A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...

Editable MS Excel sheets of Sage CRM fields and drop-down lists. Aimed at Sage CRM implementers preparing customization tasks such as data migration and field and screen customization.