Telephone Numbers as Hyperlinks
With this now-familiar "tap to call" functionality that's prevalent in other apps you probably use, you can tap a telephone link in Sage CRM using a phone-capable device to call a phone number without having to dial it manually.
On a desktop computer, when you click a telephone link, you’ll be prompted to select an application (for example, Skype) in which you want to open the link.
Customizing Lists and Grids
Lists are displayed when you select a tab within the context of company, case, lead, opportunity, solution, or person.
Grids are used to display the results of a search for a person, lead, case, opportunity, and so on. Grids are also displayed on the Company Quick Look tab.
In both cases, it’s now even easier to make sure the data you need in Sage CRM is displayed in a way that fits the way your sales team likes to work.
Self-Service Password Recovery
- Launch the Sage CRM logon screen
- Enter your user name in the User Name field
- Click the Forgot My Password link
Sage CRM will send an automated email containing a password reset link to the email address associated with the user name. You can then reset your password by clicking the password reset link in the email.
See Also: How to Extend Sage CRM User Activity Timeout