Web Workshop - Custom Tabs, Lists and filters with Sage CRM
Event Dates
Sometimes in Sage CRM, you may want to display a list of related records within a custom tab. For example, if you’ve linked Cases to Opportunities, you might want a tab at the Case level showing all associated Opportunities.
Join us for this exclusive webinar with Matthew Shaw, where he’ll guide you through the process of creating and displaying these custom lists as tabs in Sage CRM.
At Pinnacle, we’re committed to helping you maximise the value of your Sage CRM solution. Don’t miss this opportunity to enhance your system’s functionality!
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