enablingit | IT Company | Cape Town

Jun 2012

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Using A Company Interactive Dashboard to Create a Person Summary Screen in Cloud and On Premise

A customer had the requirement to create a new version of the Person Summary screen.  They wanted to be able to add into a single screen the basic contact details for the person plus information relating to that person’s opportunities, case etc.  The customer had posed the question after reading the article “Adding a new
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Jun 23, 2012 BY Tim Page IN Sage CRM
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