displaying related info for a field sage crm

Title: Revolutionize Your Sage CRM Experience: Displaying Related Info for a Field 🌟Introduction:Welcome to our article about Sage CRM, where we will discuss the revolutionary method of displaying related information for a field. Sage CRM is a powerful tool that companies use to streamline their sales and marketing efforts, manage customer data, and enhance the customer experience. However, there is a feature that many Sage CRM users miss out on, which is displaying related information for a field.By utilizing this feature, you can take your Sage CRM experience to the next level by gaining insights into customer behavior, tracking leads, and analyzing trends. In this article, we will provide you with a comprehensive guide on how to display related information for a field in Sage CRM.Displaying Related Info for a Field:When you display related information for a field in Sage CRM, you can view all the information related to a specific field in one place. For example, if you click on a customer’s name, you can view all their orders, invoices, and notes in one place. This feature makes it easy for you to access all the relevant information without having to search for it across different modules.To display related information for a field in Sage CRM, follow these steps:1. Go to the field that you want to display related information for.2. Click on the gear icon in the top right corner of the field.3. Select “Related Info” from the drop-down menu.4. Choose the modules that you want to display related information for.5. Save your changes.Table: A Comprehensive Guide on How to Display Related Information for a Field in Sage CRM| Step | Action||——|——————————————————————————|| 1| Go to the field that you want to display related information for.|| 2| Click on the gear icon in the top right corner of the field.|| 3| Select “Related Info” from the drop-down menu.|| 4| Choose the modules that you want to display related information for.|| 5| Save your changes.|FAQs:1. How do I customize the related information that is displayed for a field in Sage CRM?2. Can I add custom modules to the related information section in Sage CRM?3. Can I filter the related information that is displayed for a field in Sage CRM?4. Does displaying related information for a field impact the performance of Sage CRM?5. How do I remove a module from the related information section in Sage CRM?6. Can I display related information for a custom field in Sage CRM?7. Does displaying related information for a field require any special permissions?8. Can I display related information for a field in a dashboard in Sage CRM?9. How does displaying related information for a field improve the customer experience?10. What is the maximum number of modules that can be displayed in the related info section in Sage CRM?11. How do I access the related information section in Sage CRM?12. What types of information can I view in the related information section in Sage CRM?13. Can I change the order in which the related information modules are displayed in Sage CRM?Conclusion:In conclusion, Sage CRM is an efficient tool for managing customer data, and displaying related information for a field takes it to the next level. By following the steps outlined in this article, you can easily display related information for any field in Sage CRM. This feature enables you to gain valuable insights into customer behavior, track leads, and analyze trends, ultimately improving the customer experience.We hope this comprehensive guide has been helpful to you and encourages you to take advantage of this powerful feature in Sage CRM.Closing or Disclaimer:Thank you for reading our article about displaying related information for a field in Sage CRM. We hope you found it informative and useful. Please note that the information in this article is for educational purposes only and should not be considered legal, financial, or professional advice. Always seek professional advice before making any decisions based on the information provided in this article.