File Email screens. It would be nice if a few things were available from that screen:
1. Create a new Company/Person on the fly.
2. Create a new Case/Opportunity on the fly.
3. Create a follow-up task or appointment.
Unfortunately the File Email screens are controlled through the dll and cannot be changed.
by: Grant G. | over a year ago | Customer Mgment (CRM)
Comments
This is possible with the 'Accelerator for Sage CRM'. See pre-recorded demos and get a trial of the software from our site at www.crmtogether.com. Email us at sagecrm@crmtogether.com