by Joe Zhou

At BTerrell Group, we have a few experienced consultants who specialize in Intacct implementations.  Migrating client’s data from another ERP system to Intacct is a big part of the implementation process. However, it can be cumbersome and error prone. Over time our CodePartners division developed some useful tools that help our consultants overcome these obstacles in their...

By Hrayr Galoyan

You may have noticed a Groups tab in the My CRM area of Sage CRM.

 

Groups are collections of records from the CRM database. You can create groups of companies, people, leads, sales opportunities, or any other entity defined in CRM. Each group only can contain reco...