Customer Relationship Management

[phonelady]

Has anyone figured out a way to use Groups in CRM, or done any custom work, that would have the feature work more like it works in ACT?

Would like to easily see what Group a Person is in, we also like the Group/Sub Group arrangement in ACT.

Thanks,

Ann

[SueDunn]

Groups are great for dynamic marketing activities.  Also once you have a group created and all of its member populate the group, you can see who is in the group by clicking on the gorup.

[phonelady]

I should have posted an update sooner, but  a SageCRM specialist was able to modify CRM so the Group info appears with the person, works great!