Suggested Relationships for Persons - Fields

 

Suggested Relationships for Persons

Suggested Relationships for Persons List Box

This list box displays a list of suggested Sage CRM company contact persons to relate to the selected customer contact. The first 10 possible matches are displayed, and are listed by the Match No. field according to how closely they match the contact name, phone number, Address 1 field, and e-mail address. To select a Sage CRM person to relate to the selected customer contact, select a row in the list box, and then click Select.