This session introduces the customization of the Sage CRM mobile interface, emphasizing the importance of tailoring screens for efficiency and usability. Key points include:

• How security policies shape the user experience.
• The impact of Sage CRM’s branding updates in 2024 R2 on mobile usability.
• The role of metadata in structuring mobile screens.
• Strategies for ensuring mobile screens display only the most relevant data, reducing unnecessary complexity.