Sage CRM 2025 R1 Column, Screen & List Reference v1.xlsx

This reference document is a detailed spreadsheet that provides a clear overview of key elements within Sage CRM’s system architecture. It covers:

Details of Columns of System Primary Entities:

Understanding the columns (fields) for entities like leads, contacts, opportunities, and cases is essential when extending or customising the system.

List of Screens:

This includes filterbox, entry, and search screens used by system primary entities.Details of Fields in Screens:

This tab documents which fields are displayed on which screens, providing a critical resource when planning layout changes, adding new fields, or adjusting validation rules.

List of Lists:

These are the various data lists, which represent how the CRM displays data in different formats.

Details of Fields in Lists:

This section documents the fields used in these data lists, ensuring that the presentation of information is consistent and relevant.