The ability to customize and create fields and pages the way you need! After learning how to create fields and organize page layout including related list, we were able to streamline activities that took multiple hours to just condense the information in one area. We now no longer need to look through multiple files just to find information. We save a ton of time by setting up views to our team's needs. Love the trailhead site and the ability to look up how others have fixed an issue and take courses to become proficient in building workflows and other training. Review collected by and hosted on G2.com.
The initial training leaves a lot to be desired. I wish we learned more robustly what we could do earlier on vs finding out much later and needed to revision processes. Actions have consequences across different areas in Sage. It's difficult to test out new functionality across the different apps and items unless you've memorized all locations of where a field lives and what it feeds. It's also difficult to make updates when you cannot easily find the setting location of your forms, apps, or items. It feels like some functions are really buried. They haven't figured out how to individualize security access by records, this would be wonderful if you have a complicated organization where some users need access to some records but not all. Also, files and notes are searchable which makes security difficult if any uses can see files/notes by searching. Wish you can skip around on the course training to look up specific instructions. Review collected by and hosted on G2.com.
