Sage CRM

Hi everyone. To be absolutely clear, this issue relates to the APP and not the mobile web access as posts seem to get lost in translation between the two. I having an issue with the Sage CRM mobile app whereby when clicking on the download data button…

Does anyone have a recommendation for hosting of Sage CRM 200? Alternatively, is anyone aware of a migration tool to move Sage CRM 200 database to SageCRM.com version? Thank you in advance. Stephanie

I am trying to populate the Sum of 3 values into a field. The 3 values are being calculated during the same workflow. Is this possible? ie. case_fee + case_travbilled + case_perdiem = case_totalfee where the first 3 factors are being calculated earlier…

Hi all, I have a client who wants to be able to pull through a particular opportunity from the Forecast screen... which is standard functionality. However, in addition to this pop up opportunity screen, they would like to be able to pull through some…

Client has many companies that have multiple address records. When they do a find they need to be able to find any and all of these addresses. At the moment the find will only locate the addresses that have been marked as "Default". How can we get…

Hi There, When I create an opportunity I can click change and change the company.... unless I have added a quote, even using the CRM quote form. Deleting the quote has no impact on this, I still cannot release the company details to reassign the opportunitiy…

Hi All, I'm setting up a Sage 200 CRM (7.1g) install with Sage 200 2011 SP5. I reconfigured Sage 200 2011 to user Form Launcher and reran the SP installation and the Sage200CRMDotNetSP5.exe file I then installed Sage200CRM from my developer…