Sage CRM

Hi, I need to add two buttons to my find person page. Currently it has the find and clear buttons, I would like to add the help button and a create new group button like I have on my find company page. How do I do this, are there any examples of someone…

Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

Hi Has anyone found a way of cloning 'opportunites' or 'leads' in CRM 2017? We have tried following the various articles on here about the COM ASP API, by Jeff Richards, but these are nearly 5 years old and refer to CRM 7.x. Here are the articles…

How can I include phone numbers in Quick Find without copying [CRMEmailPhoneData].[epd_PhoneFullNumber] to a custom field in company? This is what I’ve tried so far... Ideally, I would include CRMEmailPhoneData CREATE NONCLUSTERED INDEX [IDX_QUICKFIND_EPD_Deleted_UpdatedDate…