Sage CRM

Is there anything on the roadmap to get the workflow enabled when the mobile web or app is used. I understand the responsive view for the tablet works AOK has workflow and get that on a mobile device most of the time end users will be just using mobile…

How do you add a new filter box to the People tab on the Company Entity. I need to able to filter only "Active" People at a Company. (Very similar to what you can already do with the CASE table under Company). Thanks

We have a script which removes from the dropdownlist those sales account person that do not belong to the territory. The script worked in 7.1 but no longer works in 7.3 SP3.4. The script is as follows: <script defer language="javascript"> window…

Hi, I am looking for some help setting up SLA's that keep count of the number of cases (regardless of the status) that a specific company has within a timeframe. (contract start-contract end). This being said, our clients has SLA agreements that allow…