Sage CRM

When a user selects a company or person from a search screen, the system takes them to the appropriate summary page. Is it possible to direct the system to land on the Communications tab rather than the summary page? We are currently working with…

Comrade's: Is it possible to add fields from other tables to the Top Content of a person record? In order to do this, I think I would need to update a view to include an additional join. However, I don't know which view the Top Content uses. If it…

With the user preference " Line Item Screen Position" set to "Popup", clicking "New Line item" or "New free text item" results in a new window opening with the relevant entry form. When either of these windows is re-sized horizontally (to expose extra…

Such a pity that all the 'classic' themes have been dropped. Lots of users prefer the older style to the ergonomic theme, which seems to consume so much more screen real estate - much more scrolling needed to find fields and buttons that don't fit on…