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My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes.
I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below
var list …
Hey everyone,
We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is.
Now I'm wondering if there is a way to change the background color of a field or line based on…
Hi all,
on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row.
Please teach me how to add hyperlink…
Hi All,
I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…
Hi,
From where can I customize the communication lists for Order and Quote?
I noticed that:
Administration -> Customisation -> Communication -> Lists -> CommunicationList is implemented for Company, Contact, Case and Opportunity communication lists…
Hi All,
On the Wave Activity screen - there is an option to: Show/Hide analysis
When you show analysis - this shows a summary total of Opp/Comm/Leads etc..
On leads as an example - I would have say 50 leads as part of the Wave Activity Is it possible…
Hello everyone. I have create an Entity by AdvanceCustomizationWizard. I also do a backup DB before create this Entity. than I restore the DB and i still see the icon of that Entity exist in Primary Entities. When click on it go to its detail. It has…
Dear All,
I have been searching all over the community some simple process to set data into a field based on other external table field.
Let's see an example:
Sage CRM Db: Table Company: comp_companyid, comp_name,...
External ERP Db: Table Customer…