Sage CRM

Hello, Does anyone know if there is a way to customize the Email Out Communication Screen. Any help would be appreciated. Thanks.

I've looked and looked and cannot find the screen/list where I can add/remove columns for the My Cases in Progress Classic Dashboard. Anyone know where I can change the columns for this dashboard or is there a place to change it? I do know that it uses…

I was customizing the Company Segments/Fields as per the business logic and realized the data entries made were for an incorrect Field, and tried to Delete the data from the LOV individually was tedious, and clicked on the Check box controlling the Delete…

Hello! I'm new to the Sage CRM world. I want to create a new field to show on the item line detail area of the Sales Quote. Specifically I need an "Extended Description" field that is about 100 characters in length to be able to print out on the quote…

Hi I am very new to sage crm and I have a question about saving. I've been assigned a bug at my company and the issue is the save button does nothing. I can see why it is not doing anything, the line in the asp page is container.AddButton(eWare.Button…

In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?

We are running Sage 7.3b and getting ready to use the Forecast functionality. However, we are confused as to why Opportunities that have already been Closed, Won, etc. show up in the Pipeline? Shouldn't the pipeline only display In Progress Opportunities…

Has anyone had success installing any of the mapping components for CRM from the Marketplace? Did they turn out to be useful?

I know that there is the auto-hyperlinking feature of reports that will hyperlink the data fields when running on-screen reports, but is there any way to have these hyperlinks available when exporting to Excel? The sales management team at my company…