• Interactive dashboard on google chrome

    Sage CRM 2017 : Interactive dashboard not show graph on google chrome but working on IE 11. What i have to set up on chrome ?

  • Sage 300 2019 PU1 Integration to Sage CRM 2018 R3 not honouring web screen dates

    Hi all,

    We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale)

    When we log into Sage 300 screens through CRM - the date is still showing…

  • Adding new field 'country' to Phone/Email screen

    Hi ,

    I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…

  • Adding a new field to 'Proposal Submitted Page'

    Hi,

    I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…

  • Create New Group Button not Saving new group

    Hi,

    I have created a create new group button to go on my case screen. The button when clicked opens up the create new group page in a pop up but when I click save nothing happens. However if I click save without entering information the correct validation…

  • Adding Help button and Create new group button to find page

    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…

  • Reports Not Working on Dashboard after Upgrade to Sage CRM 2017. HELP.

    Over the weekend we upgraded our largest client from v73SP3 to 2017R3. I noticed that the dashboard gadgets weren't working. At first i thought it was a TomCat.Dashboard issue but this is not the case. The Welcome dashboard loads juts fine.

    Then I…

  • Gadget Data Sources

    I'm trying to Create a New Dashboard for some on our marketing team. I have created some reports views that they had requested and I am trying to get them into a gadget. However when I select the entity in which the view resides, I don't see the view…

  • Help! Deleted Quote Summary Screen - Need to restore

    I was wondering if there is any way to restore a deleted screen. I was changing some of the custom items in the Quote Summary Screen and went to delete one of the items and deleted the screen by mistake. (Administration -> Customisation -> Quotes -> Screens…