Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Help please! I believe there is a way to do this. However, I have forgotten how.
When you open a list from My CRM, nothing appears on the list until you hit the filter button. Is there a way to get the system to load the data automatically without having…