Sage CRM

I was doing some cusotmization of Opportunity Stage selection dropdown. I mistakingly changed the Code for some of the choices/translations. Does anyone have the original default 'out of the box' list?

Hello, We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount. What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…

When I create an Opportunity in CRM, sometimes I am able to pick that opporutnity in Sage 100 Sales Order Entry to tie the existing quote/order to the new opportunity in CRM. But, sometimes when I do a search for the Opporuntity that I want to associate…

We just activated the included CRM licnese with Sage 100c. I am familiarizing myself with the product and doing some customization before rolling it out to our team. I had some demo and test sales orders that synced over to CRM as opportunities. I am…

Hi. When selling to a large customer, a single opportunity can have actual sales phased over time. So, even if an opportunity is closed by a certain date, revenue recognition might occur over the course of a year. How can I handle that in Sage? I…

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…

Hi all, I have a client who wants to be able to pull through a particular opportunity from the Forecast screen... which is standard functionality. However, in addition to this pop up opportunity screen, they would like to be able to pull through some…

Help please, how to i set up so all the users (altteam) see all the opportunities on the system ? Newbie

I am working on an opportunity worklflow and although everything works I am getting an error. The error does not stop the workflow from progressing. Error: Workflow Java Script jscript error: Unterminated string constant Line: Char:3634 I have a…

Hi There, When I create an opportunity I can click change and change the company.... unless I have added a quote, even using the CRM quote form. Deleting the quote has no impact on this, I still cannot release the company details to reassign the opportunitiy…

Hi, I have a new customer that is using opportunities but they have enquiries and bookings to replace quotes and orders. When I create a new quote (enquiry) all the details of it are captured on the quote summary screen. How can I stop the new line…