Sage CRM

Hi all, I have the following issue on Sage CRM Lead page. the lead pipeline is not tally with the list. the state "Approved" is duplicated on the pipeline. which view table can I check for the pipeline? thank you.

Is there a way to supress zero values from the Rectangular pipeline style. All stages are displayed even if there are no records assigned to that stage This is different to the Cylindrical style which displays only stages which have records assigned…

Has anyone created a .Net DLL implementation of a pipeline page for a custom entity? This should: - work with My CRM / Team CRM - support filter panel - support clicking a pipeline section to auto-filter the list

I'm using CRM 7.3 SP3.6. This is a Sage 300 integrated system. I think I'm being stupid on one part and I think and the other is something I'm not sure about. I've tried this in Chrome and IE. When viewing a company record, clicking on the opportunity…

Hi All, using Sage 100 Integrated with Sage CRM I have read through a bunch of posts and I see some of you might have similar questions already but I wasnt quite getting the answer I needed so I want to post here and explain: In our Company, an…

Help! Please! I am working with a version of 7.3 and for some reason the pipeline graphic has disappeared from the screen for Opportunities. The statistics box is still displaying, however, the graphic pipeline has disappeared. Can someone push me…

hi i am looking to change the colors in the pipeline image to match the case_stage dropdown e..g red, yellow etc. i found the following code i the ergonomic.css but changing this has no effect in the interface has anyone tried this before? …

Hi, Does anyone know if there is a way to place a subscription order on Sage 7.3? In the business I am working with customers sign up to a weekly subscription fee and it would be great to get some long term analytics rather than just when a sale is…

Hi all, The status in pipeline of case show error code in Chinese like this: We use v ersion 7.0.c.1 of sagecrm, so how can I do? Thank you!

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…

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…

I have issues when upgrading Sage crm v7.71 to 7.72 in updated component entity creation wizard. Please help.

Is it possible to change the graphical pipeline picture from the standard cylinder to lets say a funnel? Currently we are using version 7.1.fS. This would allow the pipeline to be more visually pleasing for the sales staff and management to easily identify…

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…