• Outlook integration

    OK, so I'm clearly pretty dim. I have just downloaded a 30 day trial and the first thing I want to do is integrate Sage and Outlook 2013 but cannot for the life of me find how to actually do it. I've been to Preferences and there is no sign of the plug…
  • Creating a new button when Lead summary screen in Edit Mode

    Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…
  • How to detect theme in sage crm 7.3

    As everyone aware that Sage CRM 7.3 has new and improved theme but if system is upgrading from Sage CRM 7.2 to Sage CRM 7.3 the older themes will still be present and still available and the new theme is just an option. so my question is, During installation…
  • How do I add my custom report in Report Menu - right click panel area list using jQuery?

    Dear All, I want below result using jQuery to add highlighted sublist item(name could be say - Team Report 1). Kindly let me know how can we achieve above ? - not using sage customization way.
  • Outlook integration: select what you want to synchronize?

    Hello, According to the user configuration of sageCRM , I could choose: use outlook plugin (Y/N) Synchronise Outlook Appointments (Y/N) Synchronise Outlook Tasks (Y/N) Synchronise Outlook Contacts (Y/N) Can I use the outlook plugin only…
  • Outlook Plug-in Not Available to Download

    Any idea's why users do not have the "Install Outlook Plug-in" icon available to them under preferences? I have tried it on a number of workstations, with different users, but cannot get it to work. This is for 7.2b Thanks, Anthony