Sage CRM

My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…

Using Sage CRM 2023 R2 reports are now exporting 'blank' if exported to XLSX. All of the data is in hidden columns. Any ideas?

If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below var list …

Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…

Hi all, on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row. Please teach me how to add hyperlink…

Hi All, I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…

CRM Auto-hyperlink allows report content to be clickable , and your previous (parent_page) page will navigated to the content of report you clicked. User reported that this is particularly annoying since if you have a long list of reports, each click…

I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell

In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?

Has anyone had success installing any of the mapping components for CRM from the Marketplace? Did they turn out to be useful?

I know that there is the auto-hyperlinking feature of reports that will hyperlink the data fields when running on-screen reports, but is there any way to have these hyperlinks available when exporting to Excel? The sales management team at my company…