Sage CRM

I would like to change the sage CRM button background colors to a different color. So far, I have tried to change background color styling in the a.er_buttonItem section in the ergonomic.css file but the changes did not reflect as expected. I ended up…

Who knows how to hide the standard buttons on the group page? I want top hide the "send consent email" button for most of the CRM users. (or make it available only for a specific user profile) Could we hide it from with a js in the custom.js folder…

I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer…

Hi Has anyone found a way of cloning 'opportunites' or 'leads' in CRM 2017? We have tried following the various articles on here about the COM ASP API, by Jeff Richards, but these are nearly 5 years old and refer to CRM 7.x. Here are the articles…

Hello! I am currently trying to add a button to the New Opportunity screen, that will bring up the Customer Price Enquiry screen from Sage 200. Unfortunately, it doesn't seem to want to appear. I have created the following Button Group: Name:…