Sage CRM

Hi, I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…

Hi Everyone, I am trying to customize a view that can look up customer number from the entity company and match it with each person associated with that company. The fields that I would like in the view are customer number, company name, business…

Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead? It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…

Hi All, Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it? At present users use…

Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…

which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx

Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…

When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…