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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…
Hi there,
I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
Hello,
I have a custom entity and want to get a value (price) from a custom sql-table based on the chosen value of three fields (product, channel, place)
Every time one of the three fields were updated in the screen I need to update the price.
…
Hey everyone,
We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is.
Now I'm wondering if there is a way to change the background color of a field or line based on…
Hi there,
I have two related fields in a case detail screen - case_root_cause and case_root_cause_datetime. I am trying to set the datetime field to date.now() when the case_root_cause field is changed to be no longer empty. I tried to do this by using…
Hello,
We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount.
What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…
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…
Hi
We have created a field on opportunity for licence number
In my workflow step I want the licence number to populate the next number when I get to that stage.
Please guide on how this can be achieved
Thankyou
I was customizing the Company Segments/Fields as per the business logic and realized the data entries made were for an incorrect Field, and tried to Delete the data from the LOV individually was tedious, and clicked on the Check box controlling the Delete…
Hello!
I'm new to the Sage CRM world.
I want to create a new field to show on the item line detail area of the Sales Quote. Specifically I need an "Extended Description" field that is about 100 characters in length to be able to print out on the quote…