• Tax and Discount percentage in Quote item did not auto calculate

    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…
  • Missing search fields in Find

    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?
  • customize checkbox in Sage CRM

    I would like to either change the choices for a checkbox in Sage CRM or add to the choices. When adding a new company, under the PERSON section there are 5 checkboxes asking for the type of person (Admin, Finance, Operations, Sales and Support). Can I…