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  • 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…

  • Customize the Quote entry and form by adding new text field to the quote line items

    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…

  • 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?

*Community Hub is the new name for Sage City