Sage CRM

with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage

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…

I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?

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. …

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 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…