• Sage 100 Quick Order Entry Custom Fields

    I am trying to use Quick Order Entry on a tablet. This works well but I need to have the ability to see custom Sage 100 fields in the ‘Item Detail’ section. It does not appear that this is possible from what I can tell. I can add the field to the item…
  • 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…
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…