Sage CRM

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…

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?

I want to connect g suit with sage.

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…

When creating a Task or to record a Phone Call there is a box called "About" and you can select an opportunity. The sales department said that in a phone call they may discuss a couple of events and they would like to duplicate the "About" box and it…

Hi Guys, Im facing a proble when i call the custom javascript file from the wwwroot/custompages or crm/customdotnet/ in the workflow rule. can you guys help me how can i use the js function name and calling procedures. im getting the below kind of…

I want to be able to search from CRM an optional field in sage 300 ERP. We are using an optional field in OE to store product serial numbers. We cannot use the serialization functionality of Sage 300 because there is a flaw in the ability to assign serial…

Hi, Is there a way in CRM to make sub selection lists? For example, I have a field called segment (out of the box) and another sub_segment (I created this). When the user selects the sub_segment list only the related items should appear and not the…

Hi There, A client receives the following message in CRM in E-marketing wave activity summary: "Email blast creation failed.(Note: key attribute data fields are not supported)ERROR System.IO.IOException: The file 'd\inetpub\U01SPSEND\CampResource\5P1990LHII9KQK9K…

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…