• Adding new field 'country' to Phone/Email screen

    Hi ,

    I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…

  • Adding a new field to 'Proposal Submitted Page'

    Hi,

    I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…

  • Outlook Plugin: – Email and Calendar Sync

    We are using to SAGE CRM 200 since 2016 and it was reported that the product will support Outlook and calendar. Among this two years of time sage is not able to provide a 64 bit outlook component Which can synchronize our MAIL and CALANDER data.

    It is…

  • Mail merge value is blank in email workflow from custom entity.

    Fields in new page workflow and email

    crm1

    My email

    crm2

    New page and bottom block from workflow

    crm5

    I click save and the values i input displayed in summary page

    crm4

    But why in email i received the values is blank

    crm6

    CRM version 7.1 sp2

    I did mirror values in…