Sage CRM

Hi, I need to change the Sage CRM logo to customer's logo within the CRM. Came across the article: https://community.sagecrm.com/knowledgebase/w/onpremisekba/834.605-16505-how-to-customize-a-logo-in-sage-crm.aspx However I think this applies to…

Hi, Need help with deleting custom entities in Sage CRM 2018. Found the below article which mentions about the way to do it, but I am not seeing that option in the latest CRM. http://help.sagecrm.com/ecosystemhelp/en/administration/Content/Administrator…

Hello, I am currently setting up a mail merge document. All works fine, however, I am struggling with getting 'Contract' information to pull through. To set the scene I have created a handover document which pulls information from the company entity…

Hi What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation. Here are the results i get on the server https://youtu.be/7yte_noAZe0 Here are the results…

Hi, I am having issues with saving a read only calculated currency value to our database from a workflow screen. I have a custom JS function that is updating all of the values on screen. The screenshot below shows the section of the workflow action…

can anyone point me in the direction of where i might change the decimal points shown on these pipelines?

I can add a button to the Opportunity Details screen that appears in the third position of the buttons list on the right hand side of the screen. I can also add a button that calls a customdotnet dll method. However, what I am trying to achieve is a combination…

Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj

Hi I'm a bit stuck, been attempting to remove some fields displayed in mobile CRM so they match our desktop version, I want to create consistency across devices. To remove fields I followed what I believe to be the right path. for example Admin/customisation…