Sage CRM

Is there anyway og globally switching off merge to pdf? Merge to word can be switched off via system behaviour but am looking for something similar for pdf.

I have a few clients with the need to merge a Person or Opportunity record with an Excel template for extensive quoting purposes. The main goal is to bring over the company, person, phone, and address information (and possibly an Opportunity ID) into…

I've created some custom entities. There are 2 in particluar that are parent child entities. The parent, requisition, can have many child records called items. An item can only belong to one parent so we have aone to many relationship. The same as orders…

Hi, We are on SageCRM 7.1.g Is there a way to identify which 2 companies were merged together? The source company is marked as deleted and all associated entities (Addresses, People, Opportunities etc) have been updated with the target company ID…

Hi all, I've created a mail merge using a word template, that creates the address from the person. So the template looks something like; «pers_dear» «pers_initial» «pers_lastname» «comp_name» «addr_address1» «addr_address2» «addr_address3» «addr_address4…