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  • Include In Quotes Total

    Anyone have any idea how I could use the ' Include In Quotes Total' field in a Sage 100 integrated version of Sage CRM, either by displaying the change summary button or perhaps another way?

  • CRM-Sage 100 Integration: move Promote to Order Button?

    I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer…

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