Sage CRM

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

Hi there, I added a case counter on the Company summary screen, this case counter is then shown on my "cases" screen when a new case is created. When a case is placed in queue (In the cases workflow) - I've executed an SQL that tells the company counter…

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

I am having a problem with the communications not showing in parent entities. If i create a communication for the Person it shows fine in the person entity but is not showing up on the company page. The same is happening with Opportunities, communications…

We updated our Exchange server and need to change the Exchange Web Service URL but it is read-only. Is there any way to change it?