Sage CRM

Hi Everyone! I have a client in the construction industry using CRM 2019 R1's quote feature. Their quotes contain many line items (products) so they are very time intensive to create. However, the quotes generally contain the same line items. Therefore…

Need some assistance. I have created an email button to send a particular document to our customers. I have created an email template to be used whenever this email is sent. When the button is pressed to send the email, I would like for the relevant…

I would just like to register my frustration at having to use html for templates rather than Word. I understand that Sage went with the html option for version 7.1 because they 'didn't want to be dependent upon other software' for the delivery of their…