Sage CRM

Hi there, How would I go about auto-populating the tax rate/VAT rate for a product in a quotation based on the value from the new product entity? I have been advised to make this calculation in SQL Server (which I can do) but should I hide the VAT…

Help please! I need to add a prompt to the system to warn users if they have not completed the Line Items for a Quote. When a quote is created the "header" record is created and then you click on the New Line Item button to add the "detail" records…

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…

Hi, I have a system whereby when a quote is created there is an automatic line item added which is a delivery charge applied to all quotes and orders. Each customer record has a delivery charge on their company record from where the value is pulled…

Hi i am built workflow and the write the following code in summary .net page base .UseWorkflow = true ; base .AddWorkflowButtons( "Lease" ); but the workflow buttons not appear and when try to see the workflowid in the custome entity table there…

hi please how i can solve Escalation for .Net when select it please check the attached picture

Hi all i try to install sage crm sp2 setup from the community like the figure attached but its give me sage crmsp2 hotfix 3

Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/

Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???

Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks