Sage CRM

Has anyone recently used an address lookup in Sage CRM that they would recommend? Thanks Sarah

I currently have a request from a client to link an address to another address. I would want to make it function with the current "Links" related to an address which is currently linked to a Company or People as shown in this screen shot. I think that…

I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…

Hoping someone can assist me in understanding how address data appears in the data tables and back out to Sage CRM. On the company record, I see two areas where the company address is presented..On the company summary tab and on the address tab. When…

Hi, We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…

Although I'm working with Sage CRM for 7 years now I still discover new things every day. Today I've remembered that we can create a workflow rule based on a view instead of a table, and it lead me to some new thoughts and I need a few answers to see…

Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…

Good afternoon. I have been struggling for a few days trying to find a report/create a new one that displays the contract expiration date by SERVICE address, not company. Currently I have a report which will list Existing Contract Expiration, but the…