• TimeLinx has Been Added to the Sage Global Marketplace in North America, UK, Ireland and Africa & Middle East....

    Earlier this year, TimeLinx Project and Service Management solution was added to the Sage Global Marketplaces in North America and the UK and then more recently Ireland. TimeLinx is now proud to announce it has been officially added to the Sage Africa…

  • Quick Notifications use the caption code instead of the translation itself

    I've set up a quick notification in the opportunity entity to notify users when a forecast of an opportunity has a certain value.

    Unfortunately, the notification uses the caption code instead of the actual translation. The system we use is based on…

  • Moving the Filter List Button to the top?

    Greetings

    I was curious if there was a way to move the filter button from the bottom to the top of the filter list? 

    Making it a bit more efficient to filter if you have a longer filter list as we do which often requires scrolling or zooming to access…

  • Security Policy: View all leads/opps but hide person and companies

    In our current setup we had a base setting for all our users due to having a small internal team, a simple security profile for their home territory was all that was needed to get them to view what they needed. Now we are adding some outside consultants…

  • Sage CRM - LinkedIn Integration in 2021

    Hi all, I am investigating a LinkedIn integration with Sage CRM but have so far come up short. LinkedIn's API looks to be extremely strict in terms of granting access and the use case for which the typical integration might be used (finding & linking to…

  • Why are new documents created in the "unknown" area?

    If the area "default" was chosen when uploading?

    How can I change this behavior?

  • SQL query to get descriptions from selection lists

    Hello,

    Does anybody know which table are the descriptions of the codes for selection lists kept in? I am writing an SQL query to get some information for a report that is going to be outside of Sage CRM

    For example I have this lookup table setup in the…

  • Sage CRM 2020 R2 Alignment issue in IE 11

    Hi All,

    Recently installed Sage 2020 R2 for a client. But the screen is not showing the alignment of the buttons correctly. When you refresh the page, the alignment is coming correctly. But it is not feasible to refresh every time. I have done the fo…