Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
We recently upgraded from 6.2.i to 7.2.b.
When we were using 6.2 and someone filled out text in the oppo_note field (Opportunity details box) and added spaces and carriage returns it would carry the formatting over in the email it sends to all the persons…
CRM 6.2i (soon updating to 7.2b: yay!)
We have multiple people working on an opportunity at once, and it's a great time sink for them to go through hundreds if not thousands of opportunities. So why not create something that Emails them when something…