• Request Assistance - Under Company record add new Tab and List in Sage CRM

    My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
  • Customizing the Order Communication and Quote Communication lists

    Hi, From where can I customize the communication lists for Order and Quote? I noticed that: Administration -> Customisation -> Communication -> Lists -> CommunicationList is implemented for Company, Contact, Case and Opportunity communication lists…