• Code Generated List - Sort Column Descending By Default

    If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below var list …
  • Customising Reports with background color for each field

    Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…
  • Hyperlink on other column on grid

    Hi all, on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row. Please teach me how to add hyperlink…
  • Tax and Discount percentage in Quote item did not auto calculate

    Hi All, I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…
  • An approach to recording completed marketing communications sent by an external system

    A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because…
  • 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…
  • Missing search fields in Find

    In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?
  • Mapping Component

    Has anyone had success installing any of the mapping components for CRM from the Marketplace? Did they turn out to be useful?