• 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…
  • 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?