• 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…
  • 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…
  • adding buttons to custom modules

    I need to add an "export to CSV" button to a custom module - Our project module that will allow me to dump all data relating to the project into an excel spreadsheet. I also need to add this button to the time summary tab associated with the project and…
  • 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?