• Adding new button to Quotes page

  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…
  • Missing 'MAINTAIN RELATIONSHIP' and 'CUSTOMER MAINTENANCE' button after Company Screen Customizations

    We have Mas 90/200 integration running with our CRM 7.1 everything is working great however, we recently made some front end customizations to the company summary screen (ie. hide fields, change field names) very basic customizations nothing heavy. Now…