Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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…
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 …
Dear Community,
I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…
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…
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…
In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items…
Sage CRM out of the box provides users with a very useful set of marketing or campaign management features.
Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu…
CRM Auto-hyperlink allows report content to be clickable , and your previous (parent_page) page will navigated to the content of report you clicked.
User reported that this is particularly annoying since if you have a long list of reports, each click…
I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report.
We are using Sage CRM for Sage 300 ERP v 7.1g.
Thank you in advance for any suggestions or directions.
Reg Cracknell
I know that there is the auto-hyperlinking feature of reports that will hyperlink the data fields when running on-screen reports, but is there any way to have these hyperlinks available when exporting to Excel? The sales management team at my company…
