• Having Add file button / feature ( same as its on Shared Document tab ) on Custom Entity

    Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…
  • Enter Quote, and Get Logged Off CRM (MAS integration)

    Hi, Our setup: MAS server - Sage ERP MAS 200 (Version 4.50.4.0) CRM Server - Version 7.1.d.4 S Both systems are domain joined. When users try to create a quote via right click New --> quote, they are immediately logged out of CRM. A popup…
  • Adding new button to Quotes page

  • Sage CRM

    Hi everyone, I new here. Sage CRM is good to change in career profile. i'm having 3 years of exp in ASP.NET (C#). please help me with this With Regards Prakash
  • 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…