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.
Hi all,
in my Lead workflow, I wanted to send out email to recipients once an action is triggered.
However, in the list of fields to include in email content, I cannot select any company detail from Company table. Its only showing data from Lead table…
Hi all,
I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user.
However, Siang still not able to find/access this company or view the lead related to this company even though the…
I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…
Hi Guys,
The view i have created for company entity is not available as 'source view' while creating a group.
Now to make issue difficult to troubleshoot, i have created same view in staging system and it's available when i create a group using company…
Hi Community
We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source.
Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…
