• Multiple Sage 300 ERP databases - one “Enterprise” sales manager

    We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
  • Change the colour of text in a field.

    Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…
  • Issue Time In Dashboard

    Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…
  • Case count in breach of SLA

    Hi, I am looking for some help setting up SLA's that keep count of the number of cases (regardless of the status) that a specific company has within a timeframe. (contract start-contract end). This being said, our clients has SLA agreements that allow…
  • Custom Entity - Parent/Child - Relational database

    Hello, I have two custom entities, Serial and Inspection. The serial entity is a serialized product, and has columns like model number, description, work order, etc. The inspection entity would be a child of the Serial (i think?). When the quality…
  • Intermittent Sage CRM 7.3 SP2.1 error

    Hi all, A client is getting the following intermittent error when using Sage: *Not licensed or not registered correctly*. It can happen randomly - been seen when saving emails to communications and logging cases. Could anyone shed some light…