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I created a custom entity using the Advanced Customization Wizard where our employees are able to create reports for meetings, that they had to advance the opportunity, directly inside the CRM. I want to both be able to see which people participated…
If you're starting out with Sage CRM or have been using it for a short while but feel there's more you could be doing with it, then, this is the blog for you. In this series of blog articles, I'm going to share my experiences of learning Sage CRM, the…
Does anyone know of a way to make a field open a program on the local workstation? For example, we would like to have the IP ADDRESS field open up MSTSC (RDC) so we can directly jump from Sage directly into the the remote connection without copying the…
