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 Everyone!
I have a client in the construction industry using CRM 2019 R1's quote feature. Their quotes contain many line items (products) so they are very time intensive to create.
However, the quotes generally contain the same line items.
Therefore…
Winning business means understanding a prospect's goals
The Sage CRM proposition works in supporting a prospect's business operations and meeting their strategic goals --- in particular, how they make or save money or decrease risk in their business…
An Interactive Dashboard allows a user to simplify their daily tasks and activity management by providing them with an intuitive workspace that contains their key information. Information from Sage CRM, Sage ERP and external systems like social media…
If a user is an Info Manager or a System Administrator, then they can create Library Gadgets. This means if they have a brilliant idea that can be displayed as an SData, Chart or List gadget then they can build that gadget in such a way as to allow other…
Need some assistance.
I have created an email button to send a particular document to our customers. I have created an email template to be used whenever this email is sent. When the button is pressed to send the email, I would like for the relevant…
I would just like to register my frustration at having to use html for templates rather than Word. I understand that Sage went with the html option for version 7.1 because they 'didn't want to be dependent upon other software' for the delivery of their…
