My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes.
I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
Hey everyone,
We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is.
Now I'm wondering if there is a way to change the background color of a field or line based on…
A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because…
I have some UDFs in Sales Order Header that are setup to copy when using the Copy From. This does not work when using SO Entry from CRM. Is there something I'm missing, or some work around other than doing the orders from within Sage? (Which is not an…
