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…
Hello everyone, How can I configure email on SAGE 300 under the company profile to invoke the a clients outlook such that also the sent statements are stored on the sent folder in the clients Outlook?
I'm using SAGE 300 2022.
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 want clients to see this in the email they receive when sent an invoice:
Past Due Balance:
Total Balance Due: (which includes past due and New charges)
Client Funds Balance: (retainer)
I am accomplishing this by inserting data tokens into…
