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.
I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…
Sagacious ones,
Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
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…
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…
Hello,
We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development:
1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used…
Hi all,
we are encountering an issue when attempting to use Mail Manager to access a pop3 mailbox (exchange server 2010). Note the highlighted line. I have replicated this issue on two other exchange 2010 sites so far.
I was wondering if anyone has…
