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  • Sage CRM 2021 R2: Fixing the "Favourites" feature for a Custom Entity

    Sage CRM 2021 R2: Fixing the "Favourites" feature for a Custom Entity

    Sage CRM has a great feature — Favourites. All primary entities have the ability to mark them as favourite and access them easily from user Favourite list. We can extend this feature for custom entities as well. If you have used Advanced Customisation…

  • Remove or disable a menu icon

    I have a client that wants to disable or remove the post inventory reconciliation icon and make the user do all posting in IC transactions. I do not see where I can restrict, hide or remove the Post Inventory Reconciliation without disabling the I/C Transactions…

  • Order Entry macro problem

    Hi, I have created a macro for OE Entry using VBA, and have created a shortcut in “Order Entry” directory in the Sage 300 ERP. But, The question are - Now there are 2 icons, the original and the macro. how I can hide the original icon, without changing…

  • Process Invoices for Payment Permissions

    When our AP Clerk is logged on and opens the Process Invoices For Payment screen, she does not have the Next Number icon available to create a new batch. She is able to create a new batch using Ctrl N, but the button is not available. When logged on as…

  • Sage Exchange/SysTray

    We are running a citrix environment and available resources are critical. Therefor we aren't a big fan of applications loading/running in the system tray. Sage Exchange requires connectivity software to process credit cards and appears to load every time…

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