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  • Linking Studio 3T with Sage X3

    Linking Studio 3T with Sage X3

    I’m sure many of you are familiar with Robo3T, a tool used to query the MongoDB application components of Sage X3, however if you have not recently downloaded Robo3T you will learn that this tool has been replaced with Studio 3T. In this blog I will…

  • Linking people to a custom entity

    Hi there, I created a custom entity using the Advanced Customization Wizard where our employees are able to create reports for meetings, that they had to advance the opportunity, directly inside the CRM. I want to both be able to see which people participated…
  • Linking Gadgets on the Interactive Dashboard

    Linking Gadgets on the Interactive Dashboard

    If you're starting out with Sage CRM or have been using it for a short while but feel there's more you could be doing with it, then, this is the blog for you. In this series of blog articles, I'm going to share my experiences of learning Sage CRM, the…

  • Linking a field to open a program

    Does anyone know of a way to make a field open a program on the local workstation? For example, we would like to have the IP ADDRESS field open up MSTSC (RDC) so we can directly jump from Sage directly into the the remote connection without copying the…

  • How To add Retirement Fund

    When adding a retirement company contribution the user will need to add a retirement fund On the Navigation pane: Expand: Parameters Expand: Payroll Double Click on : Retirement Fund Here you will have the existing retirement funds. To add…

  • Scan old files and attach to Customer Maintenance file.

    I know how to link a file to a customer file. We have years of old files that need to be scanned and then linked. What have some of you used in the past to do this? Software? Hardware? and why did you pick one over another? It would be great if we could…

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