Browse By Tags

  • Assistance Needed with Adding and Restricting Access to a Field

    Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…

  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    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…

  • New quote/order has wrong company

    Hello, SageCRM 7.3 SP3, Sage 100c 2016 Adv. Some of the sales staff are reporting that occasionally, some more frequent than others, when they create a new quote/order, the company assigned is not the current company they are in, but rather the previous…

*Community Hub is the new name for Sage City