• Captions for Schedule Date Fields in Tasks CRM 7.2

    Hello, I would like to change the captions in the schedule box for a Task type communication in CRM 7.2. The captions associated with the fields in the field list under customization only apply to the Appointment type communication. Where are the Task…
  • Mail merge on workflow

    I am working in 7.2b and have a workflow step in which I need to create a merge document. The mail merge works fine but when I go to the record in the documents tab I see that the document type is blank. Why is it that when I create a mail merge manually…
  • Sage CRM 7.2B Full Install now available

    Sage CRM 7.2B Full Install is now available for download on the Customer / Partner Portal. To download, click on Sage CRM Standalone Downloads under Download application files. 7.2B Full Install will be on the very top to download. Thanks…