We are looking at Sage CRM (7.3) for an existing Sage 300 customer. They only want to use the tablets, and they don't want to use the desktop theme, but there seem to be numerous things that don't work on the tablettheme. Is anyone actually using tablets in a live environment, especially the tablet theme?
Communication: Company and Person don't show on Communication screen. I added them following Eoin's procedure but the lookups don't work.
Add new person to company: If users are Admins, they can go to Company, Person, and see a New button to add a person, but if they are not admins there is no New button so they can't add a person. If you do New Individual, there is no option for adding company, and from my experience with Communications (above) I don't expect it can be added.
Customisation: When you customise, say, the Company Summary screen - it shows only the first few fields (company, website, account manager, territory) but on the tablet there are many more fields displayed. You can add fields in and around these 4, but how do you customise the fields below these? Is there a list of which screen is which for customisation of tablet theme?
