Sage 200 / CRM Form Launching

SOLVED

At the moment our CRM (2018 R3) has a few form launching options under a company or opportunity. These were put in place by our support partner, so I'm not sure how they did it. 

I want to be able to add additional forms to the menu, which as I understand it is possible, but I am not sure how to do this or where to look for the files containing the code currently being used. Is anyone able to point me in the right direction to do this?

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  • +1 in reply to joshSWR
    verified answer

    Yes it looks like the screen from the Account Forms tab and form launchers.
    It's just that the CE Marking tab is highlighted and you mentioned your BP set it up, so thought they may have custom coded a new screen.

    If you go into the admin area
    Administration -> Customisation -> Company and select Tabs

    Have you asked your Sage 200 partner to assist with your request?


    Sean

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