Sage CRM

Hi all, I am watching the Sage CRM training video. On the Leads screen, I see there are statistics for Average Time Open (days) Opened Today Opened This Week Opened This Month Video link: https://sageu.csod.com/lms/scorm/clientLMS/LMS3…

I have a new challenge from my customer. That is to allow them to select specific content related to Sage CRM quotations they wish to send to any given customer. The idea would be to have a list of particular terms and conditions from which they could…

Hi, Notes tab of Company shows Grid with Note ( note_note) column. How can I show all the test in this column. This column has some limit and only shows some part of text ( if its very long ) . Thanks

I have a field create script in OpportunityDetailBox that uses GetContextInfo() to get some values from the company table. This works fine if an opportunity is navigated to via company summary and opportunities tabs, but if I select the opportunity from…

Hi, I would like to copy from one CRM install to another (exact same version/SP) Company and Person information including Addresses, Phone/Email and People (no cases, leads, opportunities, Library docs etc) . My initial thought was to find a way to…

Hey guys, I have a customer that I'm doing some CRM customizations for they don't the fact that when you click on the hyperlink on the documents tab that it brings the record open in edit mode. Is there a way to modify this so it opens in view mode…

Hello, I know its going to sound unbelievable but its real. I have upgraded 2 CRM systems to 7.3 and both of them have custom Opportunity workflows. When an opportunity is updated by Opportunity workflow where status field is updated, instead of…