Sage CRM

CRM 7.1g Hello All, I created two fields in the leads module, assigned user email and phone, so that when their info can be added to the email template. The goal is to have the ability to send a mass email to all leads and have the contact info of…

I'm building list screen to show Cases for a custom entity but for some reason even though the filter box is set as a search screen and attached to the correct list I'm still not getting it to automatically add the --All-- and --None-- options to the…

I want to set My default Find screen to Keyword Seacrh , but when I go to Users -> My_User -> User Preferences and open My default Find screen drop-down field, there is no Keyword Search . I have created a new record in Administration -> Advanced Customization…

When sending a mail to CRM about new case for filing, the mail is successfully filed in Communications and auto-forwarded (by CRM) to assigned user for his information. The filed mail looks nice when looking its content in CRM, but when the assigned user…