Sage CRM

Hi everyone, My first question - and I promise I searched the forums and saw some related questions, but nothing that I could directly apply. We would like to export all the notes and documents attached to each and any company, contact or opportunity…

Good afternoon, I need to make editable notes of a custom entity. I explain: We have a custom entity called Insurances, and we have a tab called Notes. A non-administrator user can make a note, but then he can't edit it. An administrator user can…