Sage CRM

I would like to modify one of the User details fields. In user setup, there is a field called user_department. I would like to create a drop down list to populate this field. However, I don't see how to do that in the CRM interface. If you go to the…

I am doing some testing for various users. While I am doing the testing, I will need to know which user I am logged in as. Therefore, I would like to display the name of the user on every screen. Is this possible? I think I have done this before. However…

I would like to create a view that limits the list of opportunities to only those that the current user is working on OR opportunities that are closed (won, lost, dead). I copied vListOpportunities and added the oppo_status criteria, however I have not…

We are getting an error when trying to "Update Data from Sage CRM" in the Sage CRM Sales Lite App. One particular user logs into the application on his iPhone, clicks the Update button and gets the following error: Download Error Could not connect to…

Our company needs to report on forecasting by client rather than by sage crm user. Does anyone have ideas on how we could go about this as we have been told that we would need to look at customization, which comes at a cost? We have about 12 blue chip…

I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM. Is it possible for me to extract what the login is of the current…