Sage CRM

Hi, i wanted to change the position of workflow action 'current state' from the right side to the top of the screen (in the opportunity screen) as per my client's requirement. Attached the image.

how to setup/create a workflow that requires approvals?

Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…

Hello all, Look at this picture please. Strange 1: Strange 2: We have 3 secterrs, and if we create a record of the second secterr, the workflow can auto run to step2 from step1. But if we create a record of the first secterr or the third…

CRM 6.2.i We have MAS 200 integrated with with our CRM. So when they create a new opportunity, they click on the "New Quote" button (in the Quotes tab) or "New Order" in the Orders tab and MAS pops up to allow them to fill in the information. After…

Hello everyone. Could anybody tell how to create a Rule in workflow that able to send mail to customer by the people we selected when we create case ? e.g : i create a case for Company A with person name Mr.A that i already created. after finish creating…