• Export Notes

    Hello Together We try to export all the notes out of Sage CRM. I did try run it by Microsoft Query but no idea how the table is really called as they are so many. Or is there an other and easy way to do it. Like all of them at once? Cheers and Thank…
  • Importing into CRM

    Is there really no VI option to import prospective customers into Sage CRM? We have a large list of potential customers and contacts for which we would like to use Sage CRM but the data entry is an enormous task.
  • Customer Memos

    I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…