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  • Forum Thread: Hide Gadget Header Icons CRM 7.3

    Hey, Can I hide Gadget Header Icons for the end users in CRM 7.3 ?
  • Forum Thread: Contemporary theme error: you may need to recreate views manually

    Hi, We've recently upgraded our system(s) to Sage CRM 7.3SP1 and unfortunately our end-users are experiencing an issue when they try to use the new Contemporary theme - they receive this error when they try and log in: You may need to recreate views manually. I've checked the error...
  • Forum Thread: Creating an Opportunity from a Lead

    Hi Can anyone tell me if the pop-up window that is generated when I want to convert a lead to an opportunity should be populated with the address details held in the lead information fields? At the moment, when I want to change a lead to an opportunity I have to populate all of the address fields...
  • Forum Thread: How to log an incoming email to the a company's communication table.

    If a company's contact sends an email to the Sage CRM configured email id, is it possible to log that email in the communication list of that company? can anyone help me with this? is it possible through any settings or does it require coding?
  • Forum Thread: Sage CRM 7.3 - Self Service site creation

    Hello, Does the Self Service site have to be created with classic ASP Pages? Or can I create essentially any client side web site, and connect to CRM via SOAP and/or SDATA? If so, are there any tutorials on that? I've found and read many articles on Self Service and web services seperately, but...
  • Forum Thread: Change shown Field after select in Advanced Search Field (f.e. in new communication)

    Hello, i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field. How can i change data is shown when i select a company? Like i additionally need not only the business...