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  • 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...
  • Forum Thread: Duration Field

    Good afternoon, I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get it to display the duration on an interactive dashboard...
  • Forum Thread: how to copy value of territory field in summary tab to another tab(case, opportunity, people,....) in company screen

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary Screen i have Territory Value: Worldwide(or...
  • Forum Thread: Viewing schedule in Team CRM

    I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled appointments. Am using CRM 7.2 and have Lotus...
  • Forum Thread: Sage theme - font colour

    Hi We have recently upgraded to 7.3 and using the 'Sage' theme but the blue font in lists and classic dashboard is not liked by users. We would like to changed to navy and have looked in the style sheet but unsure what section of the css file to amend. Many thanks
  • Forum Thread: Issue Time In Dashboard

    Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time Zone in the CRM is: UTC +02:00. Thanks...
  • Forum Thread: Using SData Sage 100

    Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template to pull over information from Sage Sales and Inventory...