Tag Archives: Quote Buttons

Enable Line Item Buttons on Quote

As we know Sage CRM is a combination of all the modules which are important for the business. From that Quote is one of the important and highly usable modules. Recently we have one query from our one of the client, related to the New Line Item buttons are not showing on Quote summary screen.… Read More: Enable Line Item Buttons on Quote »

Rearranging the buttons on Quote Summary Screen

Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. For example, clone button helps user to create exact replica of quote on single click, similarly “Convert” button creates an order record from quotes details. New Stuff: Easy Steps to Find out Field Reference in Sage CRM These buttons are… Read More: Rearranging the buttons on Quote Summary Screen »