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Hello All. I have a client that has an external URL that points to their CRM installed on their local server. WHen i go to the URL, i can successfully login. But, i cannot figure out how to get access to TEAM CRM. I am logged in as the Admin account,…

I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…

We are looking at Sage CRM (7.3) for an existing Sage 300 customer. They only want to use the tablets, and they don't want to use the desktop theme, but there seem to be numerous things that don't work on the tablettheme. Is anyone actually using tablets…