Sage X3

I am trying to add a custom REP field in v12 to the CRM project. I have added the field to the OPPOR table and the OPP1 screen. I can select a value in the field in the GESOPP function, but when the record is created / saved, the value in the field vanishes…

Hi, I'm trying to create projects (GESOPP) through REST Webservice.. I can create into OPPOR table but when I try to create for OPPORCRM (needed to be visible in GESOPP function) get the error message: "A Pre-sales or After-sales step must be…

Hi, I'm in the quote function (GESSQH) and I want to jump to the projects (GESOPP) with the header filled. Here is an example: If I have this quote and when I click "NEW PROJECT": It should jump to Projects and Fill the header, so…

Does anyone use CRM in X3 for tracking project costs? We 'went live' if you can even call it that in Feb. and have been dealing with major issues in CRM since then. We track all of our costs at the price we pay (no standard or Avg. cost) and the costs…