Sage CRM Hints, Tips and Tricks

Sage was alerted (Tuesday 14th December 2021) to a Common Vulnerabilities and Exposures notice (CVE-2021-45046) that the fix to address CVE-2021-44228 in Apache Log4j 2.15.0 was incomplete in certain non-default configurations. Note that a previous ...

Sage CRM only has a browser based interface.  The system screens that a user see as they navigate around the product are rendered in HTML. HTML tags are used to define the structure and content of a document. They say "This is a header&quot...

I have written about the installation and configuration of system security in a couple of articles. An Overview of System Security More thoughts on System Architecture and Security Essentially the security of a Sage CRM is focused around the decisi...

As a system administrator, you can change the appearance of the Calendar List tab. For example, you can add or remove columns, change the horizontal alignment of values in each column, and set the default list sorting mode. You can log on as the syst...

Introduction A customer needed to retrieve captions from Sage CRM using the SOAP web services. Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about th...

A user can set the status of a Mailchimp campaign to Closed. You can see in the image below a new button is available when reviewing a Mailchimp campaign. Note: A user must have rights to use Mailchimp campaigns in order to do this. The campaign is ...

You can now use the quick method to create appointments in My CRM calendar of other users. Both you and the user to whom the calendar belongs are added to the User field of the appointment you create. I have logged into the system as a user called Su...

The CRM Webservices API allows the change of the data in the record or set of records being manipulated but it can't invoke the workflow behaviour to change the workflow state.You can have a Web Services call change the stage and the status field...

Problem details: A user requested assistance with setting up the escalation workflow rule so that once a case is logged in crm,  an email is sent to the client and the assigned consultant. Solution Details:One could create a quick notification b...

"Failed to create Java VM" error appeared when attempting to run a report. Solution The “Report Generator Max. Memory” was set too high in Administration > E-mail and Documents > Document and Report configuration. I ...

I got a query on the Interactive Dashboards only working internally. Solution Details: Open SQL Server Configuration Manager and check the TCP Port and then go to C:\Program Files (x86)\Sage\CRM\CRM\tomcat\webapps\crmj\WEB-INF and open db.propertie...

I had a user ask if it is possible to create a sub-entity of a newly created entity? Solution Details: It is possible. View the link below: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create...

Problem details When I create a case for a company in a particular territory and assign it to a user from a different territory, the user is unable to pick it up. Solution Details: The easiest option would be to make sure that the ‘Use Created...

Problem details: Users are unable to save attachments within CRM Solution Details: I found that the "Physical root directory for mail merged documents" path read "missing from registry".  I inserted the correct path.

Problem details Screen within the Administration area of CRM, appear briefly before disappearing. Solution details Ensure that your zoom settings are set to 100% within your browser.

Sage CRM is a product that has an expectation that its users are going to want to access the system from a wide variety of locations, both inside and outside the corporate network and that they will be accessing it using a range of different devices....

The article called "An Overview of System Security" contains the following diagram. I wrote then "It is likely that an implementation will require you to think about how users will access the system from beyond the corporate network. ...

A customer had a need to display field values of selection lists as icons in a summary page. Within the admin screens, it is possible to cause a column in a list to show selection field values as a gif as you can see in the image below: This is expl...

Summary reports, which show a quick overview of account information, are available from the Summary Report buttons of the summary screens for each of these system entities: Companies People Opportunities Cases A summary report is made up of customi...

Below you can see that I have created a new List Page with a PipeLineGraphic for a Custom Entity. The List Page has been created using the ListPage specialised class of the .NET API. You can see the code below. ////////////////////Code Starts//////...

I have been asked whether web service interactions could cause a potential conflict with other users accessing Sage CRM through the main interface. Basically, does a web service request consume a concurrent license? The answer is no. The SOAP Web Ser...

In this article I want to explain how coaching captions are stored in metadata and then displayed on the screen. In the screen shot above you can see that I have added a coaching caption to custom page. This page is actually a custom dll built using...

It is possible to pass an additional parameter from a tab or a button. Please see the article "Passing an additional parameter to a .NET dll or ASP page from tab and buttons". This article will consider two different approaches that for usi...

The GDPR which was introduced in 2018 requires that you have evidence of consent from a contact to be marketed to via email, text, calls etc. In the this article we shall look at the features in Sage CRM that allow you to manage such customer consent...

Below is a screen shot of the Company Summary screen. Complex screens like this one, either for a system entity or a custom entity, can be built using the APIs. A partial rebuild of the Company Summary Screen using the .NET API is actually included ...