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On a 2017R2 server the sync process for retrieving the Mailchimp campaign results is somehow not being excuted.
It is possible to send the Mailgroup to Mailchimp and create and send the Mailchimp campaign but the Last sychronization is never updated…
who can help me with this script because when I add it to the file client_ssdi_oppo.js it does not work MC_AUTO_onchange("oppo_primarycompanyid",'if(MC_edit()){MC_AUTO_AffectValues("oppo_note", cn(ValuesSrv("comp_codecomptable")));};');;
Hi,
I need to add two buttons to my find person page. Currently it has the find and clear buttons, I would like to add the help button and a create new group button like I have on my find company page. How do I do this, are there any examples of someone…
Sagacious ones,
Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
We have a client that is moving to single sign on in their environment. They are going with onelogin.com. There appear to be a couple Sage products listed in their App catalog but Sage CRM is not one of them. Has anyone had any issues arise after a client…
Hi
Has anyone found a way of cloning 'opportunites' or 'leads' in CRM 2017?
We have tried following the various articles on here about the COM ASP API, by Jeff Richards, but these are nearly 5 years old and refer to CRM 7.x. Here are the articles…
Hello,
I found some issues when upgrade CRM from 7.2 to 2017R2:
- Not appear campaign status field in (Administration -> Customization -> Campaigns), but shown in the campaign screen.
I solved that by update ColP_system field in Custom_Edits to…
Anyone have any suggestions on how to hide the 'Maintain Relationship' button in Company Summary? This is on version 2017
I will actually need to hide it based off the users role if that's possible
I have multiple clients who use their URL on their phones instead of the App. All are using CRM 2017. The Calendar view for "My Desk" allows them to look at today or the week. If they opt for the week (and they all opt for the week) you can't actually…
Upgrade to 2017 Causes Email issues: 5 out of 5 upgrades to Sage CRM 2017R3 from Sage CRM v7.3SP3 this fall/winter have resulted in the same issue for our clients. They send an email from CRM and receive the typical "There was an error sending your email…
Receiving this Error every time I try to create a new quote or opportunity. I have already tried re-typing in the User ID and Password. Any other possible ideas on how to fix this. This is for Sage CRM 7.3
Error Opening the Sage 300 Company SAMLTD.…
How can I include phone numbers in Quick Find without copying [CRMEmailPhoneData].[epd_PhoneFullNumber] to a custom field in company?
This is what I’ve tried so far...
Ideally, I would include CRMEmailPhoneData
CREATE NONCLUSTERED INDEX [IDX_QUICKFIND_EPD_Deleted_UpdatedDate…
Dears All;
when upgraded CRM from 7.1 to 2017 R3, shows the below error. " DotNetBuildError "
this error shown when we call the page from dotNET DLL by button or iframe.
It was working in the previous version.
please advice me.
Hi,
I successfully set up Exchange Integration on Sage CRM 2017 R1, and then enabled the synchronization. However, the Current Sync State field stays at "Waiting to Sync" and no synchronization event is even triggered. Exchange Sync Engine log shows…
Hi,
I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…