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  • How to add communication type in SAGE CRM,

    Dear All, I want to create a new communication type, existing are Todo,Appointment,Email,etc...I want to specify custom fields that go into that communication type. Please provide a step by step guide to create a new communication Type.

  • Filing Emails to a Lead using CRM Outlook Plugin (7.2e)

    Hi, I'm looking to be able to file emails using the CRM Outlook Plugin against Leads, I understand that there has been a workaround available in previous versions - See Link: https://community.sagecrm.com/user_community/b/sage_crm_news/archive/2010…

  • Dashboard property 'c'

    Hi, I know that this is not supported but i will ask anyway maybe someone has come across this issue before. I have multiple instances of Sage CRM 7.2 installed on a server and recently i have installed and uninstalled 7.1. - because of a clash…

  • Email and Phone Data Duplicated and Not Synced For Updates Made Either By Admin or by Web Service

    There is a rabbit hole that is the CRMEmailPhoneData table and its non interaction with webservice updates to Email and Phone links tables. We had been testing cases where the EmailLink is deleted, (user deletes the email address for an entity but the…

  • Communications

    I am just trying to create a new communication for an existing Sage ERP customer but I keep getting the message that I do not have a valid value in the "About:" box. WHat is it looking for here? It will not let me enter anything. I tried to select Order…

  • (SOLVED) Hide the Communications tab from some user for a particular companies only

    Hi all, I would like to hide the Communications tab for a couple of companies - The tab should be visible to certain users only I tried a script based on this post: http://www.immenseserve.com/2014/11/01/tab-visibility-control-using-client-side…

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