Sage CRM

When working with a Lead record and matching a company to the Lead via the Add or Find this Company button. The system is supposed to open a pop up that displays a list of potential company matches, which you can select from, and everything happens within…

Hello, while working on a project for a customer i came across a rather strange behavior of the CRM. I tried to add a button on an ASP page for a custom entity that takes you to the search page for that entity. To generate the url i used this command…

On a 7.3 SP2.1 system. I have encountered a bug with keyword search. When navigating to keyword search, the URL retains all the Keys of the previous screen visited. For example if on an opportunity and click find->keyword search. On the keyword search…

Has anyone else had an issue with Phone and Emails not synchronizing properly between CRM and their ERP (specifically Sage100). I had a customer complain the data was not staying up to date, tried it on their system and they appear to be correct. I tried…

Can anyone direct me to a bug list for Sage CRM v7.3a as I would like to check through known issues to see if the e-mail merge functionality is broken via workflow links. It appears that if you specify a custom column in the e-mail "To" address the e…

Hi, I'm facing this error, "An unexpected event has occured : Exception : field Quot_OrderQuoteID not found." Here's step: 1. Go to Quote screen 2. select "Product Code" , "Edit Line Item" screen will appear on the bottom & then select "Delete…

I'm building list screen to show Cases for a custom entity but for some reason even though the filter box is set as a search screen and attached to the correct list I'm still not getting it to automatically add the --All-- and --None-- options to the…

Hi all, I have found what appears to be a calendar gadget bug within Sage CRM. The issue is as follows: The CRM we've implemented is based on the (UTC -4:00) timezone, this is the timezone we've set on the server. The user on the other hand is located…