Sage CRM

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…

Hoping to get a confirmation or some assistance with the weekly calendar view for Sage CRM mobile. We have had several clients inquire about this and we have looked into it and cannot find a solution. Clients are using the Week view when on their calendar…

In the older versions, a simple way to add more then one person from CRM to an E-mail was to use the E-mail window pop-out option in your Preferences and, click the E-mail address from a Person record which submits into the To field of the popped E-mail…

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…

Hi, The zzzSageCRMTraining28112016 js files provides a script to display a Fusion Chart against the Opportunity Certainty field in the Details screen. This no longer works with "Chart Type not supported" as the message and, the console log displays…

Oh powerful brains of the Sage CRM community...please lend me your brain. :-) I am having an issue with the Lead Summary Screen (system screen) as I add some custom panels/blocks to it. When adding panels/blocks to a system screen, is there a vertical…

Have just installed V2012 R2 and I can not open any notifications. as seen below, the notifications are listed but there is no way that it can be opened form this screen The Snooze & Delete icons work, but there is nowhere on the drop down list can…

On the online help, I noticed reference to Data Upload into Custom Entities: Custom entities (where available) – the information you upload will be imported exclusively into the custom entity’s table. http://help.sagecrm.com/EcoSystemHelp/EN/Administration…

After upgrading a client site to Sage CRM 2017 R2 when sending a large group of contacts .e.g 8900 records from SageCRM to Mailchimp the following error message is received The group was not sent to MailChimp. Remove all bounced and unsubscribed email…

Using CRM 2017 R2 installed the SageCRMApp component - checked and see that OpportunityMobileExtra screen exists and I added a second field to the screen checked that the admin user is allowed mobile access and web services downloaded app from iTunes…

Hi, We are using Sage CRM 2017 R1, and am currently facing issue with Quick Find. Not able to search anything, it says Please contact your system administrator. Tried restarting Indexer Service and QuickFind Service. Please help. Thanks Anna…

Hi everyone, I would like to comment on a few improvements or problems that we are finding in case can be solved. -Be able to filter the calendar as before -To be able to print -You can view the user communication in the agenda/calendar CRM TEAM…