Sage CRM

Hi All We have a client using the Email Manager Service and they have encountered a couple of issues. The first being when a new email is sent to the dedicated support mailbox the system creates a new Case record for the existing customer and records…

Hi I have a partner who is looking to see if it is possible to see a read receipt from an SMS message(sent from CRM using a provider such as Clickatell) in the communications tab. Thanks Emmet

I am creating a new exchange server connection between Sage CRM 7.2 and Outlook2010 where i have to provide 4 pieces of information. Exchange Web Service URL: https://remote.crm-software.ie Exchange Server User Name: current name of the windows logon…

Hi, I am creating a new exchange server connection where i have to provide 4 pieces of information. Where can i get or How can i find : Exchange server user name, Domain? I have access to MS Outlook on the server so i can test the connection and get…

Hi, One of my clients is moving to using Office 360 and also will be hosting their Exchange server in the cloud. Does anyone know of any issues with this set up and either the Outlook plugin or Exchange Integration with v7.1 SP2? For instance, Exchange…

Hi, I'm facing a problem with appointements, when I access Calendar tab (My CRM) trying to add a new appointement, filling all the fields, but once i click on "Save", the page just refresh and doesn't save anything. could someone help me. Thanks in…

Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…

I'm wondering if anyone has either created a work-around solution or has a better method for the following: We have several clients who use the Outlook integration to save emails as communications. These emails save perfectly and can be seen on Communications…

Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

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Hi, One of our customer ask us more security on communications. They don't want the sales representatives can see the calender of other users. My idea was: - Create a territory for each sales rep.( Like in demo database: Hans Muller in Holland…

Is there a way to run communication/activity reports for particular Groups?