Sage CRM

Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

Good morning all, We are operating off Sage CRM 2022 R1 and the guide from https://help.sagecrm.com/on_premise/en/2022R1/Main%20Menu/Content/User/FI_UsingAdvancedFind.htm?Highlight=Advanced%20Find shows a Preview SQL button in Advanced Find but this…

Hi all, I am having an error with 2 users, and these 2 users is from the same team. All other user from another team is okay. These 2 user cannot access any page related to Lead list. it was working before, until I change a lead stage selection…

Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…

Hello All. I have a client that has an external URL that points to their CRM installed on their local server. WHen i go to the URL, i can successfully login. But, i cannot figure out how to get access to TEAM CRM. I am logged in as the Admin account,…

Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

Getting an error message after moving to new server "Leave Site? Changes made may not be saved. Where do I fix this?

Hi I want to adjust stage and status to Read Only. I'm not sure where to set the settings because there aren't these 2 fields on the oppotunity page. Do you have any advice?

Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…

Hi, I want to assign a case to 2 persons, while selecting name under assigned to I am able to just select one name, kindly suggest me on this. Thank You.

The CRM search index service has not been run since 14/06/2023 13:35. Please verify that the index service is configured correctly.

Hi, Is it possible to replace the default restriction on duplicate email addresses with a validation prompt that would allow you to acknowledge you're creating a duplicate and proceed? Thanks.

My text on CRM is now visually smaller, how can I enlarge it again to what i was formally

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

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Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Hi, When I want to change the Administrator -> System items configuration, I always get 401 error page, I tried to give all the folders administrator's premission but doesn't help, anybody know how to solve this? Thank you, Nesson

We are regularly getting an 'Access Denied' error when adding a document into CRM. The strange thing is this error seems to be based on the size of the attachment. A user that gets the error on one file can attach a smaller one!? The problem then starts…

Strange one here. On one system this (example) url (which is an attachment link) does not work and shows a CRM screen with an errror "EConvertError: Invalid HTML encoded character (&+) at position" We think its down to the ampersand encoding…

We are using an Azure Storage Account, and a dedicate file share in a private subnet. You can connect using the UNC path to the store eg. \\{somesharename}.file.core.windows.net\library\ Using the Administration → E-mail and Documents → Documents & Reports…

IS Sage Crm capable of MFA (multi factor Authentification) ? If not is it on the road map ? Thanks

When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…

I am noticing on an install that I am working on when I move the screen from my laptop to a larger connected monitor, I loose all the background color on my screens. I have never noticed this occuring before. Has anyone else ever had this occur and if…

Does anyone have a workflow or code example that will allow us to migrate a person from one company to the next? Or is there a built in functionality that I am unaware of? We work in an industry with a lot of turn over and cross hiring, just trying…

Hi has anyone got any experience with getting CRM to work with cloudlfare? our IT company use cloudflare to making CRM accessible externally but we are getting an error with the dashboard (all other tomcat features seem to work ok) and also and issue…