Sage CRM

Hi all, I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user. However, Siang still not able to find/access this company or view the lead related to this company even though the…

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 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'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…

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…

Hello, I am trying to create a new case using the REST API, and I want to connect a particular workflow to it. Simply setting Case_WorkflowID to the suspected workflow id doesn't seem to work. Do I have to create a new workflow instance? If so, how…

I'm new to Sage CRM and would like some help. I've added a new Company to Sage CRM but when I do a 'Company' search it doesn't appear. However, it appears under a Person search. I double checked that I had entered the new record under 'Company' and…

Hi All, I am trying to create an automatic follow up task when a new quote is created. A developer created a table script but it doesn't work, I actually can't see anything happening in the log myself, not sure how to tell if it's being logged properly…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

We just integrated a test version of CRM and Sage 100. If we create an opportunity in CRM and then create a quote from in with integrated Sage 100, how do we convert that quote to an order, without having to retype all quote info on the customer in order…

Not able to link from SAGE CRM to SAGE 100 and unable to maintain stores or create SO's..keep getting error 502- webserver received in invalid response while acting as a gateway or proxy server.

Hello all, We're using Sage CRM 7.3 hosted onsite. It's integrated with Sage 300 2016. Looking at the Sage CRM 7.3 user guide, on section 12-7, it says "To create a new quote based on the existing quote information, click Clone." We can't find this…

We have an escalation referencing a secondary entity that posts a notification on screen when certain field requirements are met. Clicking the notification though brings up the "Functionality Not Available, please consult your system administrator" error…

We have an issue with the syncing between Outlook and SageCRM. Outlook is from Microsoft Office 2010 v14.07 and SageCRM is v7.2. Syncing of Tasks in Sage CRM is working as expected. We checked by synching one of the task and found that it is synced as…

The people who use SageCRM have a couple of request I am not sure of. First when they create a task that is pending, say to call someone in a week, they would like a pop up when the event comes up, much like the Reminders pop-up in Outlook. Right now…