Sage CRM

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…

Hello! I am wondering if there is a way to add/modify the entities in the new record list used to create new opportunities/cases/etc? Thank you in advance!

Our salespeople require multiple browser tabs to be open on a permanent basis showing various CRM screens, but this is causing an issue where the company top content appears on the wrong company record when certain steps are followed: 1. A browser tab…

How can I get any connection to linkedin? Does anybody know?

I am setting up IIS auto login for a customer, but not all users are in the active directory. Is it possible to use the normal login with password in parallel? E.g. for an access from outside without vpn or for users which are not stored in the active…

Hi Is it possible to create a Dashboard Gadget that displays the team calendar? Thanks, Sara

Hello everybody, today i have found a behavior that i don't understand. I have created a very small "Create Script" which only has the function to set a checkbox readonly if it is already checked: var bStatus = Values('comp_optout'); ReadOnly=(bStatus…

Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…

Hi we have an issue with the rectangle pipeline in that the stages shown in the tiles do not match the stages setup when clicking into one of the incorrectly label tiles it filters correctly to the stage that should be displayed but label in the…

Hello, Is it possible for the SID in SAGE CRM to be stored as a cookie instead of being stored in the URL? Kind regards Thilo

Hi All Has anyone seen this before (this is in CRM 2022 R2.1). User gets an error when going to the Opportunities tab under My CRM. They have view/edit/ins rights and the SQL log records select count(*) as fcount from vListOpportunity WITH (NOLOCK…

Hello, I have a scheduled task that execute the following JS script : var CRMUserName = "##username##"; var CRMPassword = "##password##"; var CRMInstance = "CRM"; var eWare = CRM = new ActiveXObject("eWare." + CRMInstance); eWare.FastLogon = 3;…

Hello, we are trying to use our Phone-Software (C4B) as CTI. The Problem: The CRM Auth. works with an SSID. Is it posible to change the auhtentification otherwise the Phonesoftware is not able to create a link? Kind Regards Thilo Lange

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…

Sage CRM Self Service is an API that lets a customer integrates a corporate web site with Sage CRM. The API allows visitors to a customer's site log and access areas of the site that perform functions such as viewing account information, reporting problems…

I understand the concept of automatically generating and updating leads. I am currently trying to add the Web To Lead page to the Sage 2021 R1 Self Service Website demo but. Can anyone help on how i can go about that?

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…

I want to use the gauge chart widget for visualization real revenue vs. plan revenue. Obviously the parameter for the upper limit only works with "sum" and "count". For Any other parameter "average,value,minimum etc.." the chart forming a sum. What's…

Hi getting the following error when trying merge on quotes An unexpected event has occurred: EAccessViolation: Access violation at address 1A782506 in module 'eware.dll'. Read of address 00000000 Error comes up as soon and you click on the print…

Any solution or customization available to enable importing contacts and emails from multiple domains, some of the domains on O365 and some other domains on exchange server? Some customers have 5 different domains and need to use this functionality…

Hi we have a few customers on 2022 R2 that have logged the following issue in that when they click into an opportunity record from the opportunity search screen results grid or the My CRM/Team CRM list and then click on the next button to go to the…

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 Probably I’m missing something, but I don’t find a simply way to do this. I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules. …

Hi there, How would I go about auto-populating the tax rate/VAT rate for a product in a quotation based on the value from the new product entity? I have been advised to make this calculation in SQL Server (which I can do) but should I hide the VAT…

Help please!! After rebooting the Sage CRM server today, we keep getting a message that the site cannot be reached. The first message that appears in the log is. I don't see this message previously. ERROR, Value name SSSessionExpiresInHrs does not…