Sage CRM

Hi, does anyone know a way of adding multiple files to a CRM email? At the moment the customer clicks new email, selects their template and then has to click on the magnifying glass, browse to the file and then upload. However, they cannot select multiple…

Hi All, How to make the phone number and Email mandatory while creating a company? Base on some post in the community, I tried to add a table script level checking as below. if (!FormValues("fieldname")) { Valid = false; ErrorStr = "Field…

Hi All, Sending an Email out of CRM New Email->Send works perfect while workflow emails are not sending including Re assign. It was working before. No idea what happened. It gives an error as follows Any Help?

Hi All, While sending emails by users other than system administrator (the email id used for office 365)an error appears. Upon checking the log the following error is encountered. "SMTP: Could not send message. This may be due to AUTH not being supported…

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…

Hi All, Is there a way to create/configure an email notification send out to administrator or person in charge that will be triggered upon data is being exported or report being generated?

Hi, Please i need urgent help i have never been able to get email sent out of CRM I get this error I am using gmail server as test hostserver smtp.gmail.com port 25 2019-09-26 12:46:33.313> Mailbox: [email protected] 2019-09-26 12:46:33.315…

Hello, We're having an issue when sending emails to groups where sometimes it will send a blank email to the same group, but from the logged in user's email address. The only link I can make is that the "New email" page defaults to a logged in user…

Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…

I have an Escalation set to fire off an email when a new order is placed. Its running from the Opportunity table. It should be sending to the Primary Account Manager on the Company & then CC'ing 2 managers; I am BCC'ing myself to test. The 2 managers…

Using the standard communication.js script we are getting this error message when the script is trying to send an email reply: function SendConfirmationReply() { if (MsgHandler.FeedbackOnSuccess) { var sSubject = eMail.Subject.substring(0, 39); prepareConfirmationMail…

A customer of mine has their Sage CRM integrated with Sage PRO (retired ERP product in North America). The custom integration for the product creates the Person records, but has not required a Phone or Email value for the record. Therefore there’s no…

Excepion: jscript error: [SafeCall Exception]: List index out of bounds (0) Line: 270 Char: 1 Three weeks ago we upgraded our SCRM to the latest Version 2018.R2. And since forever we are using the Sage EmailManager to send replys to our Customers, that…

We are using to SAGE CRM 200 since 2016 and it was reported that the product will support Outlook and calendar. Among this two years of time sage is not able to provide a 64 bit outlook component Which can synchronize our MAIL and CALANDER data. It…

One of our client is having problem filing an email with emoji characters. I cannot see any resolution for this issue. Help needed as soon as possible.

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, When sending out emails to a group (mass mail), on pressing the SEND button the above error appears. I tested this on two installations of CRM (7.3SP1 and 7.3SP3) and I get the error in both cases. Any help would be appreciated.

Hi all, My company has a need to send (via email) a mail merged document as part of a buy/sell transition workflow rule. I see that Sage CRM has a workflow rule to email, and a separate one to perform a mail merge, but I am at a loss on how to automate…

Has anyone found a way to file an email sent from Outlook to multiple recipients? I have a customer that sends out emails to multiple contacts and would like to have the system automatically create a communication records for each person it is sent to…

hello, When people have left a company, we do not delete the records ( to keep the history), but we set the person status to "Inactive". To avoid using these inactive people in new CRM activities, we made some changes to screens and lists: - On…

Good Morning! One of my customers has Sage 200 CRM 7.3 SP3 and has recently, repetitively, had an issue when putting communications on (specifically emails). It seems to triplicate the records. The three records were created the exact same time(second…

Hi, I have installed stunnel on CRM server 7.3Sp1 and I get the following error: [!] bind: Address already in use (WSAEADDRINUSE) (10048) [!] Error binding service [SMTP Outgoing] to 127.0.0.1:25 Here is the config file: # Stunnel configuration…

Hi there, A customer who is scaling up their CRM usage wants the Email Manager to run in a separate Windows instance for performance reasons. Is it possible to separate the two? Thanks, Shahzad

Hello, We have Sage CRM 7.3 SP3. When clicking the Send Order/Quote button, the system forces the merge to use the "Quick template". We have different sales teams, who use different merge templates, so we can't use quick templates. When you click Merge…

Hello! I tried to make a new rule, if a ticket or a oppprtunity is closed by a different member as the assigned user of the opportunity or the ticket, but this does not work as I want, because now we get hundreds of mails for ALL opportunities . How…