Sage CRM

Hi Sage CRM Community, I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…

Hi I've read what available information there is for integrating Web Services using PHP but am having problem getting started. I'm not using nuSoap but the standard Soap features of PHP7. I can successfully connect, log on and acquire __getFuntions…

Hi All, We building an integration between Sage CRM and an ESP and two features of this integration are the synchronisation of Group members and Wave Item members (also from a group, although the field returned from the API is ' Wait_TargetList ')between…

When calling localhost/.../SOAP from an external development piece is the time out for the call controlled/set in the calling app or in the webservice/SOAP or CRM ? App -> SOAP/Webservice -> CRM The reason being this message is recorded sometimes :…

We have just received the following email from Microsoft, will this affect the Sage CRM Exchange sync? We are announcing the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. When this will happen…

Team, We running Sage CRM 2023 R1, I create a new database connection to our ERP 2021 database, then create a new table connection using this database connection, everything is perfect, however when I try to create second table connection using the…

Hi there, I cannot find recent answers to this question but we are operating off CRM 2022 R1 and trying to create dynamic groups based on products purchased. The line items do not seem to be available from the new products or order entities for use…

Having upgraded one of my test environment to Sage CRM 2023 R2.1 I'm receiving the following error message on the Import Emails screen Parsing OData Select and Expand failed: Could not find a property named 'sender' on type 'microsoft.graph.mailFolder…

We're using the Outlook plugin Lite with Sage CRM 2022 R1 te file e-mails from Outlook 2019 32-bit. This does not work. At first we get this screen on which the targets are not populated although the e-mail address exists in Sage CRM: On clicking…

Hi is there a solution that is able to perform any of the following : Applications or connectors that specialize in integrating CRM systems with social media. These apps can provide features such as social media monitoring, lead generation, and…

Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?

Hi do you know if it is possible to connect CRM to txt messaging service for sending out txt updates to customers Thank you

Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…

When a group fails to send to MailChimp due to issues with emails, an error group is created. At what point is this to be received into the Group list and do you need specific permissions to see this group or notification? A member of our marketing team…

Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…

Hi all, I am building a custom asp page to run in CRM but when i open the page on the application I get the following error : Class: CRMWrapper - Method: ExecWebPageNew - Error: The module was expected to contain an assembly manifest. (Exception from…

Hi all, Does anyone know if we can sync outlook category colors from CRM to Office 365 ? Thanx

Microsoft have recently announced the following: Today, we are announcing that on October 1, 2026, we will start blocking EWS requests from non-Microsoft apps to Exchange Online. https://techcommunity.microsoft.com/t5/exchange-team-blog/retirement-of…

Hi we seem to be getting an intermittent issue with the exchange synch, over the last few of months the synch stops and we this error in the logs: java.net.SocketTimeoutException: Read timed out ive tried various things and what seemed to fix the…

We have a customer running Sage 200c 2019 (Spring) looking to upgrade to a later supported version of Sage. Although this is relatively straightforward the customer is also running Sage CRM 2018 R3. The 2 products have been synchronized in the past as…

We use the Rest API of SageCRM to get data and update data. The performance of the Rest API is poor: a general get of one Person takes 500 ms. Is this the normal response time you can expect from the SageCRM Rest API? Do you have any suggestions to…

We are trying to add in marketing automation into our CRM. Aside from mailchimp, does Lead Forensics, LinkedIn/ Sales Navigator integrate with Sage CRM? Also has anybody managed to set up Sage CRM whereby it provides "LEAD SCORING" capabilities?

Is there a way to acces and update Sage CRM relationship data? We use the Rest API interface (sdata in version 2022 R2) to access company and person data. In the user interface we use relationships to do company-company relationships. In the Sage CRM…

Hello, I am dealing with a situation that I have been thron into. we currently are running SageCRM 200 V7.0 on a windows 2008 server. We also have AccPac 200 ERP (Version 5.6). We have a Entity Level Table Script in "Company" that is set to upgrade the…

Client has Allworx phone system and is looking to automatically create Phone In / Phone Out Sage CRM Communications against recognised Customer/Prospect/Supplier callers id's along with duration (start / end times) and user based on the call data records…