• Azure Storage Account - File Share as CRM library using the UNC path `\\{somesharename}.file.core.windows.net\library\`

    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…
  • Field Security changed in library after upgrading to 2023 R1

    Hi After upgrade to 2023 R1, field security was changed in library entity. The libr_companyid, libr_personid and libr_opportunityid changed is write access permissions to Deny. As a result, you were unable to upload documents. Someone has found…
  • Sage CRM 2023 R1 Unable to upload File - Validation Errors

    Anyone having issues uploading documents on v2023 R1? We just recently did an upgrade and keep getting 'Unable to upload File - Validation Errors' no matter what! Thanks, Anthony
  • SageCRM and Mailchimp

    Hi there, we are very new into SageCRM, integrated in Sage 100. I wanted to setup a group to export into mailchimp. The group has nicely been created. But when it comes to send to Mailchimp it appears that the system tells me that at least 3 mailadresses…
  • temp folder deletion

    Can you delete the temp folder in the library?
  • PrevCustomUrl in .Net

    Hi everyone, I have been working on getting the Prev Custom URL variable to correctly be used, however in .Net I can only get the return to work from the "New" upload, but the edit does not work at all.. If anyone could assist it would be greatly appreciated…
  • C# .NET Library on Custom Entity

    I'm having an issue with the redirection from the URL("343") action. The PrevCustomURL variable is not working correctly. The ASP code I've found is as such: var strURL=new String( Request.ServerVariables("URL")() + "?" + Request.QueryString ); myBlock…
  • Library path error

    Hello all, Few times, the library path in database is error. For example, the correct path is: A\ABC\File.pdf. But it appeared A/ABC\File.pdf few times. Why the \ changed to / ? The v ersion we used is 7.0.h, and language is Chinese. Thank…
  • ASP.Net Code to find location of Library Document

    Hi, I am attempting to write a custom email extension to Sage CRM 7.2 for the Docusign API. The idea is that from a document in CRM you can then select to send this to a recipient, to do this I am writing a custom .Net dll. The issue I have run into…
  • Outlook Plugin : File email function and inline attachments (images in signatures)

    Hi all, There is a huge problem in the File email function that generates a huge mess in the Library filled with "image001.jpg" files that are signature images and company logos... My question is quite simple : how can we manage this easily ? (I insist…
  • CRM document library

    Need some assistance with the library file... I am working on a screen in which I want to pass the library path and file name to an external program when a button is pressed on the screen. One thing I am noticing is that the library path does not appear…
  • Clicking on hyperlink in documents tab opens up library record in Edit Mode

    Hey guys, I have a customer that I'm doing some CRM customizations for they don't the fact that when you click on the hyperlink on the documents tab that it brings the record open in edit mode. Is there a way to modify this so it opens in view mode…
  • Download link for accpaccrmajax.js for sage 7.1

    Hi, Please let me know the links to download accpaccrmajax.js for sage 7.1 if anyone has that file please share the link or the file. I found a link in sage crm site i.e. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive…
  • Upload documents against an appointment

    Is it possible to extend the appointment functionality to embed an uploaded document against it. This might be a tab containing a library link, or just a field within the appointment screen with an upload control.
  • Update record ID on library item - custom entity

    I have created a library function for a custom entity(obligation) in CRM 7.1.d. The upload works fine and the record is created in either the opportunity library or the lead library, depending on which entity it belongs to. I would like to use a table…
  • How to make mailmerge with communication fields?

    Hello, I would like some advice about a development I have to do in sageCRM 7.1 sp2. The objective is to see under the companies: The equipments that we sold. The contract they have on it The interventions made during the contract Print…
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