Sage CRM

Hello, We have sa situation where one of our customer need to run MailMerge on a secondary entity. Meaning, we created an child entity for the Case table (Ex: InspectionEmploye because a Case is labled as Inspection in the customer's system). This means…

I have a word document that I am attempting to use as a quote template. I feel that I have added the proper opening and closing name tags to the document. However, I keep getting the following error. The mail merge failed because of a problem with the…

Hello, I am currently setting up a mail merge document. All works fine, however, I am struggling with getting 'Contract' information to pull through. To set the scene I have created a handover document which pulls information from the company entity…

Hi there Usually, we works with two views to execute a mail merge: vMailMergeOrders and vMailMergeChildrenOrders. I've creates a new custom child entity, called Planning, and I need to include on a mail merge. I've "n" childs for each orders, so I…

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…

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…

Hi All, We've created sibling relationship in between Cases and related Companies in CRM 7.3 SP1. However, we're unable to do Mail Merge at Word 2013. Issue 1: Were given message when certain Case having more than One Company in the relationship…

Jeff has a great article here about embedding links in emails. community.sagecrm.com/.../embedded-links-in-workflow-emails.aspx I do understand the SessionFind? has bee depreciated due to security enhancements... but other then that this works and…

Hi, I'm building a quote template and would like to display both the quote creation date and the quote page number. I've looked in the template creation "field chooser" but cannot see any fields for current date or page number. I'm assuming these…

Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you

Hello, Does anyone know how to integrate pictures of the products in a quote/order template (Word or html) of Sage CRM? Thanks Jerome

Is that possible to to integrate Mailchimp with Sage CRM (v 7.1.f.s). If yes, can you have any article which explain it?

I would just like to register my frustration at having to use html for templates rather than Word. I understand that Sage went with the html option for version 7.1 because they 'didn't want to be dependent upon other software' for the delivery of their…

Hello, I hope all of you are doing well, my question is when I do mail merge the created document looks like every record in separate table I want it to be like table with the required headers and then all the records. What happened to that every…

Dears, I've been struggling with an error while doing the Mail Merge. I had Sage CRM 6.2 and the Mail Merge was working perfectly, when I upgraded to v7.5 build 7.1.h, it stopped working. The error log shows the below error: doEndpointPost URL:…