• Sage 300 2019 PU1 Integration to Sage CRM 2018 R3 not honouring web screen dates

    Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…
  • Adding new field 'country' to Phone/Email screen

    Hi , I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…
  • Adding a new field to 'Proposal Submitted Page'

    Hi, I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…
  • Opportunity showing twice in the "New" Menu

    When in CRM and go to add a new record, the option to add a "new opportunity" appears twice in the "New" menu. Selecting either option takes you to the same place - the New Opportunity screen. I found the following post https://community.sagecrm.com…
  • Deactivate membership if more than 3 years of inactivity

    Hi all, may I know if there is a way to handle membership status in Sage CRM? I have come across a prospect, which is running a Youth Club Association. They are looking for a system to handle membership. One of the requirement is that the system should…
  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
  • Accessing field values from another entity via an advanced search select

    Hi, I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity. At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity…
  • Default Value in Filter Box on My CRM

    I need the default value of oppo_status in the OpportunityFilterBox to be "In Progress" in the context of My CRM and Team CRM, but "--All--" in all other context. I have tried a few scripts in the screen Custom Content, but no result. I tried adding condition…
  • Create New Opportunity Validation Errors

    I am using Sage 200 CRM 7.3 SP1.3 . When I create a new opportunity from the green plus button (system action 261) and try and save it, I get the error "Validation Errors - Please correct the highlighted entries" but there are no entries highlighted.…
  • Error When i click on continue button in opportunity

    Hello dears, I have a problem when i click the continue button in opportunity summery and redirect the page to a custom entity, this issue only appear for the admin user, all other users redirect to the custom entity with no problem....any help
  • cumulative field value display in summary page

    Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj
  • Currency field in search causes error in gadget

    I created a saved search that has a Currency field. The search works fine in the search screen. When I add the search to a list gadget, or a Summary gadget, it generates an error. If I remove the Currency field, the gadget is fine. In the logs, I…
  • #Oppo_OpportunityID# is shown with Opportunity Description texts but not Opportunity ID value in the email

    Hi, I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…
  • Escalation rule Opportunity Close Date Approaching reminding a second time

    Hello together, we have a escalation rule, which remindes us, when the date of an oppertunity is approaching. It is shown in the upper field by the bell then. There we have the opinion to Close it or to remind us again. When somebody closes it by…
  • Pipeline Graphic has disappeared!

    Help! Please! I am working with a version of 7.3 and for some reason the pipeline graphic has disappeared from the screen for Opportunities. The statistics box is still displaying, however, the graphic pipeline has disappeared. Can someone push me…
  • Workflow Pause Action

    Morning all, I am looking at creating a workflow action which will basically put an Opportunity in a "Paused" state so all other action buttons are removed except for the one to "Unpause" and then when it is unpaused, to go back to the stage it was…
  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…
  • Remove the Total Opportunity portion from the Opportunity

    Hi. I'm having a hard time trying to figure out how to remove the Total Opportunity from the Opportunity Details screen. We are not using Orders and Quotes - so I don't want to confuse my sales team by seeing this detail. Let me know how to remove…
  • Default setting for user team when creating new opportunities

    Sage CRM 7.2h How do I get my fields for "Assigned To" and "Team" to automatically populate with the User's name and team? When filling out the New opportunity page, we would like to be able to have these fields auto populate so that they don't have…
  • How can we copy value of territory field from entry or summary screen to other tab in Company Screen?

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…
  • Email notification escalation service

    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…
  • OTF Opportunity for Sage100 Quote/Order

    Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field? Thanks, Anthony
  • Sage CRM with Sage Etendue

    Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.
  • Mass update opportunity territory

    I'm looking for a way to mass-update the territory field for opportunities in Sage CRM, based on geographic location. As I understand it this can be done for people and companies by creating a group and then using the "Update Territory" button. But there…
  • Opportunity Stage button missing

    Somehow I lost the ability to quickly change the Opportunity Stage by clicking onto the next stage in the process. The options would be Qualified, Demo, Negotiating, Quoted, etc. that would appear in the right hand column of the screen below the Current…