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  • Integration with Outlook and Mailchimp

    Hi everyone, I have two queries. 1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…

  • Inserting Emails from Outside Source - Person Record Exists, No Phone/Email

    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…

  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?

  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…

  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…

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