Sage CRM

Hi, I have created a create new group button to go on my case screen. The button when clicked opens up the create new group page in a pop up but when I click save nothing happens. However if I click save without entering information the correct validation…

Hi guys I'm trying to integrate Sage with Contact Form 7 in WordPress using the Contact-Form-7: 3rd-Party Integration plugin. I have been given the fields in Sage to submit the form to and I'm using the submission URL: https://thedomain.co.uk/crm…

Hi there, does anyone know how I can integrate Sage with WordPress Contact Form 7? I need to set this up for a client but I have no idea where to start. TIA

Hi, We're on Sage 200 CRM Version 7.3 SP3.6 What we are finding is that on a lot of companies on their Sage CRM System is that there are two (Possibly more) Billing Addresses, both ticked and with their own unique AddressID, AddressLinkID, etc…

Hi, I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…

My Question is as follows: I want to efficiently manage my CRM contacts for MailChimp marketing campigns through groups. How do I do it best? Background: I have roughly under 2000 total sage subscribers. I am trying to import all contacts to ONE single…

Hi, I am attempting to create a new page in CRM using a custom .Net dll which will allow our users to hook into the Docusign API. When I attempt to send the document to the API I the dll throws an exception stating that 'Could not load file or assembly…

Hello to everyone, i am dealing with the following issue. I am trying to install Sage CRM 7.3 on our local server and i am faced up with the following error. When i am at the step where the user has to connect to the database he want to use or create…

how to change the default 30 min schedule in communication Scheduling Box

Hi All, I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page? I would like to use this value to alert users of specific information. Thanks! Mike

Dear All, Can someone please guide me what are the limitations (imposed by edition 100) for the level of customization in Sage CRM 100? Best Regards,

We are getting an error when trying to "Update Data from Sage CRM" in the Sage CRM Sales Lite App. One particular user logs into the application on his iPhone, clicks the Update button and gets the following error: Download Error Could not connect to…

I have created custom objects same as Quote and Quote items entities. In some scenarios I need to send quote details to the user and I can do the same. But not able to pull the quote items. How to pull the list of quote items and add it into email ? Is…

Hi all, One of my client requirement is like removing "Info Admin" option from "Available To" selection field based on logged in user from the below screen. So how do i write custom content code(java script) to the screen . I am unable to find the screen…

I am struggling to find any sources, apart from one on SAGE 7.1SP2 which has a great excel file which lists field changes between versions! All i want to do is know for example pers_emailaddress changed from one version to the next, probably in main…

Hi All, One of our old client upgrade sage crm 6.1 to 6.2h ->7.1 and facing the following issues. 1) While creating cases if we miss any required field and click on save button the field values are getting refreshed to its default value(Empty) and we…

Hi all, I am facing the below issue.Please help me to resolve. when creating new case i am entering all fields values except one of the required fields, of course sage CRM will notify the user to correct the highlited fields. the problem that all…

Hi All, I have created one list screen with filter box.If I add date type field to filter box and run filter container which includes filter box and list, instead of taking selected dates its taking only system date so that i am not getting exact output…

We currently use Sage 100 (MAS200) and Salesforce. We are considering switching to Sage 100 Premium and Sage CRM. My most basic question is this. In purchasing CRM (in Place) are we required to purchase middleware such as GUMU by GreyTrix. I don't see…