Sage CRM

Hi everyone we successfully used the Email-Manager in a SageCRM V2018 R3 Install to import Leads from a website (WebSite sends Email with values from a form) and it was working perfectly. Around one week ago, the processing of the script suddenly…

I am having an issue with an ASP page for a custom entity. There is a white box covering a portion of the top frame and I cannot determine what is causing it. This is what it looks like... It is the white area just under the black Sage CRM bar.…

I inadvertently posted this in Sage 300, so I am reposting it here. Help please! Not sure if I cannot see the forest for the trees on this one or if there is something missing on the server. I typically never have an issue updating the value of a…

Hi All, While sending emails by users other than system administrator (the email id used for office 365)an error appears. Upon checking the log the following error is encountered. "SMTP: Could not send message. This may be due to AUTH not being supported…

Hi All. I'm looking for some suggestions as to how we should proceed in having our customers verify their current contact information within SageCRM 2018 R3. I've come up with this method: Created an Email template with the required Customer Fields…

In the Calendar tab for Sage CRM 2018 R3, the status filter defaults to Pending. Is there a way to change this default to All?

Recently upgraded and integrated with Sage 300 2019. For the most part everything is working. There are 2 Sage 300 databases configured for integration. All of a sudden, when clicking into an integration area, like the Customer tab, I am getting the…

I am having an issue with Sage CRM 2018 R3 and Sage 300 2019 integration. CRM and Sage 300 are on separate servers. CRM is setup to be accessed via HTTPS There is no HTTPS access to Sage 300 web screens on the Sage 300 server When CRM is accessed…

I am having an issue exporting a report to XLSX in Sage CRM 2018R3. The message on screen is the typical message, An error occurred while running the report. Error generating report. Exporting to CSV and Excel CSV work fine, no issues. All other tomcat…

When working with a Lead record and matching a company to the Lead via the Add or Find this Company button. The system is supposed to open a pop up that displays a list of potential company matches, which you can select from, and everything happens within…

Background I think Sage CRM is largely popular for it's integration with Sage ERP, so we often get clients who require a CRM but don't do business in the traditional B2B model. In this case, I have a client who will be connecting Sage CRM 2018 R3 to…

Hi. I was wondering how do I get the Recently Viewed Companies to appear in the interactive dashboard? I have it appearing in the Classic dashboard but would love to see it on the interactive side. Let me know. Thanks, Steph