Sage CRM

How do you print your notifications/alerts in the CRM system on a word document?

Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou

We are getting this at a client. Each morning it happens & they can't log into CRM. Then after a few minutes, it starts working OK. Then it will intermittently happen during the day. This is a new server from a recent upgrade & been happening since go…

Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

My company uses Bee pro email template maker. when I export (copy) the code from Bee and add it as code to the new template, the CRM editor butchers the template. Color of font can be wrong as well as placement of pictures and other content. certain items…

Hi all, on my server, I have existing web application of Sage 300(port 80: OAuth:4433 ), Sage 200(port 10445,10080,10443,10082,10444), SEI(port 81), and more web applications using different ports (8083,82). Today I am installing Sage CRM, the outcome…

It was mentioned a potential vulnerability for 3 Sage CRM versions, then this comes out around 5pm ET on 12/15/21: where we have identified the potential for vulnerability, we have issued an initial patch. Where are these initial patches that are mentioned…

Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.

I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

Hi, Can any one suggest me some ways to host SAGE CRM on cloud? Thank You Teejan Equipment LLC

Hi everyone! I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that…

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…

Can we change order for screen panels on Lead so that on Lead Summary tab it shows Lead Company Details Panel first and then others ? I tried changing the order form Administration -> Customisation -> Lead > LeadEntryBlock but no good thanks

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

All, Thanks for taking the time to read this. I have an issue with creating a library record via web services. AIM : Create a library Record -> Populate fields with data. Sample Code: ewarebase[] CRMBase = new ewarebase[1];//Allows reference…

Recently upgraded Sage crm to crm 7.3 sp3.6. On some of Screens e.g Orders and Quotes, button panel from right hand side is falling off the screen when its in edit mode. It was working fine in Older version of CRM and also works fine if i change theme…

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

Hello, I just started working with CRM last week so excuse me if I ask a silly question, but I am trying to restrict the Documents tab for a company from certain users but only when the comp_type = 'client'. I can get it to work with one or the other…

Hi, Notes tab of Company shows Grid with Note ( note_note) column. How can I show all the test in this column. This column has some limit and only shows some part of text ( if its very long ) . Thanks

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…

I created a new table called seeds ( from advance customization > table and databases ) i want to create oppo_seedsID on opportunity but oppo_seedsID need to be advance Search Select Field I can not find seeds entity in search Entity Drop down list…

Hi @all, in component scripts you can use the function TableExists(%Tablename%) which returns true, if the table exists in Custom_Tables. When I run this function with the name of a custom table (e.g. TableExists('My_Own_Table')), it returns false…

Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…

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, We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development: 1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used…