Sage CRM

Hi, We're using Sage CRM 7.1f, which included cross-browser compatibility. A number of employees used the send via outlook option, which was underneath the send mail option when creating a new mail within Sage. This button doesn't appear to be…

How add the Escalation Customization to add the asp file and how it's works

Hi I am trying to access Company data through sData and I can view stuff like Users, People, or the schema with no issues. When I try to view the company list, or even just a specific company with these URLs: servername/.../Company servername/.…

I cannot find instructions for how to revert back to Outlook Integration once Exchange Integration has been setup. Does anyone have steps for this? Kelly Kelly Hamann WAC Consulting Group – Western Region 4177 Yale Avenue La Mesa, CA 91941 Direct…

I’m trying to do a mail merge in crm and it’s giving me an error in the scrm log (com.sage.scrm.model.mailmerge.error.MailMergeException: Could not create the Java virtual machine.). The dashboard and exporting to excel works. I've tried restarting the…

Hi All having problems getting exchange sync working. we are having the following errors in the log file. Any advice: 2012-04-27/17:42:44.045/BST [com.mchange.v2.async.ThreadPoolAsynchronousRunner$PoolThread-#1] ERROR net.sf.log4jdbc.Slf4jSpyLogDelegator…

I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell

Is there a known script that could be used to transfer Communications or Notes from a Lead to a Company when the lead gets "Added or Found" to a company? Currently, if you communicate with a lead, or add notes to a lead, once that is either matched to…

Hello, Can anyone tell me why my Custom Content field in screen design page can content a few line of script? I cannot even past all script get from community. Is it has field length limitation of this Custom Content can be set to more or less? Best…

Hi, I am trying to add versioning to the CRM views to help keep track of certain changes to them, However I am struggling to get CRM to accept them. I either get 'Invalid script' or 'SQL error' when using the standard icons for commenting out lines…

Is SAGE 200 version 7.2 patch G supported for IE 10

Hi everyone, I new here. Sage CRM is good to change in career profile. i'm having 3 years of exp in ASP.NET (C#). please help me with this With Regards Prakash

Is it possible to change a person's company or remove a person from a company after a person record has been assigned to a company. Ex. - Bill Gates was put into Sage attached to no company - Bill is attached to company Microsoft - I now want to move…

Hi, Upgraded yesterday to 7.1 SP2 and have noticed the Library Management screen (which we have never used before). Looking at the video for using this feature, it is supposed to be populated with documents but ours is empty. I have checked that the…

Hi All, I am working on a workflow for a client in CRM for enrollment to a club. As part of the enrollment process, I want to place a conditional rule on whether or not the client has paid a deposit to the club so I used the following javascript: …

Hello the community. Can somebody tell me how to add fields which do not appear in the merge field list when you are merging documents. eg. i'm trying to merge file with some fields from communication table , but no comm_xxx field available in the…

I am using php SOAP to post lead data to SAGE CRM, the record get created but contains empty values. For some unknown reason my xml packet is being ignored. The SAGE documentation does not give an xml example for adding record (addrecord) to the CRM…

Hi I want to switch the Details and Status blocks in my Opportunity Summary screen. How do I achieve this? Thanks, Robert

Sage V71. I get Interactive dashboard error - Funtionality not available, please consult your systemadminstrator when I try to go to My dashboard. This independent of the user who is logged in. Under admin when I try to go to the standard / classic…

Trying to update an existing case after a new communication comes in for a case. Trying to do this in CreatComm function however it doesn't work and gives error on line ExecSql(). Any help would be appreciated. function CreateComm(bNotify) …

Hello everyone. I have create an Entity by AdvanceCustomizationWizard. I also do a backup DB before create this Entity. than I restore the DB and i still see the icon of that Entity exist in Primary Entities. When click on it go to its detail. It has…

Hi, I'm modifying the scripts of the Company screen so that I can show/hide a field depending on the type of Company. The thing is that I have almost done it but there is one case in which it doesn't work. I've created a new field and I've added it…

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