Sage CRM

Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…

Hi all, I am trying to remove the Person information from the New company screen. I have the following code : $('#StandardForm > table:first > tbody >tr:eq(11)').hide(); and this hides it but because the Fullname is required it refuses to let me submit…

How can I change the code for a product I HAVE CREATED ON THE PRICES PER PRICLIST? Invalid Selection code. Code needs to be valid number. (Prices per Pricelist) i created the list with a code but the code is invalid. you can see that the code…

Hello, I have a custom entity and want to get a value (price) from a custom sql-table based on the chosen value of three fields (product, channel, place) Every time one of the three fields were updated in the screen I need to update the price. …

We upgraded from Sage 200 2022 R1 to 2023 R1 and now we are having issues with the Tomcat component. We previously upgraded our QA environment with only minor issues. The Tomcat component and related functionality work without issue. After upgrading…

Is there a way to acces and update Sage CRM relationship data? We use the Rest API interface (sdata in version 2022 R2) to access company and person data. In the user interface we use relationships to do company-company relationships. In the Sage CRM…

We use the Rest API of Sage CRM (2022 R2, on premises). The result of a GET of an Email fails to return the type of the Email. Same for GET of Phone (no type of Phone number). The documentation shows that the response should contain attribute '$type'…

Hi Recently, I received information from my BP stating that in order to delete a quote or order in Sage CRM, it is necessary to delete each line item individually until the line items grid is empty. This process struck me as quite unusual, as in my…

Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…

Hello, I have a scheduled task that execute the following JS script : var CRMUserName = "##username##"; var CRMPassword = "##password##"; var CRMInstance = "CRM"; var eWare = CRM = new ActiveXObject("eWare." + CRMInstance); eWare.FastLogon = 3;…

Hello, we are trying to use our Phone-Software (C4B) as CTI. The Problem: The CRM Auth. works with an SSID. Is it posible to change the auhtentification otherwise the Phonesoftware is not able to create a link? Kind Regards Thilo Lange

Hello, Pertaining to Mailchimp integration. Once a MC Campaign has been sent, we are able to see the results in CRM. From the results, we can create a New Group from contacts who Clicked the Mailchimp Campaign. When we create that new Group, here…

Hello, I am trying to create a new case using the REST API, and I want to connect a particular workflow to it. Simply setting Case_WorkflowID to the suspected workflow id doesn't seem to work. Do I have to create a new workflow instance? If so, how…

In REST Web API i.e. how can we have two condition in same get URL, for example I have to pass assigned user id and project name too in same condition. For example, if there is project entity, I want all the project which is assigned to User id : 1 and…

Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…

I'm using Sage CRM 2018 R2. I am using some sdata calls which have been working fine until recently the calls to the sdata API are now returning a 403 Forbidden error. Does anyone know how I can go about resolving this ?

We have a customer using 2018 R2 who is looking to upgrade shortly, however they have said they have an issue with data sometimes. They have dashboard reports where on some lines a user ID will show instead of the user name or the Code will show instead…

Does the latest version of CRM have the capability of syncing calendars to Office 365 Outlook? Thanks Sarah

Export all data from CRM to Excel. I have full admin rights, I believe, but do not see the option to export. I have found some strings that say where this should be and I don't see this option where it is supposed to me. Does this have anything to…

Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…

Hi all, Just wondering if anyone knows whether it is possible to run A/B testing in a Sage MailChimp campaign? If it is not possible through the standard integration, do alternative integrations like Qmulus' MailChimp integration offer it? I can't…

Hi everyone. I am relatively new to SageCRM(2020 R2) & I have to use REST API for getting and posting cases. I am stuck on: =>To access a Sage CRM record data via the RESTful API, use the following URL format for your HTTP request: http://{server}/sdata…

Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers. After…

At one of our customers an error occurs during Excel export, no matter if group or report. These lines can be found in the log files. ERROR generating excel file. HTTP status:200 Message: A certificate is required to complete client authentication Feb…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.