Sage CRM

We have a customer who has an Excel sheet which is used to produce certificates linked to their Sage 200 data. The certificates need to be reviewed on an annual basis. Is there anyway that the Excel sheet can create a Task against the customer record…

Hi, Is it possible to set a popup message alert for Task or appointment in sage CRM? Thanks. Raja

Is it possible to have the status of a new appointment set to "done"? Is it possible to change the status of all past appointments to "done"? We are working with Sage CRM but still use Exchange for scheduling and tasks management. Most of our people…

Hallo, is it possible to print the complete content of the "CustomCommunicationBox" incl. the longer text in details_field ? The normal print-button makes/print only the screnn capture. MMA

Hello, I upgraded the CRM 7.0 to CRM 7.2 and the system mostly work fine but the Exchange Integration. Here is the summary based on what I've found: 1. The synchronization of contacts works fine; the synchronization of tasks and appointments doesn…

Hi all, We are looking into way of triggering an automated appointment creation based on selection. For example: If I create a new appointment in sage CRM 7.1 and select "Holiday" as the action. Complete all relevant details on for the appointment…