• 'Access Denied' when adding a document

    We are regularly getting an 'Access Denied' error when adding a document into CRM. The strange thing is this error seems to be based on the size of the attachment. A user that gets the error on one file can attach a smaller one!? The problem then starts…
  • an unexpected event occurred: EConvertError Invalid HTML encoded character (&+) at position

    Strange one here. On one system this (example) url (which is an attachment link) does not work and shows a CRM screen with an errror "EConvertError: Invalid HTML encoded character (&+) at position" We think its down to the ampersand encoding…
  • Modify New Record List in Sage CRM

    Hello! I am wondering if there is a way to add/modify the entities in the new record list used to create new opportunities/cases/etc? Thank you in advance!
  • I want get an linkedin-connection to the person or company

    How can I get any connection to linkedin? Does anybody know?
  • New error after reboot. ERROR, Value name SSSessionExpiresInHrs does not exist.

    Help please!! After rebooting the Sage CRM server today, we keep getting a message that the site cannot be reached. The first message that appears in the log is. I don't see this message previously. ERROR, Value name SSSessionExpiresInHrs does not…
  • Interactive Dashboard List Gadget Territory Filter

    Understand that List Gadget in Interactive Dashboard only allow String filter and territory is stored as int in database. Is there any workaround to allow List gadget to be filter with territory?
  • Sage CRM sData CRUD operation

    We are currently checking the capability of sData CRUD operation of Sage CRM. We are currently checking it with POSTMAN with Sage CRM 2020R2 and Sage CRM 2022. We are trying to create complete Company record in one single request which has its persons…
  • How can you purge old cases out of Sage CRM?

    We need to purge old (ok, really old) cases out of Sage CRM. How do we do that? thanks! Ann