• Library Record Creation - Sage 2017 R2 - SOAP /WEBSERVICES - Question

    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…
  • Error on Adding/Updating to both Sage ERP and CRM

    Hi, We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…
  • Customise Lead Entry Summary Screen

    Hi All Be gentle its my first day :) We have just started with Sage CRM and I am looking into customising the Lead Summary Screen. I have created a new view and added it to the LeadEntryBlock. However it does not appear on the Lead Summary Screen…
  • Number of records affecting system performance

    Hi everybody, I'm looking for your experiences related to the # of records in a database that trigger system performance issues. I'm deciding between effectively adding to 100,000 person records/year to the Person Entity, or storing them in a separate…
  • How to reference an extern dll to a Sage CRM project ?

    Hi, It's possible to use an extern dll referenced on a Sage CRM project (Basic Template or Entity Template) ? When I reference my own dll and I use It, I've this message error : An error has occurred in a CRM .net customisation. Please contact…
  • How to create pages in CRM 7.0

    Hi, How to add our asp.net page in CRM screen. What are the steps to do it? Give a detail explaination for this. Please do the need ful
  • How to add a field "Number of views" for a Solution

    Hello, I would like to add a field "Views" or "Number of views" on each Solution. This field must be incremented each time someone sees the solution. In order to see the most viewed solutions, the most popular. How can I increment it? Can a script be…
  • Sage Web Services Using PHP SOAP

    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…