Sage CRM

Is there any way to change a "stub appointment" (i.e an appointment that was synced from exchange to crm where the organizer of the appointment is not a CRM User). We would like to be able to update the appointment with meeting notes and change the status…

Hello, our customer has the Version 2018 R2. If the user get's an appointment from a customer via Exchange-Server. The user can't edit the company or/and person or/and info. The error is: Es trat ein unerwartetes Ereignis auf: EInvalidPointer…

I want to change the default duration of an appointment from 30 minutes to 1 hour. Is there any direction on how to accomplish this?

Using Sage CRM 7.3 SP3 integrated with Sage 100 2016 I have written a .net customization that reads a data file, creates a communication record, and attaches a pdf file to the communication. We have found that on occasion the wrong communication ID…

I've seen various requests for the ability to add attachments to Appointments in CRM, most of which have gone unanswered or left on peoples' wish lists. We had a similar requirement from our users to be able to do the same thing. I was on the point…

how to change the default 30 min schedule in communication Scheduling Box

I have issues when upgrading Sage crm v7.71 to 7.72 in updated component entity creation wizard. Please help.

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…

Is it possible to extend the appointment functionality to embed an uploaded document against it. This might be a tab containing a library link, or just a field within the appointment screen with an upload control.

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…