Sage CRM

Hi Sage CRM Community, I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…

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…

Hi all, There is a huge problem in the File email function that generates a huge mess in the Library filled with "image001.jpg" files that are signature images and company logos... My question is quite simple : how can we manage this easily ? (I insist…

Hi, we are currently working on configuring cases and would like to display on the summary screen of a case the count of the uploaded attachments it has. Is there a simple way of doing this? Thanks,

We are trying to utilize the mail merge feature for the first time in CRM. The mail merge appears to works correctly but when we try to view the mail merged attachment we are unable to see the view attachment paperclip, and thus ultimately not able to…