Sage CRM

Hi all, My client have Microsoft Account for their emails and Calendar. But do not have Microsoft Exchange. can the calendar synchronization works without Microsoft Exchange? 1) Can the sync work with standard IMAP/SMTP servers? 2) Can the sync…

Does the latest version of CRM have the capability of syncing calendars to Office 365 Outlook? Thanks Sarah

In the Calendar tab for Sage CRM 2018 R3, the status filter defaults to Pending. Is there a way to change this default to All?

Hello Community, after an Upgrade from 7.3 SP3 to 2018 R3 the Calendar ist not working. It stucks on loading (spinner is running). The Tomcat-Service is running and fileexports are working too. Any ideas? I can't find any helpful in the logs…

Hello! We are working with a sale manager that needs to be able to see who the assigned user is on the Agenda and Task screens for the Team calendar. They are currently using CRM 2017 R3. Is it possible to add a column to the Team Agenda and Task lists…

Hi All, Why there's no Month View selection at Team CRM's Calendar? There's Month View in Team CRM's Calendar in Sage CRM 7.3 and below. However, after upgrade to Sage CRM 2018 R2, Month View of Team CRM Calendar is missing. Is there any method…

We are using to SAGE CRM 200 since 2016 and it was reported that the product will support Outlook and calendar. Among this two years of time sage is not able to provide a 64 bit outlook component Which can synchronize our MAIL and CALANDER data. It…

Hoping to get a confirmation or some assistance with the weekly calendar view for Sage CRM mobile. We have had several clients inquire about this and we have looked into it and cannot find a solution. Clients are using the Week view when on their calendar…

I have multiple clients who use their URL on their phones instead of the App. All are using CRM 2017. The Calendar view for "My Desk" allows them to look at today or the week. If they opt for the week (and they all opt for the week) you can't actually…

Hello, After upgraded Sage CRM From 7.1 to 2017 R1, facing the bellow issues, Can any one help?? Thanks.

Hi The new calendar in Sage CRM 2017/2018 has a better look but some basic features are still missing in my opinion: - possibility to create a appointment for another user from the calendar view - drag and drop functionality on other user's calendar…

Is it possible to modify the message body, pull in other fields etc, when an appointment in sync'ed to exhange ?

Hi All, I am just wondering if anyone would be able to help me. I've been asked if we can do the following to the calendar within CRM. I've reached out to support and they've said that they're not sure if it can be done, and to ask on here if anyone…

Hi everyone, I would like to comment on a few improvements or problems that we are finding in case can be solved. -Be able to filter the calendar as before -To be able to print -You can view the user communication in the agenda/calendar CRM TEAM…

Hi community, we got an issue with the new calendar function. When a customer log on the crm from an external client the calendar wont appear. Is the calendar using a new service or does it use the tomcat? Are there new ports for the firewall or…

When i login to the CRM version 7.3a and i arrive at my interactive dashboard. My "My Calendar" gadget displays my appointments 1 hour behind what they should be. If i click into the appointment, it shows the correct time scheduled, as does my main…

Has anyone run into the following ? Tasks to View has 4 options: 1) All 2) Today 3) Calendar Days 4) Next 7 Days What happens or should happen for option 3 - Calendar Days ?

Hi everyone. I am currently investigating on how to build an ASP page that has a custom calender. I want to show a certain entity in the calender based on the entitiy's datetime property. The calendar I want to show is something shown in the My CRM page…

When press new->Task the task screen shown when i press new company in the picture a popup screen appear and i fill the data for a company or person the when save the information and click continue the company and person filled and the popup screen…

Hi, is it possible to remove or add fields to the tooltip in the calendar week view: Same problem with the calendar dayview: Thanks

I'm a system admin who is fairly new to Sage. Our company uses the Outlook integration plugin versus the exchange integration for security/server reasons. When users sync appointments or tasks from Outlook to Sage, it automatically defaults the "team…

hi all please somone can give me license key Trial for Sage CRM 7.1 SP2 go to regestriy ---> eware---> config---->then license Please i want it immediately

How can i set Key value like T="whatever" , Key0="" ........ etc from .Net SDK ??????

Hi All, After a recent upgrade to SP2 the Date picker on one of our Terminal Servers stopped working. Tried clearing the cache, updating Java and rebooting the Terminal Server. The calendar appears and user are able to click around the calendar…