Sage CRM

Hi, anyone knows why am I receiving such messages when I click into my EDM's CTA (Call to action)? I tried using wifi and my 5G separately, displays the same message. Not sure if sage server is down. Please help

"Good afternoon, I would like to inquire about a problem I am experiencing when opening the quote display on the screen. I also want to attach an image of the error message that appears. Can you help me resolve this issue?"

Hi We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this? The documents are visible on…

We are using Sage CRM 2019 r2 and having an issue trying to export to Excel. Printing to the screen works fine. After selecting export to excel a window opens, the windows open a white screen, and nothing else happens. If we reboot the server…

I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

Hello, We have SageCRM 7.3 SP3. I'm trying to use the select parameter in sdata calls to reduce the response weight, but it doesn't seem to be working. I read in one of Jeff's post that the primary key must be returned at a minimum. I've tried that…

I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled…

Good afternoon, I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get…

Hello, We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata: myserver/.../vforecastmatrixapi It throws an error. The sql view has a few…

Hello, i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field. How can i change data is shown when i select a company…

Hello, I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity. Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id…

Hello, i've experienced a strange Error while trying to import data for Entity "Company". I''ve a 800 MB File full of Company Data and splittet it in 60-70 MB Files (.xlsx) just for testing. Now everytime i start the import directly on the Server…

Hi, I'm building a quote template and would like to display both the quote creation date and the quote page number. I've looked in the template creation "field chooser" but cannot see any fields for current date or page number. I'm assuming these…

Hi, New here - I'm using demo of Sage CRM Cloud and am trying to get two fields to add together. From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields. My code is here (inserted in both…

Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you

Hello, We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development: 1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used…

I have an issue in CRM 7.2.a.1 and I'm wondering if anyone has any advice on it. I have a Custom Entity that is linked to the person record. In other words a Person "has" some of these entities. What is happening, is that if I create a new person…

Hello, I took a copy of a database on a test server and restored it on a different server which has a different IP. Changed couple of variables in the restored CRM as well. However, in my escalation rule, i am trying to send an email in 5 min…

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…

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