Sage CRM

Hi, Sage CRM 2018 R2: I am getting this message "E-mails cannot be sent as the records in this list are either not associated with a company or person or the associated record has no e-mail address" when trying to send mass email using a group. The…

Hi, I searched a lead and selected one from the result. Lead screen appears and then clicked 'Change' to edit and saved successfully. Upon clicking 'Continue' button the page shows an error as follows. The url is http://{server name}/CRM/CustomPages…

Hi , 1. I want to set up an email notification when a particular opportunity (oppo_description) is being lost.(oppo_stage = 'Lost'). I am not able to get through the 'Escl_xxx' variables.( Escl_WorkflowRuleId, Escl_EscalationId etc.. - their usage…

Hi, My customer wants the entries in tracking note in each stage- progress screen to be listed under the Notes tab for every opportunity. Can someone guide me on this please?

Hi all, We have Sage 300 2019 PU1 and Sage CRM 2018R3 If we create a quote where the customer does not exist in Sage 300 (Uses CRM99999 as default) then it prints like the shot below: (The allow non-existent customers option in OE set up is ticked…

Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…

I am trying to follow the article posted is the subject of my post and running into SQL errors. We have CRM 7.3 installed on a MS Server 2012. I have sucessfully created a secondary entity as well as screens and lists based on the fields of the entity…

Hi everyone, I have been working on getting the Prev Custom URL variable to correctly be used, however in .Net I can only get the return to work from the "New" upload, but the edit does not work at all.. If anyone could assist it would be greatly appreciated…

I have the following. New Sage CRM 2018R3 installation with integration. Sage 300 2018 with update 3. Installed with Web Screens and no Web-Deployment Files or Portal (as suggested by local support). Client is using Workstation setup on local PC's. Integration…

Hi, I need to change the Sage CRM logo to customer's logo within the CRM. Came across the article: https://community.sagecrm.com/knowledgebase/w/onpremisekba/834.605-16505-how-to-customize-a-logo-in-sage-crm.aspx However I think this applies to…

Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…

Hi, Has anyone encountered the following problem when upgrading. We have a table script in Documents entity that is trying to access the Values collection, however in the new version of CRM the fields I am trying to extract from the collection are…

Hi, I have created a create new group button to go on my case screen. The button when clicked opens up the create new group page in a pop up but when I click save nothing happens. However if I click save without entering information the correct validation…

Hi, I need to add two buttons to my find person page. Currently it has the find and clear buttons, I would like to add the help button and a create new group button like I have on my find company page. How do I do this, are there any examples of someone…

When I use workflows with my custom entities, the selection fields are displayed incorrectly, how can I fix this.

Hello, I've checked other areas of the forum with not much success, what is the best way, if any, to have a notification (possibly escalation?) to inform us when the Integration to Sage 200 fails? Or if integration hasn't been successfully run in x…

Hello, I am currently setting up a mail merge document. All works fine, however, I am struggling with getting 'Contract' information to pull through. To set the scene I have created a handover document which pulls information from the company entity…

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…

Hi, I am having issues with saving a read only calculated currency value to our database from a workflow screen. I have a custom JS function that is updating all of the values on screen. The screenshot below shows the section of the workflow action…

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…

Can we change order for screen panels on Lead so that on Lead Summary tab it shows Lead Company Details Panel first and then others ? I tried changing the order form Administration -> Customisation -> Lead > LeadEntryBlock but no good thanks

We have too many people with the same first and last name, for people I need another field like Pers_EmailAddress. I want the following output <pers_firstname> <pers_lastname> <Pers_EmailAddress> How or where can I customize this. Can I get information…

I have the problem that the month name is displayed in English when I use this formatting dd.MMMM.YYYY User and document are set to German. How can I fix the problem?

Hi Has anyone found a way of cloning 'opportunites' or 'leads' in CRM 2017? We have tried following the various articles on here about the COM ASP API, by Jeff Richards, but these are nearly 5 years old and refer to CRM 7.x. Here are the articles…

Hi, I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity. At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity…