Sage CRM

We've been having this issue since going live with Sage CRM back in November and it is affecting every user. We went on 2018 R2 and have since updated to 2018 R3 Under the documents tab, I click Add File, select my file to upload, and I then receive…

Hi all, My company has a need to send (via email) a mail merged document as part of a buy/sell transition workflow rule. I see that Sage CRM has a workflow rule to email, and a separate one to perform a mail merge, but I am at a loss on how to automate…

Hi Everyone, SageCRM_2017R1_ReleaseNotes_EN Document released has stated that 0-167952-QA - Interactive Dashboard - Search select advanced (SSA) fields were not available on gadgets based on custom entities. This issue is fixed. But, this issue…

Hi, On company documents list, I want to filter out all documents that belong to People (currently the list shows all documents, Company and People documents). In the custom content box of the Documents secondary entity (LibaryList), I added the code…

Hi, I am attempting to write a custom email extension to Sage CRM 7.2 for the Docusign API. The idea is that from a document in CRM you can then select to send this to a recipient, to do this I am writing a custom .Net dll. The issue I have run into…

Hi, I'm trying to create a label using merge field but I can't seem to work it out? I'm currently using CRM7.1SP2 Instead of getting multiple label in one page, I can only get one record per page and other merge field in that page will appear as normal…