Sage CRM

Anyone having issues uploading documents on v2023 R1? We just recently did an upgrade and keep getting 'Unable to upload File - Validation Errors' no matter what! Thanks, Anthony

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…

Hi everyone, My first question - and I promise I searched the forums and saw some related questions, but nothing that I could directly apply. We would like to export all the notes and documents attached to each and any company, contact or opportunity…

We are using multi-server environments with Sage CRM 7.1 version and separate document server. Planned to re-platforming environment and upgrade latest version. due to security restrictions we cant use document server within security zone. Currently referring…

I need an example of documents upload for Self Service and the list of uploaded documents.

Need some assistance with the library file... I am working on a screen in which I want to pass the library path and file name to an external program when a button is pressed on the screen. One thing I am noticing is that the library path does not appear…

Hello, I've created a new custom entity "fleet" depending on companies. My goal is to create a template with fields from that new entity but also from company, person, address, newprduct and familyproduct. When I add some search Select field …

Hi, Upgraded yesterday to 7.1 SP2 and have noticed the Library Management screen (which we have never used before). Looking at the video for using this feature, it is supposed to be populated with documents but ours is empty. I have checked that the…

I have added custom entity, created "Documents" tab in its screen and added a "New" button on that "Documents" tab's screen. The code of adding button is the following (I'm using CRM 7.1 and I'm doing customization in CRM SDK): string sURL = UrlDotNet…

Good day Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build…

Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build in validation…