Sage CRM

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 created a group based on a custom entity "RelEnt" (prefix is "Rel") for custom relationship data for both Company A and Company B, but Send To MailChimp button is hidden. I then followed up the following article to change the email address column…

Hi, I wonder if it is possible to add URL Jump link to a group based on a custom entity. For example, a custom view is created for the custom entity named "Project". A group is created based on this custom view, and the user can click on Projec t Name…

Hi, I used Group functionality (CRM v7.3 SP3) to export the list to CSV file but got the following error: 2200 Companies processed Error creating Export Text file Error generating report. I checked the Temp folder, the file was not generated…

My Question is as follows: I want to efficiently manage my CRM contacts for MailChimp marketing campigns through groups. How do I do it best? Background: I have roughly under 2000 total sage subscribers. I am trying to import all contacts to ONE single…

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