Sage CRM

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 there Usually, we works with two views to execute a mail merge: vMailMergeOrders and vMailMergeChildrenOrders. I've creates a new custom child entity, called Planning, and I need to include on a mail merge. I've "n" childs for each orders, so I…

Hello, After upgraded Sage CRM From 7.1 to 2017 R1, facing the bellow issues, Can any one help?? Thanks.

hi, how do i go about this? i wanted 2 push/intergrate the sales order created in the CRM Into Sage 300 ERP

Hi All; I Have IFrame inside .Net Api page, how can i show iframe screen with out top menu : Thanks.

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…

We have a customer who has an Excel sheet which is used to produce certificates linked to their Sage 200 data. The certificates need to be reviewed on an annual basis. Is there anyway that the Excel sheet can create a Task against the customer record…

Dears All; when upgraded CRM from 7.1 to 2017 R3, shows the below error. " DotNetBuildError " this error shown when we call the page from dotNET DLL by button or iframe. It was working in the previous version. please advice me.

We just installed the new version of SAGE CRM 2017 R3. Working with the latest version of Sage 100 2017. We can open the CRM from a browser. But we can not open it with the Launch Sage CRM button that is on the SAGE 100 2017 home bar. That creates a bunch…

Please can someone advise me how I can log into the CRM web service without taking up a user licence. Is there a type of user that can be utlilised for this purpose?

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

hi, can we show photos of people in crm using library path for physical address of image ?? Thanks

In SAGE CRM 2017 R1.1, Favourite function doesn't work. When I set one entity, for example a task, as Favourite, with the star (image 1), then I go to the star-button in top-right of screen and there isn't any entity. When I come back to the task the…