Sage CRM

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…

Is there anything on the roadmap to get the workflow enabled when the mobile web or app is used. I understand the responsive view for the tablet works AOK has workflow and get that on a mobile device most of the time end users will be just using mobile…

Hi, When I send an email to any static group I get the following error: Error processing GetValueFromField for field pers_lastname. List index out of bounds (569) Does anyone know what is the root cause of this error? The only thing I can think of…

Hi there, I added a case counter on the Company summary screen, this case counter is then shown on my "cases" screen when a new case is created. When a case is placed in queue (In the cases workflow) - I've executed an SQL that tells the company counter…

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…

I am having a problem with the communications not showing in parent entities. If i create a communication for the Person it shows fine in the person entity but is not showing up on the company page. The same is happening with Opportunities, communications…

Hello, We have Sage CRM 7.3 SP3. When clicking the Send Order/Quote button, the system forces the merge to use the "Quick template". We have different sales teams, who use different merge templates, so we can't use quick templates. When you click Merge…

Hello! I tried to make a new rule, if a ticket or a oppprtunity is closed by a different member as the assigned user of the opportunity or the ticket, but this does not work as I want, because now we get hundreds of mails for ALL opportunities . How…

We updated our Exchange server and need to change the Exchange Web Service URL but it is read-only. Is there any way to change it?