Sage CRM

Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…

When I attempt to create a report, I get this error when trying to group by one of the fields. Is there something I set up wrong or need to change? Thank you. "this entry can only be used as a report column"

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?

Hi Everyone, I'm facing an issue when trying to import data from CSV file with Import Plus functionality. After I mapped entity fields with the fields in the file and hit Import, the process fails right after that, in the import summary it is saying…

Hello, We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata: myserver/.../vforecastmatrixapi It throws an error. The sql view has a few…

The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…

Hello, i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field. How can i change data is shown when i select a company…

Hi , I am getting Web-service exception as "Query failed to run successfully'" on excuting queryresult as below: webService.queryrecord("", "comp_companyId>0 and comp_updateddate >= ’08-05-2016 00:00:00‘", "Company", "comp_companyid") While…

Hello, Does the Self Service site have to be created with classic ASP Pages? Or can I create essentially any client side web site, and connect to CRM via SOAP and/or SDATA? If so, are there any tutorials on that? I've found and read many articles on…

Hello, I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity. Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id…

Hi all, Sage CRM 7.2 SP1 We currently have some Custom Content in place for the Lead screen, which will hide the 'Convert to Opportunity' button if a Lead has been converted to a Communication: <script> crm.ready(function() { if (crm.fields('lead_communicationid…

Trying to stop a rule from being accessible more than once so tried a rule similar to this however it doesn't seem to show the rule at any point. var LeadId = CRM . GetContextInfo ( "Opportunity" , "Oppo_LeadId" ); if ( LeadId == "2" ){ Hidden =…

If a company's contact sends an email to the Sage CRM configured email id, is it possible to log that email in the communication list of that company? can anyone help me with this? is it possible through any settings or does it require coding?

Hello, i've experienced a strange Error while trying to import data for Entity "Company". I''ve a 800 MB File full of Company Data and splittet it in 60-70 MB Files (.xlsx) just for testing. Now everytime i start the import directly on the Server…

Hi Can anyone tell me if the pop-up window that is generated when I want to convert a lead to an opportunity should be populated with the address details held in the lead information fields? At the moment, when I want to change a lead to an opportunity…

Hi, I'm building a quote template and would like to display both the quote creation date and the quote page number. I've looked in the template creation "field chooser" but cannot see any fields for current date or page number. I'm assuming these…

Hi, We've recently upgraded our system(s) to Sage CRM 7.3SP1 and unfortunately our end-users are experiencing an issue when they try to use the new Contemporary theme - they receive this error when they try and log in: You may need to recreate views…

Hi, I want to add a customize quotation format into quotation page in Sage CRM. How can i call a crystal report from the quotation page Best Regards, Raja

Hi, I'm new to SageCRM and I can't seem to find what version of Sage CRM is required for SDATA access? If mine supports it, I just get '404 - not found' errors when constructing the URLs. Thanks for any information anyone can provide. Kind regards…

Hi, New here - I'm using demo of Sage CRM Cloud and am trying to get two fields to add together. From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields. My code is here (inserted in both…

Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server? Best regards

Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you

I am to import data using Sage CRM for that i am using the SageCRM. It's working perfectly ok for me but when the umport data count is huge like 500K-800K it's took so much time and seems to be waste of time. So is any other alternative that will…

Hi, We have a question on the functionality of the 'List' api (GET). We need to understand the behavior for pagination. For the scenario: https://cloud.na.sagecrm.com/sdata/XXXXXXXX/sagecrm2/-/Address?startindex=1&count=5 We see the following…

Hello, We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development: 1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used…