Sage CRM

Is there something available to clone a user? Without going into a lot of details, this request is the result of COVID. Due to the nature of some businesses, COVID caused a huge decline in the workforce. Now those workforces are ramping backup. Therefore…

Hello, How to display some of the logged-in user attributes (firstname, lastname, ...) in the top frame aligned right. Thank you

Help please! I have created a secondary entities with the Advanced Customization Wizard and the only users that can see the tab for the newly created secondary entity are System Admins. I am not sure where I went wrong. The entity is secondary to the…

Hi, I am getting resource kind doesn't exist error while trying to post users resource! However for GET all users , PUT and PATCH I am getting a bad request error. URI i used for get all is: https://cloud.na.sagecrm.com/sdata/PersistentSystemsLtd885jkjfej…

We have had a strange instance where a user has been enabled for Exchange Integration, but as soon as they are, Exchange Integration crashed. Errors in the logs give things like, potential memory leak and unable to establish connection to Exchange Integration…

Hi, New to the forum, just after a bit of help in regards to using Outlook to send emails and getting them to attach in CRM. I'm experiencing the error message below which I have no idea about when going to the communications tab to see if the email…

I disabled and reassigned 2 old users to an existing user. After I did that the existing user no longer is getting the email notification when a new or reassigned case is assigned to him. The user who is assigning or reassigning the case gets an error…

Our company needs to report on forecasting by client rather than by sage crm user. Does anyone have ideas on how we could go about this as we have been told that we would need to look at customization, which comes at a cost? We have about 12 blue chip…

I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM. Is it possible for me to extract what the login is of the current…