• Create Follow-up Opportunity Field Value

    When creating a follow-up opportunity from a communication I want to bring the Wave activity over from the communication to the opportunity. Any ideas on how to do that? Thanks! Anthony
  • Filing outgoing emails sent from Outlook using Exchange server

    Has anyone found a way to file an email sent from Outlook to multiple recipients? I have a customer that sends out emails to multiple contacts and would like to have the system automatically create a communication records for each person it is sent to…
  • Triplicating Communication Entries

    Good Morning! One of my customers has Sage 200 CRM 7.3 SP3 and has recently, repetitively, had an issue when putting communications on (specifically emails). It seems to triplicate the records. The three records were created the exact same time(second…
  • Is anyone actually using the tablet theme in a live sales environment?

    We are looking at Sage CRM (7.3) for an existing Sage 300 customer. They only want to use the tablets, and they don't want to use the desktop theme, but there seem to be numerous things that don't work on the tablettheme. Is anyone actually using tablets…
  • Company Communications List no longer shows names of deleted people

    We are using Sage CRM 7.3b and previously were on version 5.8t. We've noticed in 7.3 that if you delete a person and then go to the company's communication tab, the person's name no longer displays in the communication list. In 5.8, the person's name…
  • What is an effective way of using linkedin connections for e-marketing?

    Hi, As an example, linkedin adds/synchronizes connections with the iphone. Details include company, position, email, phone number, etc. Is there a way to pull these details into CRM and use them for e-marketing? or linkedin messaging? How can someone…
  • Enable Workflow for Communications entity

    Good afternoon everyone. I'm trying to enable workflow for communication entity but I can't find the way to doing it. I've been following the steps in this article ( https://community.sagecrm.com/user_community/f/84/p/3606/8298.aspx#8298 ) and this…
  • SOLVED - Communications Preview Window

    Hi All, Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it? At present users use…
  • Pending communication

    I tried to delete the Pending communication(comm_status from database in dbo.communication based on User. I can't see the relation between the table other then channel id.I checked in Dbo.comm_link where i can see the relation but i can't find comm_status…
  • Trying to implement Tablescript to update user field in the Opportunity table

    Greetings all, We would like to use a user-created field (date/time) as a last updated field that we would populate using a tablescript. I have the following tablescript in place on the communications tablescript screen, but so far it is not doing anything…
  • Mail Merge a Quote

    I am messing around with sending a quote through a mail merge and am a little confused. Does the quote not automatically send as a email? It seems like its a pain to merge the document as a communication then create a new email/communication then attach…
  • Task list gadget report source.

    Hi, I am looking for the report for gadget of type "task list". The reason i am looking for it is because i am trying to expand it with my custom fields. Any suggestions are welcome. Thank you.
  • Spell Checker for SageCRM 7.1 and 7.2

    Does anyone know of a good spell checker that could be install on SageCRM for non e-mail areas?
  • Read Receipt from SMS in Communications Tab

    Hi I have a partner who is looking to see if it is possible to see a read receipt from an SMS message(sent from CRM using a provider such as Clickatell) in the communications tab. Thanks Emmet
  • Exchange server connection between Sage CRM 7.2 and Outlook2010 (Second stage is invalid)

    I am creating a new exchange server connection between Sage CRM 7.2 and Outlook2010 where i have to provide 4 pieces of information. Exchange Web Service URL: https://remote.crm-software.ie Exchange Server User Name: current name of the windows logon…
  • Communication Continue Button

    Hi, I am redirecting to a communication record using a redirect inside an asp page. The company summary page loads fine but the continue link seems to be broken, all other buttons are fine. The URL for the continue button seems to be "http://{server…
  • Change the default Reply To when sending a Case Update from template

    Hi all, We've created a Case Update template, all I now have to do is select the To: from the list of users, and fill in any additional details in the body. One problem I've noticed is users then reply to the update, and the default person is Sagecrm…
  • Mail distortion when auto-forwarding by CRM

    When sending a mail to CRM about new case for filing, the mail is successfully filed in Communications and auto-forwarded (by CRM) to assigned user for his information. The filed mail looks nice when looking its content in CRM, but when the assigned user…
  • alignment from left to right?????

    Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/
  • Customize Email Out Communication Screen

    Hello, Does anyone know if there is a way to customize the Email Out Communication Screen. Any help would be appreciated. Thanks.
  • Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • add button to main menu with menu

    Hi can i add button to main menu and sub button when click on it like shown in image i try to do this but System Act make it hard
  • Move an E-Mail In or Out from one Case to another

    Hello, our customer is using EMailManager for filing mails and create cases automatically. Now he asks why he cannot link a email in or out to another case if the case already exists and the customer has only forgotten to press replay and have the case…
  • Sage Web Services Using PHP SOAP

    I am using php SOAP to post lead data to SAGE CRM, the record get created but contains empty values. For some unknown reason my xml packet is being ignored. The SAGE documentation does not give an xml example for adding record (addrecord) to the CRM…