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  • Merge Company changes note_foreignid in notes table for unrelated entities, notes are moved to a different record.

    Hi all, having some issues with the Merge Company feature affecting Notes for other entities in Sage CRM and cannot find where to change it. We are currently using 2021 R2 and I've checked release notes for newer versions and didn't see any changes noted…

  • vMailMergeCompany not exporting added fields

    Hi, I've added a number of custom fields to the Company table but they are not coming through on merged documents, even though I've added them to the vMailMergeCompany view. The fields are avaible to select when creating the template but the data doesn…

  • Merge Company - source company info

    Hello folks - Thank you very much for the help you have already given. I have another issue and its kind of important. When we need to do a company merge, and we search for the second company, only a VERY small amount of info is shown about that…

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