Sage CRM

How do you print your notifications/alerts in the CRM system on a word document?

with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage

We use the Sage CRM Rest API (sdata) to view and administrate companies, persons, email addresses and phone numbers. GET's work fine, but when we issue one of the other methods, eg. DELETE, an error occurs on the server. Also responses get very slow.…

We have a customer using an version of Sage CRM that is no longer in support. Version 7.2 They have noticed the following message in relation to the Key Word Search. The message remains and no one is able to use the search function. We looked…

Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?

We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?

Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…

When we submit a series of GET-requests to the SageCRM Rest API, the first request takes up a great amount of time: at least 500 ms. Using the SQL Server Profiler I discovered that (at the first GET-request) there are two SQL Select statements executed…

Any request on the SageCRM Rest API gets redirected on the application server by IIS from "{server}/sdata/{installName}j/sagecrm2/-/{resource}" to "localhost:{port}/{installName}j/sagecrm2/-/{resource}". When returning from this request the respons contains…

Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…

I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?

Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…

Hi, I want to assign a case to 2 persons, while selecting name under assigned to I am able to just select one name, kindly suggest me on this. Thank You.

Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…

Hi everyone, upon successful logging into the self service website, it redirects me to a blank webpage instead of the home page. Likewise, when I try to access the home page via the menu/address bar while I am logged in, I get redirected to a blank page…

Hello everyone, I am currently facing the error below when trying to access the Sage CRM self service demo site. It began to occur after I performed a minor edit in the MC_getcontent function. I have checked the License key details and have insured…

My text on CRM is now visually smaller, how can I enlarge it again to what i was formally

Hi all, I am building a custom asp page to run in CRM but when i open the page on the application I get the following error : Class: CRMWrapper - Method: ExecWebPageNew - Error: The module was expected to contain an assembly manifest. (Exception from…

This pop up happens after every action. If you click cancel you get a spinning wheel. The changes seem to save if you click leave but it is a huge nuisance.

So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select * when i really only need a few fields. I want to use FindRecord…

how to enter de bold text in to text multiline

Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…

Hi all, I am trying to remove the Person information from the New company screen. I have the following code : $('#StandardForm > table:first > tbody >tr:eq(11)').hide(); and this hides it but because the Fullname is required it refuses to let me submit…

How can I change the code for a product I HAVE CREATED ON THE PRICES PER PRICLIST? Invalid Selection code. Code needs to be valid number. (Prices per Pricelist) i created the list with a code but the code is invalid. you can see that the code…