Sage CRM

Hi All, We building an integration between Sage CRM and an ESP and two features of this integration are the synchronisation of Group members and Wave Item members (also from a group, although the field returned from the API is ' Wait_TargetList ')between…

We use the Rest API of Sage CRM (2022 R2, on premises). The result of a GET of an Email fails to return the type of the Email. Same for GET of Phone (no type of Phone number). The documentation shows that the response should contain attribute '$type'…

I have one sage 300 company on which it's API are currently used for other services. Now am trying to integrate it with sage CRM but I got Unauthorized error as invalid credentials. but it's api are working as per this image

Hi Devs, please assist with resolving Cors Policy errors. I'm retrying to send requests to a CRM server running on IIS but they are blocked by CORS Policy (HTTP not ok). I am able to send the requests from Postman but I can't from a web app. I am aware…

Hello All, I'm having this issue when running the endpoint " http:// {{server}} /sdata/ {{install}} j/sagecrm2/-/Company" with no variables or with "startindex=1&count=10". For the first page I'm getting the id's (424,425,426,427,831,832,833,834,835…

Hi all, I am investigating a LinkedIn integration with Sage CRM but have so far come up short. LinkedIn's API looks to be extremely strict in terms of granting access and the use case for which the typical integration might be used (finding & linking…

I am looking at the COMAPI for Sage 300 and am impressed that it can do things the web API cannot, such as create an invoice. I notice the COMAPI is configured with the standard integration setup files found at https://support.na.sage.com/selfservice…

who can help me with this script because when I add it to the file client_ssdi_oppo.js it does not work MC_AUTO_onchange("oppo_primarycompanyid",'if(MC_edit()){MC_AUTO_AffectValues("oppo_note", cn(ValuesSrv("comp_codecomptable")));};');;

I am having a mysterious issue with a Custom Entity and the recent list. CRM is 2018 R2. I created a custom entity in CRM [manually], which is a top level entity, and on a related ASP page I have called the method: eWare.SetContext("AC_Plan",PlanId) Where…

Hi I'm trying to create orders using the REST API, which I can do (I can create an opportunity ID, and use that to create an order), but I need to be able to add order line items. I was going to GET an order and associated items, and use that to work…

Hello Community, we are currently on version 2017 r3 and running into a little problem. On edit I would like FieldA to be set to ReadOnly when I toggle FieldB's checkbox in real time and not after save. I've tried the below example and had no luck,…

All, Thanks for taking the time to read this. I have an issue with creating a library record via web services. AIM : Create a library Record -> Populate fields with data. Sample Code: ewarebase[] CRMBase = new ewarebase[1];//Allows reference…

After upgrading a client site to Sage CRM 2017 R2 when sending a large group of contacts .e.g 8900 records from SageCRM to Mailchimp the following error message is received The group was not sent to MailChimp. Remove all bounced and unsubscribed email…

Hi All, I am having an issue whereby the screens in .NET are not able to display information from a view containing two entities. I remember distinctly being able to do this in ASP. I've got a view to join a Custom Entity to the Person Entity and…

Is it possible to add a new opportunities button to the communication summary page in the same way that new companies and new persons may be added. I have seen how to add the "new company" and new person" buttons to a custom entity however I can't seem…

Hi everybody, in a previous article Jeff Richards told us how to make a border around a Checkbox in the Key Attribute Lists. crm.ready(function () { var queryVariables = crm.getArgs() if (queryVariables.Act == 1272) { var jTags = $("img[src*='FilledCheck…

Hello everyone, i've a problem to merge to fields (pers_firstname, pers_lastname) into a new field pers_completename When a user add a new person or edit a person the field pers_complete name should be filled automatically. I am really new to the…

Hello, How can I add tabs to self-service portal and then iterate through them? (I want to iterate through them so that i can extract the values and put them to my own HTML content) Any suggestion are welcome. Thanks.

Hi, We notice that there is no metadata ($properties) or description of fields available for the following objects: Mobile_Views CallListTracker RollUpHistory Is there any specific reason why these objects don't have a metadata? Regards, …

We need certain clarifications for the Sage CRM api: We notice that in the response for $list api for most of the objects, we also see URLs for related objects. For eg, for Company, we see the following: "Email": { "$url": "..../sagecrm2/-/Company…

Hi everyone, we are developing a Test-REST-Api-App to connect Zendesk-"Users" and CRM-Persons. Zendesk Users are identified Via the E-Mail-Adress and therefore need to Search for the Person with the current Mail-Adress. We are able to identify the "email…

We are working on connector that would consume the SData api for Sage CRM. We notice that there is a HTTP GET api call provided to get the environment details as follows: To retrieve this information, send an HTTP GET request by using the appropriate…

We have Line Item Screen Position set to Split. When we add a new line item or modify a current item, the page reloads and we are at the top of the page. The users has to scroll back down. 1. Is there anyway to avoid this? If I recall correctly this…

Dears, I'm trying to do an integration between sage 7.0 and accpac 5.5 and when i try to open a session i get an error "Class not registered (Exception from HRESULT: 0x80040154 (REGDB_E_CLASSNOTREG)) " i tried every solution online the target machine…

How to put " edit button or Link " on block . On Comapny Summary Screen, when click Company , change company edit page and click Address, change Address edit page. On New block, how to put this feature.