• What's New in TimeLinx PSM ( Project and Service Management) for Sage Video

    Interested in “What is New in TimeLinx PSM ( Project and Service Management) for Sage” but were unable to attend the live broadcast? No problem, we have you covered. Click the link below and get an update on current industry trends, news about the company…

  • Export From CRM to Excel Issue

    We are using Sage CRM 2019 r2 and having an issue trying to export to Excel. 

    Printing to the screen works fine.

    After selecting export to excel a window opens, the windows open a white screen, and nothing else happens.

    If we reboot the server the export…

  • Duplicate Meeting Records

    Hello dear community,

    I have the "old" problem in CRM that communications are displayed multiple times.

    Since I installed the plugin "Component: UI changes to External Attendees (Sage CRM 2021)", the external attendees also appear as duplicates…

  • Having issues with OnChange Scripts

    I've been trying solutions recommended by similar posts on the forums, verifying to the best of my knowledge that my Javascript syntax is correct, and I'm still having issues.

    I'm trying to display a field "Duration of Rental" only if the Opportunity…

  • Limit access based on position

    Hey guys, 

    I hope this is the right place to post, but I was wondering if there is a way to limit user access of a tab? Eg, I wanted to give a division manager access to the marketing tab but i wanted to limit what information they had access to? Would…

  • Get all companies returns bad data for first page

    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…

  • CRM for Email Marketing

    How does a CRM system work with email marketing? Which CRM is the best for email marketing?

    Thanks in advance & Regards

    Rajesh

  • QuickFind customization

    Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.

  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

  • Custom log file script problem

    Hi,

    Creating a custom log file that appears in CRM is relatively easy. Add a new translation with the caption code of something like MyCustomLogs (the caption code is the actual log file name referenced in the script), the family is selLogFiles and the…

  • Help with Configuring emailing from CRM

    Hi

    Many moons ago, setting up emailing from CRM was easy. Most people used Internal SMTP and it worked. I didn't because I felt that was only good for demo purposes. I used CDONTS. All that required was installing SMTP service in Windows and then configuring…

  • How to host sage crm online?

    Hi,

    Can any one suggest me some ways to host SAGE CRM on cloud?

    Thank You

    Teejan Equipment LLC

  • Validation on New Opportunity

    Hello,

    We have a custom field named "Type of Customer" on the Company Entity, however, we would like it so that it is not possible to create new opportunities for companies with a specific type of customer. I have used the existing validation in place…

  • Removing "priority" from New Opportunity

    Hi,

    Can anyone help me, i'm trying to remove the priority field from the status box when creating a new opportunity.

    I've managed to remove it from the opportunity summary screen however cant figure out out how to remove it from the new opportunity…

  • Problem running an SQL Update query in a table script using CreateQueryObj() Exec()

    Hi all, I have a problem running a query to update a Company record from inside of the Comm_Link (secondary) entity. The query starts in Comm_Link > grabs Communication details > grabs Company details > updates a new custom field in the Customer…

  • Using buttons to link to a tab created by a custom entity

    Hi everyone!

    I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that…

  • Using the Outlook Plugin with other Browsers

    Hello,

    With Microsoft ending support for Internet Explorer for Office 365 Products going into next year, we have a number of sites which use the CRM Outlook Plugin that currently only works with IE but is there any plans for the Outlook Plugin to be…

  • Hide the new appointment entry screen

    Hi,

    Can someone show me how to hide the new appointment screen from certain users.

  • Sage 200 CRM Card Payment Form Launch

    I'm trying to create a button in CRM to launch the 'Online Card Receipt' form (Sage.MMS.SalesLedger.OnlineCardReceiptForm). I think I know how to add the button, but I am not sure how to launch the form since it doesn't use a standard form ID as described…

  • Sage 200 / CRM Form Launching

    At the moment our CRM (2018 R3) has a few form launching options under a company or opportunity. These were put in place by our support partner, so I'm not sure how they did it. 

    I want to be able to add additional forms to the menu, which as I understand…

  • E-mails cannot be sent as the records in this list are either not associated with a company or person or the associated record has no e-mail address

    Hi,

    Sage CRM 2018 R2:

    I am getting this message "E-mails cannot be sent as the records in this list are either not associated with a company or person or the associated record has no e-mail address" when trying to send mass email using a group.…

  • Error when click on continue button in Lead screen.

    Hi,

    I searched a lead and selected one from the result. Lead screen appears and then clicked 'Change' to edit and saved successfully. Upon clicking 'Continue' button the page shows an error as follows. The url is http://{server name}/CRM/CustomPages/…

  • Email notification when an opportunity is closed

    Hi ,

    1. I want to set up an email notification when a particular opportunity (oppo_description) is being lost.(oppo_stage = 'Lost').

    I am not able to get through the 'Escl_xxx' variables.( Escl_WorkflowRuleId, Escl_EscalationId etc.. - their…

  • Tracking notes onto Notes tab

    Hi,

    My customer wants the entries in tracking note in each stage- progress screen to be listed under the Notes tab for every opportunity.

    Can someone guide me on this please?

  • Non existent customers in CRM

    Hi all,

    We have Sage 300 2019 PU1 and Sage CRM 2018R3

    If we create a quote where the customer does not exist in Sage 300 (Uses CRM99999 as default) then it prints like the shot below: (The allow non-existent customers option in OE set up is ticked)

    If…