Sage CRM

In my list contents are truncated. The list is based on a view. In the view the data (SQL Management Studio) is displayed completely. What can I do so that the entries are not truncated? Thanks in advance for your feedback. Many greetings from…

I have a client that started using CRM back in version 6.x. Way back then, we created a table named JOB with a fieldname prefix of job__, i.e. the word "job" followed by two underscores. This Job table is a critical part of the client's CRM database…

Hi all, on my server, I have existing web application of Sage 300(port 80: OAuth:4433 ), Sage 200(port 10445,10080,10443,10082,10444), SEI(port 81), and more web applications using different ports (8083,82). Today I am installing Sage CRM, the outcome…

Hi all, I am using Sage CRM Rest API to get data. For example, in Lead, we have a field "lead_assigneduserid" but this will display id instead of name which is not very pleasant for UX. How to get the username for this user id? P/s: I am on Sage CRM…

It was mentioned a potential vulnerability for 3 Sage CRM versions, then this comes out around 5pm ET on 12/15/21: where we have identified the potential for vulnerability, we have issued an initial patch. Where are these initial patches that are mentioned…

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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…

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. …

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…

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…

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…

How does a CRM system work with email marketing? Which CRM is the best for email marketing? Thanks in advance & Regards Rajesh

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.

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…

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…

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…

Hi, Can any one suggest me some ways to host SAGE CRM on cloud? Thank You Teejan Equipment LLC

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…

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…

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 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…

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…

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

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…

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…