Sage CRM

We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

Hello, We have CRM 7.3 SP2 integrated with Sage 100C (2016). Every order, quote, invoice writes a note on the Note tab. It serves no purpose for us and we'd like to use the Notes tab for meaning notes. Is there a way to turn this off? Thanks!

One of our client has setup secured (https) Sage CRM on port 8001 instead of 443 as they use it for other purpose. But, The issue is OE and Quotes screen stopped working. Sage Support said that the port should be 443 to get OE/ Quotes screen working.…

Hi, When I send an email to any static group I get the following error: Error processing GetValueFromField for field pers_lastname. List index out of bounds (569) Does anyone know what is the root cause of this error? The only thing I can think of…

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

hi, can we show photos of people in crm using library path for physical address of image ?? Thanks

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

Hi, I am looking for some help setting up SLA's that keep count of the number of cases (regardless of the status) that a specific company has within a timeframe. (contract start-contract end). This being said, our clients has SLA agreements that allow…

Hi there, Our customer would like to integrate Sage CRM into their customized .NET based application. This integration requires accessing contacts from the CRM, add notes against contacts etc. I have gone through website and many other links and could…

Hello, I have two custom entities, Serial and Inspection. The serial entity is a serialized product, and has columns like model number, description, work order, etc. The inspection entity would be a child of the Serial (i think?). When the quality…

Our users are getting Http 400 Bad Request error when using Advanced Find. The Advanced Find screen comes up populated with data from the stored find; however, after modifying the selection parameters and executing a new "find" they get the Bad Request…

The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…

I have created a custom Entity for a client to allow them to capture Associate resource details against Opportunities. I have a list which allows multiple Associates to be recorded. The client would like the total cost for all entries to be calculated…

Hi all, A client is getting the following intermittent error when using Sage: *Not licensed or not registered correctly*. It can happen randomly - been seen when saving emails to communications and logging cases. Could anyone shed some light…