• 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…

  • Sorting Graphs in descending order

    Hi everyone.

    I'm wondering if it's possible for us to sort dashboard graphs in descending order.

    I've been told it is not an out the box functionality of Sage CRM but I assumed this to be a standard function? For example, I would like to be…

  • 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…

  • Setting up email notification for assigned user whenever a new lead is created.

    Hi everyone!

    I am relatively new to Sage CRM, and I am setting up a web to lead form for my client using Sage 300. The web to lead form is working as expected, and it is capturing the leads from the website.

    These are the URLs where I've embedded the…

  • UserActionException,ErrMsg Invalid Integer

    Greetings,

    We started having an issue with Sage CRM 2019. Whenever there is an IISRESET or a similar occurrence, we start getting the following error whenever we select a company, select an opportunity, etc: UserActionException,ErrMsg Invalid Integer…

  • Sage 300 and Sage CRM Integration

    We often get queries on what versions of Sage CRM and Sage 300 integrate, would one have to upgrade both products should one be upgraded, etc

    The Compatibility Chart lists not only what versions integrate but also supplies the associated knowledge base…

  • Sage City forums!

    Hi All, 

    Navigation wise its going to take a bit of getting used to but its great to see Sage CRM exist within the same ecosystem as the large majority of other Sage products!

    I am looking forward to continuing the global chat about Sage CRM!

  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones,

    Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like I…

  • Serious Error Running: Update_Views.es

    This is my first update of Sage CRM and I am working on a test system and I am upgrading from 2018 R2 to 2018 R3. The error was successful but I received this error message:

    serious Error Running: %ProgramFiles(x86)%\Sage\CRM\CRM\Setup\views\Update_Views…

  • Timestamp a field

    Hi,

    Does anyone know if its possible to timestamp a field in SAGE CRM or run a report to see when that field was last updated? Basically, in the company screen, I have some fields which I want to know when they were last updated by a user.

    I have had…

  • Multiple Sage 300 ERP databases - one “Enterprise” sales manager

    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…

  • Key58 issue in CRM Url

    I have custom entity called Branch.More than one branch can exist for a company.

    After finding a company and going to that company's summary page, I click on the tab that lists each branch that is associated with the company. I select one of the branchs…

  • Sage CRM gives error "Unexpected Event occurred" while filing emails with smile characters(emojis)

    One of our client is having problem filing an email with emoji characters. I cannot see any resolution for this issue. Help needed as soon as possible.

  • SQL Error 2017 when deleting a territory

    Hi all,

    Was hoping you would be able to help me out here. I am trying to delete some subterritories but every time I do, I get a SQL Error 207. When I looked in the SQL log files I found the following line:

    Mar 15 2018 9:36:08.699 4008 3476 1 fselectsql…

  • [SafeCall Exception]: eWare.Init not called.

    Hi Friends!

    We are working on upgrading an existing Sage CRM 7.1 to 7.3. We performed the initial upgrade for us and now we are going through all of our customizations to verify that they work and fix as needed.

    We are having trouble with our Customised…

  • Change the colour of text in a field.

    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…

  • Writing a custom entity id to quotes and orders in Sage 200 CRM

    I'm using Sage CRM 7.3 integrated with Sage 200.

    I have a custom entity called branch whereby a company can have one or more branches.

    Just like a company can have quotes and orders created from an opportunity, so too can a branch of the company.

  • cumulative field value display in summary page

    Hi,

    How can I add two field value from quotation table and display in opportunity summary screen any help?

    Thanks

    Raj

  • Using SData Sage 100

    Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc).

    I am Having trouble setting up Sdata Feed…

  • Maintenance Scripts for SageCRM

    Hi.

    Our SageCRM seems to be a little sluggish.
    I was wondering if anyone can tell me what type of SQL script I could run at night on the SageCRM database?

    I look forward to a reply.

    Thanks,

    Stephane

  • Display message in Opportunity Header

    HI,

    I want to display a calculated value based on Opportunity Table columns in opportunity page.Please guide me how to do.

    Thanks,

    Raj

  • Escalation rule

    Hi there,

    I added a case counter on the Company summary screen, this case counter is then shown on my "cases" screen when a new case is created.

    When a case is placed in queue (In the cases workflow) - I've executed an SQL that tells the company…

  • Dynamically change captions possible?

    Currently on CRM7.3 SP1.1 - I love the new Client-Side API and know how to change field and caption appearance using crm.fields() commands but now I'd like to override the normal caption of a field based on the Opportunity Team (if oppo_channelid==8 change…

  • Escalation Rules Not triggering

    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 the…

  • Sage CRM green Add Button

    Hello,

    I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow.

    When I'm on the inspection…