Sage CRM

Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

Hi, wondering if anyone has performed a User Experience comparison between Sage CRM and SalesForce. Not so much on the cost ,as SalesForce is more expensive, but more on the User-friendliness ( UX,UI). I have read comments that using SalesForce in…

Hi everyone, I have two queries. 1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…

Hi, anyone knows why am I receiving such messages when I click into my EDM's CTA (Call to action)? I tried using wifi and my 5G separately, displays the same message. Not sure if sage server is down. Please help

We use the Rest API of SageCRM to get data and update data. The performance of the Rest API is poor: a general get of one Person takes 500 ms. Is this the normal response time you can expect from the SageCRM Rest API? Do you have any suggestions to…

Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…

"Good afternoon, I would like to inquire about a problem I am experiencing when opening the quote display on the screen. I also want to attach an image of the error message that appears. Can you help me resolve this issue?"

Has anyone recently used an address lookup in Sage CRM that they would recommend? Thanks Sarah

When I send a list over to MailChimp it appears to be going over just fine, however, we I try to create my mail chimp campaign in CRM and link the group I sent over, it does not show up. It appears that this issue started at the end of October, and while…

We have inherited some bespoke form launching developed by a former BP. I get the following error when trying to Amend a Purchase Order: The bespoke xml file in the TaksLauncher folder has the Purchase Order form defined as below: <?xml version…

Hi We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this? The documents are visible on…

I am using Sage CRM 2020 R1. I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments. Depending on some logic, I want to be able to send the email and attachment out to another recipient…

Hello, We have a client who would like to see a custom field instead of the comp_name (company name) in the RecenList. I know we can change the "Recent List" displayed value by using the NameColumn CaptionCode in translation for custom entities, but…

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…

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 able…

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 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…

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…

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…

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!

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…

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…

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…

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…

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…