• Sage CRM 2022 R2 Upgrade -- Is this a bug? System Locked Value.

    I am in the process of troubleshooting a Sage CRM 2022 R2 upgrade. I have been trying to clear the red Xs in System Health. During troubleshooting, I have noticed that some of the logs indicate that the escalation service has not run because the system…
  • Screen within the Administration area of CRM, appear briefly before disappearing.

    Problem details Screen within the Administration area of CRM, appear briefly before disappearing. Solution details Ensure that your zoom settings are set to 100% within your browser.
  • System Expiry warning settings

    One of our partners recently enquired about disabling the license expiration notification. The notification was displayed for all users every time they logged in, this apparently was causing stress I suggested editing the user rights to see the system…
  • Escalation Service - Configure logging level

    Someone knows a way to configure the log level for escalation service? My customer have a lot of escalations rules, triggering SQL sentences, which are recorded every time in the log, resulting in HUGE logs. At Administration -> System -> Logging…
  • MailChimp EConvertError is not a valid date and time

    I am getting this error when trying to log into the mailchimp section of CRM admin. Any ideas? Dec 10 2020 12:39:06.333 12932 11952 1 UserActionException,ErrMsg '12/10/202028:56' is not a valid date and time Dec 10 2020 12:39:06.334 12932 11952 1 :…
  • Creating a new Reports Administration screen in classic ASP COM API

    Working with reports can be a little frustrating. Consider this listing of the General report category. And then try and answer the following questions Which reports have charts? Which reports show a Gauge? Which reports are Cross Tabs…
  • Multi-Level Sort for Case Lists

    Hello All, From what I can tell there's not an outright way to do a multi-level sort for Case Lists. I've got the default Case list that I'm trying to sort primarily by a priority status (Severe, Normal, and Low w/ Severe cases up at the top) and…
  • Data Upload for Custom Entities

    On the online help, I noticed reference to Data Upload into Custom Entities: Custom entities (where available) – the information you upload will be imported exclusively into the custom entity’s table. http://help.sagecrm.com/EcoSystemHelp/EN/Administration…
  • Administration Screen Alignment Incorrect

    My Administration screen is aligned to the right instead of the left. I am running on a 64 bit system. Any ideas?
  • Hiding fields

    Is it possible to hide a field without it affecting the layout of the screen? I have used hidden=true in the CreateScript area of a field and while it hides the field, it shuffles other fields across from the right to use this space.
  • Setting up SLAs on Sage CRM

    I have created a complaint(case) handling workflow which is working fine in CRM 7.1. in order to put some management controls around how long it is taking to resolve complaints I want to set up some escalation rules using the inbuilt SLA function. I've…
  • How to Identify Merged Companies

    Hi, We are on SageCRM 7.1.g Is there a way to identify which 2 companies were merged together? The source company is marked as deleted and all associated entities (Addresses, People, Opportunities etc) have been updated with the target company ID…