Sage CRM

Hi , I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…

Hi, I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…

Hi, I am a new admin to Sage CRM however I have been a user for quite some time. I I am trying to build a report that will tell me if any Email In/Phone In Communication types have been responded to (and by way of further enhancement in what timeframe…

Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…

When a user selects a company or person from a search screen, the system takes them to the appropriate summary page. Is it possible to direct the system to land on the Communications tab rather than the summary page? We are currently working with…

Hello, I am currently setting up a mail merge document. All works fine, however, I am struggling with getting 'Contract' information to pull through. To set the scene I have created a handover document which pulls information from the company entity…

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.

I want to change the default duration of an appointment from 30 minutes to 1 hour. Is there any direction on how to accomplish this?

Is there any way to add fields to this company drop down list?

My company is using Sage CRM 7.2.e.1. I have had an employee ask me to change the fields included in the marketing/waves/communication list. I see that in the communication tab, it simply calls communicationlist. How can I change what columns are shown…

Hi, I've been looking at creating an escalation rule that will send an email notification to the user that created the communication to inform them that their task is overdue. I can't seem to get this to work however. I've taken the pre-built 'Communication…

Hello, Background: We are using Sage CRM 7.3b On-Premise. We had experimented with Mailchimp for E-marketing integration, then tried Swiftpage, but ultimately went back to Mailchimp. We did our first 4 campaigns this week. The results of the campaigns…

We are using Sage CRM 7.2.e.1. Part of our standard practice is to utilize the Outlook integration to save emails to Sage CRM and then they get filed under the appropriate company. So far, so good. We can find the emails listed under the company, but…

Hi, From where can I customize the communication lists for Order and Quote? I noticed that: Administration -> Customisation -> Communication -> Lists -> CommunicationList is implemented for Company, Contact, Case and Opportunity communication lists…

Hi All We have a client using the Email Manager Service and they have encountered a couple of issues. The first being when a new email is sent to the dedicated support mailbox the system creates a new Case record for the existing customer and records…

Hi I have a partner who is looking to see if it is possible to see a read receipt from an SMS message(sent from CRM using a provider such as Clickatell) in the communications tab. Thanks Emmet

I am creating a new exchange server connection between Sage CRM 7.2 and Outlook2010 where i have to provide 4 pieces of information. Exchange Web Service URL: https://remote.crm-software.ie Exchange Server User Name: current name of the windows logon…

Hi, I am creating a new exchange server connection where i have to provide 4 pieces of information. Where can i get or How can i find : Exchange server user name, Domain? I have access to MS Outlook on the server so i can test the connection and get…

Hi, One of my clients is moving to using Office 360 and also will be hosting their Exchange server in the cloud. Does anyone know of any issues with this set up and either the Outlook plugin or Exchange Integration with v7.1 SP2? For instance, Exchange…

Hi, I'm facing a problem with appointements, when I access Calendar tab (My CRM) trying to add a new appointement, filling all the fields, but once i click on "Save", the page just refresh and doesn't save anything. could someone help me. Thanks in…

Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…

I'm wondering if anyone has either created a work-around solution or has a better method for the following: We have several clients who use the Outlook integration to save emails as communications. These emails save perfectly and can be seen on Communications…

Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

http://bit.ly/11SdL5a