• Integration with Outlook and Mailchimp

    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…
  • No Support for Classic Outlook Integration - 64-Bit?

    Why are Sage not supporting integration with Classic Outlook integration when using 64-bit? More and more organisations are now moving to Office 365 on Windows 10 (64-Bit), with Office 2016. It seems that many legacy customers of Sage CRM, who are…
  • Lite Exchange Integration

    Good Afternoon, We are trying to synchronise our outlook calendars (2016 32bit) with Sage 200 CRM (version 7.3 SP3.6). This has previously worked but isn't now and we're not too sure on what may have changed. Please do you have any suggestions? …
  • Outlook Plug-in Not Available to Download

    Any idea's why users do not have the "Install Outlook Plug-in" icon available to them under preferences? I have tried it on a number of workstations, with different users, but cannot get it to work. This is for 7.2b Thanks, Anthony
  • Outlook 2010 integration / plugin language changes

    Hi everybody. We are having a strange phenomena on some of our systems regarding the Outlook 2010 integration: After starting Outlook 2010 the CRM tab seems to be missing. But it's only the caption missing. After clicking on the tab you see the usual…
  • Exchange Integration/Outlook Plugin add other fields to sync

    Is there a way to customize the Exchange Integration and/or the Outlook plugin Sync to synchronize other fields? I would like to add more fields to the Contacts sync. In Outlook, we fill in the Department and other fields and wouldlike to sync that over…
  • add button to main menu with menu

    Hi can i add button to main menu and sub button when click on it like shown in image i try to do this but System Act make it hard
  • Outlook Integration: Sync Operation Has Failed

    Hi, Our company is running CRM 7.1.f and one of my users is receiving the following error when he attempts to sync from Outlook 2007. I've successfully re-installed Outlook Integration but the error persists. Doing a Google search on this error message…
  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…
  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…