• 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…
  • CRM Plugin 2018 FlagEmailedAsFiled

    Hello, We have a customer that is experiencing the below error message when trying to 'File' emails through the Sage CRM Outlook plugin (Lite) and wondered if anyone has seen this before / has any suggestions? It only impacts one user, others are…
  • 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…
  • "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?
  • Sage CRM Outlook Integration Not Recognizing Company Name When Creating Contact [Outlook to CRM]

    FormerMember
    FormerMember
    I am adding my Outlook contacts to CRM and most have a company name in them obviously so I know where they work. The company name in the contact always matches the actual company name in Sage100 and CRM so in theory it should work. The way they tell you…
  • Outlook Contacts to CRM

    I'm trying to add contacts from Outlook to CRM using the Add Contact button in the Outlook Integration Addin. Documentation for the Outlook Plugin says that the deduplication process will provide a list of companies with similar names and allow me to…
  • 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…
  • Having a terrible time installing outlook plugin

    I am running a Windows7 Pro - 64 bit machine with Office 2010 (32 bit) - Machine is a week old, so nothing is on it that should be causing interference. I get an error message that says "Could not obtain user's interface language. Try Again? and then…