• Adobe Dreamweaver

    Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?
  • 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 2022 R2.2 Exchange 365 integration failure to Import Emails after changing password

    Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…
  • Unable to access PO Sage CRM R1 2023

    Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…
  • Custom ASP Page Error

    Hi all, I am building a custom asp page to run in CRM but when i open the page on the application I get the following error : Class: CRMWrapper - Method: ExecWebPageNew - Error: The module was expected to contain an assembly manifest. (Exception from…
  • Access Sage CRM relationship data via Rest API (sdata)

    Is there a way to acces and update Sage CRM relationship data? We use the Rest API interface (sdata in version 2022 R2) to access company and person data. In the user interface we use relationships to do company-company relationships. In the Sage CRM…
  • Unable to upload PDF file attached to email

    Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…
  • 2022 R2 Calendar Sync

    Does the latest version of CRM have the capability of syncing calendars to Office 365 Outlook? Thanks Sarah
  • Sage CRM & MailChimp Integration - A/B Testing

    Hi all, Just wondering if anyone knows whether it is possible to run A/B testing in a Sage MailChimp campaign? If it is not possible through the standard integration, do alternative integrations like Qmulus' MailChimp integration offer it? I can't…
  • Sage CRM 2020 R2- Connection to REST API

    Hi everyone. I am relatively new to SageCRM(2020 R2) & I have to use REST API for getting and posting cases. I am stuck on: =>To access a Sage CRM record data via the RESTful API, use the following URL format for your HTTP request: http://{server}/sdata…
  • 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…
  • Sage CRM 2020 R1 Integrated with SAML SSO

    Hi I have a Sage CRM 2020r1 Application hosted on an azure Virtual Machine windows 2016 server and we are looking to integrate SAML SSO so that the users can sign into the system through a Microsoft account and bypass the login screen. Are there any…
  • Rest API and Custom Entities

    I have a client that has created a custom entity as a child entity. This article, https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/sage-crm-2019-r2-the-relationship-between-the-rest-api-and-other-apis, shows…
  • Setting territory

    I must be missing something. I've got a Sage 300 system integrated with CRM. I was sure that when you set up an integration, you can set the default territory for the data coming across rom 300. I've got about 5 companies that will be integrated and each…
  • Unable to promote a vendor

    Problem details When promoting a vendor the screen does not load and the vendor does not get promoted Solution The Bp used the incorrect integration, they needed to be on the integration for Sage 300 2020 and not the CRM version. Sage 300 2020…
  • Sage City Community: Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Summary Sage 300 and Sage CRM Support Matrix for current versions. This KB explains the supported versions and installation process. Sage CRM is supported for two versions while Sage 300 supported for three versions. Customers are encouraged to…
  • Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Sage 300 and Sage CRM Integration Compatibility Chart Summary Sage 300 and Sage CRM Support Matrix for current versions. This KB explains the supported versions and installation process. Sage CRM is supported for two versions while Sage 300…
  • Creating effective email campaigns with Sage CRM and MailChimp

    MailChimp is a fantastic email marketing solution that's integrated with Sage CRM 2015 R1 and Sage CRM 7.3 and lets you create online campaigns, send emails, and track results. Before you start working with MailChimp, your System Administrator must…
  • Credential Errors

    Hi What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation. Here are the results i get on the server https://youtu.be/7yte_noAZe0 Here are the results…
  • CRM integration to Accpac error

    Receiving this Error every time I try to create a new quote or opportunity. I have already tried re-typing in the User ID and Password. Any other possible ideas on how to fix this. This is for Sage CRM 7.3 Error Opening the Sage 300 Company SAMLTD.…
  • accpac integration Error

    Dears, I'm trying to do an integration between sage 7.0 and accpac 5.5 and when i try to open a session i get an error "Class not registered (Exception from HRESULT: 0x80040154 (REGDB_E_CLASSNOTREG)) " i tried every solution online the target machine…
  • Sage Integration

    hi , i see Sage has different type of product that is Sage Impact,Sage View,Sage One,Sage 300 Online,Sage ERP Online,Sage Payment Solutions,Sage Payroll Services,Customer Portal & Partner Portal etc.I have an web application,i integrate Sage One with…
  • Sage ERP 300 or Sage CRM Barcode Add-on (ACCPAC)

    Dark Fibre Africa requires an Barcode Add-on for CRM to enable us to manage our assets. Android and iPhone Barcode Scanner Apps which will integrate into CRM/ACCPAC is needed when scanning the barcodes in the field. Please help with any recommendations…
  • Ship to Addresses in Sage CRM integrated with sage 300

    How many ship to address can be synched over to CRM in an integrated system? I was told possibly 500 but not confirmed. Is there a way to have unlimited ship to addresses? Our client is getting an error message in Sage 300 when trying to add a new ship…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work