• 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…
  • Linking to an entity from outside CRM

    Is it possible to provide a link to a Sage CRM company and put that link in eg our intranet? Currently I can't just copy the URL as my session ID is contained in that URL. If I remove my session ID, it asks the user to log in even if they are already…
  • Unexpected error has occurred when creating a new quote within Sage 300

    Problem details “Unexpected error has occurred” occurs when clicking on the New Quote button on the Sage 300 integrated web screen for a non-existing Sage 300 customer. Solution details Within Sage 300 > O/E Options, on the processing tab, ensure…
  • Chrome updates impacting Sage 300 sign in

    Problem Details: Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2). Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create…
  • 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 2019 PU1 Integration to Sage CRM 2018 R3 not honouring web screen dates

    Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…
  • Integration issue: Waiting for <server> after save.

    I have the following. New Sage CRM 2018R3 installation with integration. Sage 300 2018 with update 3. Installed with Web Screens and no Web-Deployment Files or Portal (as suggested by local support). Client is using Workstation setup on local PC's. Integration…
  • Notification if Integration Fails

    Hello, I've checked other areas of the forum with not much success, what is the best way, if any, to have a notification (possibly escalation?) to inform us when the Integration to Sage 200 fails? Or if integration hasn't been successfully run in x…
  • Connect Sage CRM to GMAIL

    Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you
  • 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 300 and CRM integration

    Hi, I would like to integrate an existing filed in CRM company table with optional field of Sage 300 ERP company table.How to do? Thanks
  • Sage CRM and ERP 300 Integrated - Synced fields

    Hello, Is there any resource that will tell me what fields sync to ERP from CRM once a company is promoted? Thanks, Paul
  • Reinstall of Integration Engine required?

    Running CRM 7.2d on a separate server from ERP 2014 5.10.4. The CRM Integration Engine service is running on the ERP server. When patch CRM 7.2g is installed on the CRM server, it reinstalls the Integration Engine as well, but on the CRM server... won…
  • outlook plug in and office 365

    I am having issues with the outlook plug in within CRM, Our solution provider has advised that office 365 is not supported however reading through the forums I am getting mixed responses. The error I am getting is that there is an issue with outlook…
  • 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…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    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 - New Sage CRM telephony integration WITHOUT CHANGING YOUR PHONE SYSTEM

    http://bit.ly/11SdL5a CloudCall Click for Sage CRM is the premier cloud based telephony integration for Sage CRM which provides Sales, Service and Marketing teams with increased productivity through Click to Call and Call Recording capability. Sage…
  • Make calls and replay conversations directly from your Sage CRM

  • "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?
  • 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 + Integrated ERP: Web-based or Citrix

    Hello, We are in the process of deploying a custom solution that integrates ERP functionality into our Sage CRM. The last hurdle involves enabling users to access the system in a way that makes sense. We have our CRM (7.2) and ERP (2012) databases…
  • 403 - Forbidden: Access is denied when logging off CRM

    Error 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. While logging off CRM7.1.L from Main menu. If on the Admin menu, no error. Started happening after fresh install…
  • CRM and Sage 100 Premium

    We currently use Sage 100 (MAS200) and Salesforce. We are considering switching to Sage 100 Premium and Sage CRM. My most basic question is this. In purchasing CRM (in Place) are we required to purchase middleware such as GUMU by GreyTrix. I don't see…