Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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…
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…
SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations.
SData is used as the basis of the integration between Sage ERP 1000 (developed in the UK) and Sage Murano ERP (developed…
This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Previously I have shown how a simple Search screen allowing data from the Sage X3 system to be retrieved…
This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Fields that exist in the linked view in Sage X3 are mapped automatically to the Sage CRM Entry Types…
This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Views that are intended to be used to list data from Sage X3 need to share a common key with the corresponding…
This is the fourth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
I discussed in the previous article "Extending the Sage X3 Integration (Part 3)" how to define the…
This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
I discussed in the previous article "Extending the Sage X3 Integration (Part 2)" how Sage X3 tables…
This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.
Sage CRM's screens are defined in Meta Data. The Meta Data is held in tables within Sage CRM and…
This is the first article in a series that will discuss creating a new database connection to the Sage X3 database using the standard Sage CRM features. The articles will take you through the steps so that you can understand how you can add new screens…
A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading.
Groups can…
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?
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…
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…
