Sage CRM

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…

I have reviewed old posts re this issue but there is not an answer. Are there plans to rectify this in the 'Send to Mailchimp' function? It is a legitimate entry within CRM to have more than 1 contact sharing a group email. If you build a group that…

I posted this question in the integration forum but I've had no responses. Multicurrency in an integrated CRM/300 system - Sage 300 for Sage CRM Integration General Partner Discussion - Partners - Sage City Community I have a CRM 2020 R1 system integrated…

Hi All, I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…

Hi All, Does anyone know if you can grab a file from the library using the RESTful API? Have a customer's IT asking as they want to get certain files out as they're writing something that accesses CRM over the API.

Hi all, My client have Microsoft Account for their emails and Calendar. But do not have Microsoft Exchange. can the calendar synchronization works without Microsoft Exchange? 1) Can the sync work with standard IMAP/SMTP servers? 2) Can the sync…

Client is trying to make use of the Sage CRM to Sage 300 integration. When a new person is added to a company in CRM that's been promoted to a customer in Sage 300, how do you add it the person to the multiple contacts in Sage 300? Can you do so? It…

Is there going to be an import emails button added to cases as it's on Opportunities but not on cases, leads, orders or quotes could it be added in a future release of CRM?

Hi im having issues setting up exchange synchronisation for a client, have setup applicationimpersonation rights and the azure app as per the instructions but get an error when configuring in CRM. In the logs im seeing an error which says 'license…

Does the latest version of CRM have the capability of syncing calendars to Office 365 Outlook? Thanks Sarah

Every time I go ether to the order page or quote page I get this error. "Quot_currency jscript error: 'quot_reference' is undefined Line: 42 Char: 23" or "Order_currency jscript error: 'order_reference' is undefined Line: 42 Char: 23"

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…

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…

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…

Does Sage CRM integrate with Sage 200 Standard?

When I send a list over to MailChimp it appears to be going over just fine, however, we I try to create my mail chimp campaign in CRM and link the group I sent over, it does not show up. It appears that this issue started at the end of October, and while…

Hello, We are trying to set up CRM Email Manager with OAuth 2.0 and Exchange 365 Email Manager is working fine with classic Authentification but we cannot rid of this error with OAuth 2.0 : "Exception connecting to mail Server : Logon Failure :…

We have inherited some bespoke form launching developed by a former BP. I get the following error when trying to Amend a Purchase Order: The bespoke xml file in the TaksLauncher folder has the Purchase Order form defined as below: <?xml version…

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…

Hello, Has anyone had any luck automating the push to Mailchimp button to automatically send data maybe once a month or something so that mailchimp contacts stay updated? Thanks, Jacob

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…

Hi all,. What I meant by Live Chat feature is the Chat bubble that appears in website and visitor can use it to chat with customer service team. Has anyone try to integrate with any Live chat feature before, or is it possible to do so? How I expect…

Hello All, I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before? They seem to be having an issue with the orders/quotes in Sage…