Sage CRM

Hi All, I'm testing a custom entity at the moment - similar to one of Jeff's suggestions here ( https://community.sagecrm.com/user_community/f/84/p/8277/22730.aspx#22730 ) Say for example: I have the "Company" entity and I have my custom entity…

Hello, have created a new escalation rule to update a field when a communication record gets within 30 minutes of it's scheduled date/time. But it's not updating the field, and checking the system log I found the following:- "Apr 25 2013 17:04:51…

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…

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I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell

Has anyone got this working ? The customer is using 7.1 g ( Sage 200 integrated ) CRM and we are getting conflicting information on whether it is supported or not. What baffles me is that, the Classic Outlook toolbar is installed and working, then…

I am getting an error when I try to File an email inot CRM from Outlook. Everything works fine if I just click on "File e-mail" and then on the "File email" button, hoever if I try to modify the "File e-mail(s) against the following taget(s)" I am getting…