Sage CRM

My company uses Bee pro email template maker. when I export (copy) the code from Bee and add it as code to the new template, the CRM editor butchers the template. Color of font can be wrong as well as placement of pictures and other content. certain items…

Hi, i wanted to change the position of workflow action 'current state' from the right side to the top of the screen (in the opportunity screen) as per my client's requirement. Attached the image.

We are using multi-server environments with Sage CRM 7.1 version and separate document server. Planned to re-platforming environment and upgrade latest version. due to security restrictions we cant use document server within security zone. Currently referring…

Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…

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

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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Hi, We're using Sage CRM 7.1f, which included cross-browser compatibility. A number of employees used the send via outlook option, which was underneath the send mail option when creating a new mail within Sage. This button doesn't appear to be…

Hi, I am trying to add versioning to the CRM views to help keep track of certain changes to them, However I am struggling to get CRM to accept them. I either get 'Invalid script' or 'SQL error' when using the standard icons for commenting out lines…

Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on…

I am looking to break the association on the stock 'Add Task' screen SSA fields between Company, Person, and About. Currently if you choose a company, you must choose a person from that company, and opportunity from that company also. We want to be able…

Hi all, Good day. I am new to this Sage CRM. I tried to add few company entity into the lead detail screen but I cant seem to find the other entity in the list other than lead entity field. Is it possible to add other entity(company or person) into…

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…

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…

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