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.
Reminding you that Sage has great resources on YouTube, for most of our products. This reminder is specifically for Sage CRM though.
Roadmap for Sage CRM
Best practice configurations
lessons on a wide variety of features
Presentations
What…
The "Talking CRM" podcast episodes are a must-hear for any Sage CRM enthusiasts, interesting topics, and great conversations.
The Sage CRM podcast series ‘Talking CRM’ - the most consistently seen product on the Sage Thought Leadership site - now has…
If you are implementing a new CRM tool, then you will want the best from your investment. A CRM tool isn't just about software; it's about the people that use it and the attitude and culture of the business within which it operates.
Well trained, knowledgeable…
Hi,
I have created a create new group button to go on my case screen. The button when clicked opens up the create new group page in a pop up but when I click save nothing happens. However if I click save without entering information the correct validation…
Hi,
I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…
Hi,
I am attempting to create a new page in CRM using a custom .Net dll which will allow our users to hook into the Docusign API. When I attempt to send the document to the API I the dll throws an exception stating that 'Could not load file or assembly…
Hello to everyone,
i am dealing with the following issue. I am trying to install Sage CRM 7.3 on our local server and i am faced up with the following error. When i am at the step where the user has to connect to the database he want to use or create…
Hi All,
I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page?
I would like to use this value to alert users of specific information.
Thanks!
Mike
We are getting an error when trying to "Update Data from Sage CRM" in the Sage CRM Sales Lite App. One particular user logs into the application on his iPhone, clicks the Update button and gets the following error:
Download Error Could not connect to…
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…
