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 , 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…

Morning. In regards to Gender & Salutations, I'm looking to create a script in which, for example, if "Male" is selected then it only shows "Mr, Sir, etc". Would anyone know where to start with this? Thanks in advance.

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

Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there…

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 access Company data through sData and I can view stuff like Users, People, or the schema with no issues. When I try to view the company list, or even just a specific company with these URLs: servername/.../Company servername/.…

Is SAGE 200 version 7.2 patch G supported for IE 10

Is it possible to change a person's company or remove a person from a company after a person record has been assigned to a company. Ex. - Bill Gates was put into Sage attached to no company - Bill is attached to company Microsoft - I now want to move…

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…

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…

Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are…

Hi everyone, Since Jan 2013, my SageCRM has been crashing every hour and more frequently during peak usage. I have tried restarting IIS service, restarting windows, network checks, virus checks, rootkit checks, DDOS checks and even changing the database…

Dear Sirs, I'm using C# .Net and a Service Reference to run queries on CRM 7.1 API. The problem is that I get null (or default) values for most fields while running queryentity , query , etc. In the other hand, queryrecord works fine, although it's cumbersome…

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…

Enroll in the Sage CRM Getting Started Course (March 10) by February 10 and receive a 20% discount. Course is delivered online. See detailed description of course on Sage U.