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…

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 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…

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.