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.
I need to validate an opportunity workflow rule based on the date the opportunity was created. For example the rule would only be valid if the creation date was before 03/10/2022.
Can anyone advise how/if this can be done?
I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following.
I have no issue with the hide/show part…
Talking CRM 2022, a day long free virtual conference dedicated to Sage CRM.
The event was an opportunity for customers and partners alike to learn more about the business advantage of Sage CRM. Talking CRM 2022 kicked off on Tuesday 27th September 2022…
Hi all,
my CRM System Health is showing a lot of red as image attached. all the services required are running and the operation on the site is working perfectly. How the System Health is actually extracted? Because when customers see it have a lot of…
I have one sage 300 company on which it's API are currently used for other services.
Now am trying to integrate it with sage CRM but I got Unauthorized error as invalid credentials.
but it's api are working as per this image
Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…
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…
In my list contents are truncated.
The list is based on a view. In the view the data (SQL Management Studio) is displayed completely.
What can I do so that the entries are not truncated?
Thanks in advance for your feedback.
Many greetings from…
I have a client that started using CRM back in version 6.x. Way back then, we created a table named JOB with a fieldname prefix of job__, i.e. the word "job" followed by two underscores.
This Job table is a critical part of the client's CRM database…
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…
This is the second of a series of snapshot surveys about features within Sage CRM.
Sage wants to better understand how customers use each feature and how we can update CRM to better shape the product around a business's needs.
Sage is considering…
We're delighted to let you know that the release of Sage CRM 2022 R1 is now available to Sage UK and Ireland customers. What's new in Sage CRM 2022 R1?
Changes in support platforms including support for Azure SQL databases SQL 2019 express and the…
Hi all,
on my server, I have existing web application of Sage 300(port 80: OAuth:4433 ), Sage 200(port 10445,10080,10443,10082,10444), SEI(port 81), and more web applications using different ports (8083,82).
Today I am installing Sage CRM, the outcome…
Hi all, I am using Sage CRM Rest API to get data. For example, in Lead, we have a field "lead_assigneduserid" but this will display id instead of name which is not very pleasant for UX. How to get the username for this user id?
P/s: I am on Sage CRM…
It was mentioned a potential vulnerability for 3 Sage CRM versions, then this comes out around 5pm ET on 12/15/21: where we have identified the potential for vulnerability, we have issued an initial patch.
Where are these initial patches that are mentioned…
In this episode , we talk to Nick about the practicalities of running a front & back office project in parallel, the models he follows to ensure everyone is on the 'same page' when implementing & Nick shares customer stories on how they implement & use…
Sage was alerted (Tuesday 14th December 2021) to a Common Vulnerabilities and Exposures notice (CVE-2021-45046) that the fix to address CVE-2021-44228 in Apache Log4j 2.15.0 was incomplete in certain non-default configurations.
Note that a previous…
Problem details:
A user requested assistance with setting up the escalation workflow rule so that once a case is logged in crm, an email is sent to the client and the assigned consultant.
Solution Details: One could create a quick notification but…
" Failed to create Java VM" error appeared when attempting to run a report.
Solution
The “Report Generator Max. Memory” was set too high in Administration > E-mail and Documents > Document and Report configuration.
I would recommend 1024Mb
I got a query on the Interactive Dashboards only working internally.
Solution Details:
Open SQL Server Configuration Manager and check the TCP Port and then go to C:\Program Files (x86)\Sage\CRM\CRM\tomcat\webapps\crmj\WEB-INF and open db.properties…
I had a user ask if it is possible to create a sub-entity of a newly created entity?
Solution Details:
It is possible. View the link below:
https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create…
Problem details
When I create a case for a company in a particular territory and assign it to a user from a different territory, the user is unable to pick it up.
Solution Details:
The easiest option would be to make sure that the ‘Use CreatedBy…
Problem details:
Users are unable to save attachments within CRM
Solution Details:
I found that the "Physical root directory for mail merged documents" path read "missing from registry". I inserted the correct path.
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We are using Sage CRM 2019 r2 and having an issue trying to export to Excel.
Printing to the screen works fine.
After selecting export to excel a window opens, the windows open a white screen, and nothing else happens.
If we reboot the server…
