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.
Hi all,
I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action.
for example:
if Lead company is match (Lead_CompanyMatch='Y'), show action…
Hi, wondering if anyone has performed a User Experience comparison between Sage CRM and SalesForce.
Not so much on the cost ,as SalesForce is more expensive, but more on the User-friendliness ( UX,UI).
I have read comments that using SalesForce in…
Hi everyone, I have two queries.
1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…
Hi, anyone knows why am I receiving such messages when I click into my EDM's CTA (Call to action)? I tried using wifi and my 5G separately, displays the same message. Not sure if sage server is down. Please help
We use the Rest API of SageCRM to get data and update data. The performance of the Rest API is poor: a general get of one Person takes 500 ms. Is this the normal response time you can expect from the SageCRM Rest API?
Do you have any suggestions to…
Dear Community,
I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…
"Good afternoon, I would like to inquire about a problem I am experiencing when opening the quote display on the screen. I also want to attach an image of the error message that appears. Can you help me resolve this issue?"
When I send a list over to MailChimp it appears to be going over just fine, however, we I try to create my mail chimp campaign in CRM and link the group I sent over, it does not show up. It appears that this issue started at the end of October, and while…
We have inherited some bespoke form launching developed by a former BP. I get the following error when trying to Amend a Purchase Order:
The bespoke xml file in the TaksLauncher folder has the Purchase Order form defined as below:
<?xml version…
Hi
We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this?
The documents are visible on…
I am using Sage CRM 2020 R1.
I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments.
Depending on some logic, I want to be able to send the email and attachment out to another recipient…
Hello,
We have a client who would like to see a custom field instead of the comp_name (company name) in the RecenList.
I know we can change the "Recent List" displayed value by using the NameColumn CaptionCode in translation for custom entities, 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.
Problem details
Screen within the Administration area of CRM, appear briefly before disappearing.
Solution details
Ensure that your zoom settings are set to 100% within your browser.
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…
Hi everyone.
I'm wondering if it's possible for us to sort dashboard graphs in descending order.
I've been told it is not an out the box functionality of Sage CRM but I assumed this to be a standard function? For example, I would like to be able…
Problem details
“Unexpected error has occurred” occurs when clicking on the New Quote button on the Sage 300 integrated web screen for a non-existing Sage 300 customer.
Solution details
Within Sage 300 > O/E Options, on the processing tab, ensure…
Problem details
Got a call from one of our partners interested in documentation on social media integration, specifically LinkedIn. The partner could find examples for Facebook and Twitter, however not for LinkedIn.
Solution Details: I explained that…
Problem Details:
Version used Sage CRM 2019 R1
Tasks & Appointments not synchronizing
Solution or workaround
There were two things we found: In IIS Sdata application was giving 404 errors, we resolved the errors by 1. The forms authentication…
Problem Details:
Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2).
Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create…
