• SageCRM Rest API - responses are slow

    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…
  • Sage CRM & Mailchimp Segments

    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…
  • Sage CRM Task Launcher

    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…
  • Unexpected error has occurred when creating a new quote within Sage 300

    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…
  • Chrome updates impacting Sage 300 sign in

    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…
  • Setting up email notification for assigned user whenever a new lead is created.

    Hi everyone! I am relatively new to Sage CRM, and I am setting up a web to lead form for my client using Sage 300. The web to lead form is working as expected, and it is capturing the leads from the website. These are the URLs where I've embedded…
  • Sage 300 and Sage CRM Integration

    We often get queries on what versions of Sage CRM and Sage 300 integrate, would one have to upgrade both products should one be upgraded, etc The Compatibility Chart lists not only what versions integrate but also supplies the associated knowledge base…
  • Writing a custom entity id to quotes and orders in Sage 200 CRM

    I'm using Sage CRM 7.3 integrated with Sage 200. I have a custom entity called branch whereby a company can have one or more branches. Just like a company can have quotes and orders created from an opportunity, so too can a branch of the company.…
  • Sage CRM with Sage Etendue

    Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.
  • Integration with Sage 100

    Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…
  • CRM Integration with SAGE100 ERP

    Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server? Best regards
  • Connect Sage CRM to GMAIL

    Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    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…
  • Sage 200 CRM Integrated set up Server Error in '/Sage200WebServices' Application

    Hi All, I'm setting up a Sage 200 CRM (7.1g) install with Sage 200 2011 SP5. I reconfigured Sage 200 2011 to user Form Launcher and reran the SP installation and the Sage200CRMDotNetSP5.exe file I then installed Sage200CRM from my developer…
  • Integration with Sage Murano

    Hi all, We have Sage CRM 7.1 and Sage Murano. They are both integrated with 2013 version. In CRM I can find Murano's customers and accounts using the search function. I can see their contacts, e-mail, address, etc. But when I try to see the invoices,…
  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…
  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…