• Control-Center List-Element Error

    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…
  • Sorting Graphs in descending order

    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…
  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…
  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
  • Change the colour of text in a field.

    Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…
  • Using SData Sage 100

    Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…
  • Escalation Rules Not triggering

    Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…
  • Issue Time In Dashboard

    Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…
  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…
  • A few queries on Sage CRM - widely used version, release date and backward compatibility

    Hello, We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development: 1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used…
  • Query for recommended deployment between ReST and SOAP

    Hello, I'm working as a developer and building an integration between Sage CRM and client tool. We will be supporting both latest on-premise and Cloud professional version of SAGE CRM. Both of these versions are supporting same set of APIs {both…
  • 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…
  • "Click to Call" from Sage CRM - Start your 14 Day FREE Trial

    http://bit.ly/11SdL5a
  • Mail Manager and Microsoft Exchange Server 2010 issues

    Hi all, we are encountering an issue when attempting to use Mail Manager to access a pop3 mailbox (exchange server 2010). Note the highlighted line. I have replicated this issue on two other exchange 2010 sites so far. I was wondering if anyone has…