• Migration from 7.3 SP3 to 2021 R1 - Login taking a long time

    Hello, I'm trying to migrate a Client from 7.3 sp3 to 2021 R1 I've done the upgrade of 7.3 sp3 to 2018 R1 as the upgrade plan suggested. Once this upgrade completed, I've got an error about the CRM url rewriter not working properly but everything…
  • REST request fails for one entity - Cases

    I am making a request for cases and it consistently fails. Using Postman I send the request http://[ server] /sdata/crmj/sagecrm2/-/Cases and I get the following response { "$diagnoses" : [ { "$severity" : "Error" , "$applicationCode…
  • Sage CRM / Sage 300 Integration

    Hi, We're using Sage CRM 7.3SP3 and Sage 300 2014. We have an issue where by if a Customer Name entered into Sage 300 is over 30 characters an error is thrown and won't allow the change or new entry into Sage CRM and vice versa. In CRM we get a SQL…
  • Sage CRM 7.3 SP3.5 with web screens??

    Hi, I have a brand new install of Sage CRM - 7.3 SP3.5 integrated with Sage 300 2017 PU1. I have the web screens running on this server. Just wondering if the Order Entry web screen is in place for replacing the Sage 300 portal screen. I know before…
  • Query to find companies with no communication in the future

    Hello fellow partners, I have created a user view in Sage CRM on the company entity. I need a list of companies that do not have any future communications so we can follow up with them. I think the view works but it is very slow and to go from 1 page…
  • How to filter opportunities by Multiple Users?

    Hello, I've had a request to make it to where multiple users are able to be selected as a filter in the Opportunities tab. Is this something that can be done through customization? Or would i have to alter the code in order to make sure the queries…
  • Sage CRM 7.3 SP2.1 Keyword Search Bug

    On a 7.3 SP2.1 system. I have encountered a bug with keyword search. When navigating to keyword search, the URL retains all the Keys of the previous screen visited. For example if on an opportunity and click find->keyword search. On the keyword search…
  • lead to company mapping not working

    Hi, I have created a lead and when try to click Add or Find this Company , it opens company screen but show not populate company name. why is that ? am i missing anything. Its a standard field and there was no customization. Please advise Thank…
  • Component script function TableExists

    Hi @all, in component scripts you can use the function TableExists(%Tablename%) which returns true, if the table exists in Custom_Tables. When I run this function with the name of a custom table (e.g. TableExists('My_Own_Table')), it returns false…
  • Mail Chimp invalid password error - TaskExecutorNotChecked

    We just set up Mail Chimp integration for a client and the records are not synchronizing to Mail Chimp from the group. The error in the log is that the process requires http authentication and the password is invalid. Does anyone know what password it…
  • sage crm CRM.ready

    I used crm.ready in Custom Content of Quote summary to get value of Current logged in user. it works on my local machine test CRM (CRM verison CRM7.3 ) but does not work on clients server (CRM verison I am using is CRM7.3 sp1.2 ) crm.ready(function…
  • Mapping Component works for Leads but not Companies

    We are on 7.3a, I've installed the Mapping Tool and altered the MapsTab.asp to include the postcode on both lead and company tabs, but I still cant get the Company Map Tab to work correctly. When I click the tab the search box is empty, when I then click…
  • Opportunities displayed in Pipeline of Forecast Entry

    We are running Sage 7.3b and getting ready to use the Forecast functionality. However, we are confused as to why Opportunities that have already been Closed, Won, etc. show up in the Pipeline? Shouldn't the pipeline only display In Progress Opportunities…
  • Creating a new button when Lead summary screen in Edit Mode

    Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…
  • How to detect theme in sage crm 7.3

    As everyone aware that Sage CRM 7.3 has new and improved theme but if system is upgrading from Sage CRM 7.2 to Sage CRM 7.3 the older themes will still be present and still available and the new theme is just an option. so my question is, During installation…
  • Import Opportunities into CRM

    Hello all, i am wondering how do i go about importing csv opportunities into CRM? Thanks!
  • New field in opportunity won't show when added to a mail merge doc

    Several fields have been added to the opportunity screen and populated with data. We have a survey Word doc that includes those fields but that data doesn't show. What would cause this to happen? Thanks for any and all advice. Dana
  • Position field missing "New Line" option in drop down during screen customization

    I am customizing the Company screen. When I try to move fields to a new row, "New Line" is not available. I see "Same Line" & a blank. I try to use the blank, update it, save it, but it always reverts back to Same Line. Looking at other screens in Lead…
  • 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…
  • Multi-Server

    FormerMember
    FormerMember
    I'm installing our companies first instance of the SAGE CRM 7.3 product and plan to use the multi-server option with two web/application servers that will be connected to the database that is on a SQL server cluster. My question is does multi-server require…
  • 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…
  • Opportunities displayed in the Pipeline of Forecast Entry

    We are running Sage 7.3b and getting ready to use the Forecast functionality. However, we are confused as to why Opportunities that have already been Closed, Won, etc. show up in the Pipeline? Shouldn't the pipeline only display In Progress Opportunities…
  • Sage CRM 7.3 patch B

    Sage CRM 7.3 patch B standalone version is now live. Please login to the Knowledgebase to view KB 63914: Download Sage CRM 7.3 patch B . Note: Sage CRM 7.3 is the minimum required version for this download.
  • Sage CRM 7.3 patch A Standalone version is live

    Sage CRM 7.3 patch A standalone version is now available. To download this patch, login to the Knowledgebase and visit KB 58626: Download Sage CRM 7.3 patch A . Note: You must be running Sage CRM 7.3 to install this patch.
  • RE: Sage CRM 7.3 Standalone version is live

    Please note that Sage CRM 7.3 will integrate with the following software: Sage ERP X3 versions 7 and 6 (target release is February 4, 2015) Sage 300 ERP 2014 (target release is March 31, 2015) Sage 100 ERP 2015 (target release is April 7, 2015…