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  • Communication Error: There was no endpoint listening

    A customer is getting this communication error when attempting to access SAGE 200 HELP! Any advice is welcome.

  • Variable dans un mail avec XRT Communication

    Bonjour, J'aimerais envoyer un mail à notre responsable comptable avec le relevé bancaire quotidien de nos banques (au lieu de l'imprimer sur papier) . Dans XRT Communication j'ai crée un "Message" que j'ai ajouté dans les traitements "post-session…

  • Communication error

    Hello, A user has logged onto his PC and this message appears Any idea how to resolve it?

  • Update your communication Preferences with Sage

    Dear Community Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us…

  • Update your communication Preferences with Sage

    Dear Community Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us…

  • Update your communication Preferences with Sage

    Dear Community Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us…

  • Update your communication Preferences with Sage

    Dear Community Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us…

  • Update your communication Preferences with Sage

    Dear Community Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us…

  • Update your communication Preferences with Sage

    Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us please click here…

  • Update your communication Preferences with Sage

    Dear Community Did you know that updating your communication preferences with us, gives you the advantage of being informed of Events, newsletters, Industry information, Special Product Offers, and Promotions? To update your communication with us…

  • Copies of letters and statements to be attached to communications tab on customer card

    There is no history of a letter being sent to a customer. Sage used to record the type of letter but not a copy of the actual letter. WIth dynamic content in the letter s set it is important to retain a copy of the letter that was sent to refer back to…

  • Create Follow-up Opportunity Field Value

    When creating a follow-up opportunity from a communication I want to bring the Wave activity over from the communication to the opportunity. Any ideas on how to do that? Thanks! Anthony

  • Update your communication preferences with Sage

    You can update your communication preferences with Sage by clicking on the link below: Update preferences Enter your email address and receive a link to update your preferences and update your contact details online. If you prefer to receive…

  • Sage 50c US - Unable to View invoices

    Hi, I'm in the IT dept, and our accountants are reporting that they are no longer able to open invoices when they view the invoice of any kind the screen flashes for a second and then closes as if they didn't click it at all, no popup no warning. …

  • Please add to the report designer the functionality to add a new entry in the customer's communications module

    When emailing customers invoices, reports, statements or letters it would be very useful if the report designer could give the functionality to to add a new entry in the customer communications log stating which report, invoice or letter has been emailed…

  • Private communications and restricted access to calendar information

    This article has been prompted by a some recent questions about nature of data privacy in Sage CRM. And specifically I want to think about access to diaries and calendars. Consider the following business requirements: Is there any way to restrict…

  • Creating Appointments and Tasks in the .NET API

    It is very easy to work with communications in the .NET API. Below are the basic code sample to show how to create either an appointment or a new task. Note : The CreateAppointment() and CreateTask() require you to reference both the WebObject and…

  • Filing an Email from Outlook to lead Entity (Communication)

    Hi All, Here I am demonstrating a little workaround for filing an email from Outlook to Lead (communication) in CRM using CRM Outlook plugin with the following steps. First change the Lead Field type in the Administration --> Customisation --> Communication…

  • Moving files into the Library using the serverside COM API.

    A customer had a requirement to be able to automate the inclusion of existing files into the CRM library structure. The scenario is that a file is created by another business process e.g. "Northwind Order Processing". That file then has to be added to…

  • Filing outgoing emails sent from Outlook using Exchange server

    Has anyone found a way to file an email sent from Outlook to multiple recipients? I have a customer that sends out emails to multiple contacts and would like to have the system automatically create a communication records for each person it is sent to…

  • Triplicating Communication Entries

    Good Morning! One of my customers has Sage 200 CRM 7.3 SP3 and has recently, repetitively, had an issue when putting communications on (specifically emails). It seems to triplicate the records. The three records were created the exact same time(second…

  • Is anyone actually using the tablet theme in a live sales environment?

    We are looking at Sage CRM (7.3) for an existing Sage 300 customer. They only want to use the tablets, and they don't want to use the desktop theme, but there seem to be numerous things that don't work on the tablettheme. Is anyone actually using tablets…

  • Company Communications List no longer shows names of deleted people

    We are using Sage CRM 7.3b and previously were on version 5.8t. We've noticed in 7.3 that if you delete a person and then go to the company's communication tab, the person's name no longer displays in the communication list. In 5.8, the person's name…

  • What is an effective way of using linkedin connections for e-marketing?

    Hi, As an example, linkedin adds/synchronizes connections with the iphone. Details include company, position, email, phone number, etc. Is there a way to pull these details into CRM and use them for e-marketing? or linkedin messaging? How can someone…

  • Enable Workflow for Communications entity

    Good afternoon everyone. I'm trying to enable workflow for communication entity but I can't find the way to doing it. I've been following the steps in this article ( https://community.sagecrm.com/user_community/f/84/p/3606/8298.aspx#8298 ) and this…

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