Browse By Tags

  • Working with 'Create Follow-Up Task' and 'Create Follow-Up Appointments' using Server Side code

    The image above shows the New Task screen. Both the New Task and New Appointment screens allow a user to Create Follow-up Communications. A customer might have a business requirement to know whether the communication a user is currently entering is…

  • How do I hide the 'Follow-up' check boxes on a New Appointment or New Task Screen Screen?

    Below is a screen shot that shows the New Task Screen. You'll see there are some checkboxes that if selected will launch another new communication screen once the New Communication is saved. The HTML that generates these Checkboxes looks like this…

  • Creating a Task in Web Services

    Below is some example C# code that shows how to add a communication of type "Task" using the SOAP web service interface. ewarebase[] CRMBase = new ewarebase[1]; communication newTask = new communication(); newTask.action = "ToDo"; newTask.type = …

  • How to Include Custom Entities into the Communication "Regarding" field (using the Tied Fields property of a Search Select Advanced field)

    A customer had a requirement that several new custom entities should be added to their Sage CRM system. The entities were added using the Advanced Customization Wizard. In this example these entities were called "Projects" and "Events". The new entities…

  • Checking Progress in Mass Emails

    In Sage CRM you are able to send mass emails from either the Search screens or from the Group screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people…

  • Communication tab not working for custom entities in Sage CRM 2019 R1

    I am trying to create custom entity (say Contract) in Sage CRM 2019 R1 with Advanced Customization wizard. While creating Entity with Advanced Customization wizard, we have selected Owned By Opportunities , Has Communications and Has Library options…

  • Adding new field 'country' to Phone/Email screen

    Hi , I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…

  • Adding a new field to 'Proposal Submitted Page'

    Hi, I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…

  • Ability to confirm if a communication has been responded to

    Hi, I am a new admin to Sage CRM however I have been a user for quite some time. I I am trying to build a report that will tell me if any Email In/Phone In Communication types have been responded to (and by way of further enhancement in what timeframe…

  • Daily Email for Tasks

    Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…

  • Default landing tab -- Company/Person

    When a user selects a company or person from a search screen, the system takes them to the appropriate summary page. Is it possible to direct the system to land on the Communications tab rather than the summary page? We are currently working with…

  • Mail Merge Help!

    Hello, I am currently setting up a mail merge document. All works fine, however, I am struggling with getting 'Contract' information to pull through. To set the scene I have created a handover document which pulls information from the company entity…

  • Sage CRM gives error "Unexpected Event occurred" while filing emails with smile characters(emojis)

    One of our client is having problem filing an email with emoji characters. I cannot see any resolution for this issue. Help needed as soon as possible.

  • Change the default appointment duration

    I want to change the default duration of an appointment from 30 minutes to 1 hour. Is there any direction on how to accomplish this?

  • Add Field To Company Dropdown

    Is there any way to add fields to this company drop down list?

  • Changing Communication list fields

    My company is using Sage CRM 7.2.e.1. I have had an employee ask me to change the fields included in the marketing/waves/communication list. I see that in the communication tab, it simply calls communicationlist. How can I change what columns are shown…

  • Escalation Rules and Overdue Tasks

    Hi, I've been looking at creating an escalation rule that will send an email notification to the user that created the communication to inform them that their task is overdue. I can't seem to get this to work however. I've taken the pre-built 'Communication…

  • Mailchimp not creating Communications for all recipients

    Hello, Background: We are using Sage CRM 7.3b On-Premise. We had experimented with Mailchimp for E-marketing integration, then tried Swiftpage, but ultimately went back to Mailchimp. We did our first 4 campaigns this week. The results of the campaigns…

  • Searching Communications

    We are using Sage CRM 7.2.e.1. Part of our standard practice is to utilize the Outlook integration to save emails to Sage CRM and then they get filed under the appropriate company. So far, so good. We can find the emails listed under the company, but…

  • Customizing the Order Communication and Quote Communication lists

    Hi, From where can I customize the communication lists for Order and Quote? I noticed that: Administration -> Customisation -> Communication -> Lists -> CommunicationList is implemented for Company, Contact, Case and Opportunity communication lists…

  • Email Manager Service

    Hi All We have a client using the Email Manager Service and they have encountered a couple of issues. The first being when a new email is sent to the dedicated support mailbox the system creates a new Case record for the existing customer and records…

  • Read Receipt from SMS in Communications Tab

    Hi I have a partner who is looking to see if it is possible to see a read receipt from an SMS message(sent from CRM using a provider such as Clickatell) in the communications tab. Thanks Emmet

  • Exchange server connection between Sage CRM 7.2 and Outlook2010 (Second stage is invalid)

    I am creating a new exchange server connection between Sage CRM 7.2 and Outlook2010 where i have to provide 4 pieces of information. Exchange Web Service URL: https://remote.crm-software.ie Exchange Server User Name: current name of the windows logon…

  • Exchange server integration

    Hi, I am creating a new exchange server connection where i have to provide 4 pieces of information. Where can i get or How can i find : Exchange server user name, Domain? I have access to MS Outlook on the server so i can test the connection and get…

  • Sage CRM v7.1 Exchange / Outlook integration and Office 360 / Exchange in Cloud

    Hi, One of my clients is moving to using Office 360 and also will be hosting their Exchange server in the cloud. Does anyone know of any issues with this set up and either the Outlook plugin or Exchange Integration with v7.1 SP2? For instance, Exchange…

*Community Hub is the new name for Sage City