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  • Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…
  • An invalid character was found in the mail header: ';'.

    Sending to multiple email addresses resules in invalid char of ; Sage Small Business Edition (Version 2019 - 7.92.09) Update client with multiple emails [email protected];[email protected] This will save - must be ; with no spaces - cannot use ,…
  • Paperless Office - SMTP setup

    Hello, While trying to setup automatic email delivery in Sage 100 Advanced, I'm stuck at the portion where I setup the SMTP settings in Company Maintenance. I've verified I have the correct IP with my IT company and using the correct port. No matter…
  • Email setting questions

    Sage 300 V2024 with PU1. Can't send email. Client is using Gmail Business Account. Has anyone successfully setup such in latest version of Sage 300? Sage tech's answer is: "old authentication methods of “Usernames/Password” have been deprecated…
  • Notifications

    Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?
  • Row Level Permissions

    Hi, Can anyone advise how to increase a limit of row level permissions (Parameters --> Users --> Users --> Organisation) in user setup? It is set to 10 in my organisation and I need to be able to add more to some users. Thanks Ania
  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • Customer email addresses - saving multiple for Invoices or Sales Order confirmations

    We would like to have multiple email addresses for each customer - to use depending on the type of form. example: [email protected] to send sales order confirmations [email protected] to send invoices Is it possible to set the up so one…
  • BI Add in Unable to email report Getting error

    When we try to set up email Distribution settings in the BI Tools add in using Office 365 we get an error of "Unable to read data from the transport connection:net_io_connectionclosed" error. Anyone else running into this issue?
  • Defaulting an email template to a specific Action within the dropdown option

    Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…
  • Have a problem accessing the company data in network

    Hello, I have a Simply Accounting Premium 2008 version. I have recently added another computer to the network (the 2 computers are connected using an Ethernet cable) and I have access to the company data and back up from the second computer (read/write…
  • What is the purpose of the following: Substitution product "Field SBSITM / Screen ITS [ITS]" VS Alternate product "Field RPLITM / Screen ITM2 [ITM2]" in "Product"

    Hello All, Can someone explain the reason for these two fields listed in the subject in "Products" screen. I've read the basic break down's from "F1" help, but we are looking for more real world examples and purposes of these two fields. Could either…
  • SMTP Configuration error: SMTP: Cannot use AUTH LOGIN. This may be caused by authentication not being enabled on the MTA

    When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…
  • Sales Price List By Customer Shipping Address

    Is there a way to set up price lists by the customer's city, zip, or state? Currently I only see the Ship To Address, which is the address code, and not necessarily helpful since this doesn't reference the customers' zip, city, nor state. I'd like to…
  • Multiple Outgoing Email Accounts

    Hi We are getting more inquiries about setting up multiple outgoing email accounts per document type. Eg Email order confirmations from [email protected] Email invoices and statements from [email protected] Just wondering if…
  • Written Down Value method configuration

    Hello, Can anyone guide me to configure the WDV depreciation method in Sage X3 V12?
  • Email with external links go to junk mail

    Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers. After…
  • vNotificationOpportunity error?

    Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.
  • Deactivating tax authorities

    Hi everyone, I started using an AP automotation software by Beanworks which is tied to our Sage 300 system. When I view our tax authorities within the Beanworks environment, it shows some tax authorities as inactive but when I go to the tax authorities…
  • Opening Multiple Companies - Changing Previous Choice

    The directions for opening multiple company files is very straight forward. 1. Open the first company. 2. Select File, and then either Open Company or Open Previous Company. 3. At the warning message, select Yes. 4. Select the next company you want…
  • Email Setup In Sage 100 - Question On Connectivity To The SMTP Server

    I have completed the email/SMTP setup on our Sage server. From a security standpoint, we require IP addresses to be allowed through our firewall and to be whitelisted on our SMTP servers. This has also been completed for our Sage server. In testing the…
  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
  • Email SMPT Error

    I've had this error in the past and was able to fix it via the Live Chat. Unfortunately, for the past few days I've not been able to connect to the live chat (my internet connection is fine, it's an error with Pegg I think). Either way, this error is…
  • Antivirus Exclusion for Sage

    I have got a server where I would like to install antivirus. I have got sage X3 installed on the server. Can someone please provide me any advice on how should I move forward with this? Are there any important files/folder that I need to exclude…
  • Positive Pay Bank File Definition - Separate Detail Lines per Column

    Customer's bank wants the Excel file generated with the check details to have each required field in a separate column. Does anyone know how to specify this within the Bank File Definition?