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  • Hold the Phone! A round up of articles that discuss Phone Numbers in Sage CRM

    Hold the Phone! A round up of articles that discuss Phone Numbers in Sage CRM

    In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…

  • Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…

  • Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in…

  • Phone and Email Not Synchronizing between CRM and ERP

    Has anyone else had an issue with Phone and Emails not synchronizing properly between CRM and their ERP (specifically Sage100). I had a customer complain the data was not staying up to date, tried it on their system and they appear to be correct. I tried…

  • Issue with Validating Email/Phone in Table Scripts

    I have a need to validate Phone/Email data in Sage CRM 7.2d and found a help page using Entity Level Table Scripts to validate the data. I took the code from the post originally written by Jeff Richards. The article can be found here https://community…

  • Email and Phone Data Duplicated and Not Synced For Updates Made Either By Admin or by Web Service

    There is a rabbit hole that is the CRMEmailPhoneData table and its non interaction with webservice updates to Email and Phone links tables. We had been testing cases where the EmailLink is deleted, (user deletes the email address for an entity but the…

  • Phone and Email Data

    Need some help. I need to understand the purpose of the table CRMEmailPhoneData. We are using 7.2d I am setting up Sage CRM to sync with our accounting database which is also a Sage product. However, it does not have built in sync. The product is Timberline…

  • Phone numbers and email addresses from lead to company

    By default the business number and email address will copy to the business phone number and person business email field when a lead converts. I am sure this is handled with translations, but I cannot find annything about it. If I had mobile on the lead…

  • Add 2nd customer phone number to Sage Form

    I would love the option to add the second customer phone number to a sage form. I use the printed sales order form as a work order for the employees to take to customers residences. Most customers have a house phone and a cell phone. If my installer…

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