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  • Sage CRM REST API - Group Retrieval

    Hi All, We building an integration between Sage CRM and an ESP and two features of this integration are the synchronisation of Group members and Wave Item members (also from a group, although the field returned from the API is ' Wait_TargetList ')between…

  • Amending product groups of multiple stock items

    Hi, I'm looking to change and update the product groups of all stock items we have on our system. Is this something that can be done by exporting and importing records, or would each product need changing one by one? Thank you!

  • Creating groups based on order history

    Hi there, I cannot find recent answers to this question but we are operating off CRM 2022 R1 and trying to create dynamic groups based on products purchased. The line items do not seem to be available from the new products or order entities for use…

  • Is there a way to create a group based on status?

    Our fixed assets are managed in Oracle for GAAP (have been for years and years). Several years ago we implemented Sage to manage FA for tax purposes. In maintaining the database, I reconcile cost to Oracle each month. It can be a bit of a pain because…

  • Creating Group With Checkbox Field In Search Criteria

    Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…

  • Depreciation by Different groups

    Hi I am using Sage version 2014.1. I am wondering if depreciation can be done by different groups. Meaning to say, I have a company in Sage, where all the assets listed have their own GL Expense Account. I would like to only depreciate a specific…

  • Combining Fixed Asset Databases

    FormerMember
    FormerMember
    I am trying to combine two fixed asset databases in the Sage fixed asset system. Currently, we have two databases, one of which contains a total of close to 18,000 fixed assets, and the second one contains a subset of around 7,000 of the fixed assets…

  • Mailchimp responses, create new Group, how to edit Group

    Hello, Pertaining to Mailchimp integration. Once a MC Campaign has been sent, we are able to see the results in CRM. From the results, we can create a New Group from contacts who Clicked the Mailchimp Campaign. When we create that new Group, here…

  • Webinar - Report Design - Groups and Sections part 2 - Recording now available

    This session revisits groups and sections to explore some of the standard reports with multiple groups. You’ll also learn how and why you might need to add multiple groups on a report and how to add group totals. This webinar has now taken place, but…

  • Webinar - Report Design - Groups and Sections - Part 1 - Recording now available

    In this sessionyou'll learn about: The structure of reports in Report Designer. The impact of adding groups and sorts to a report Making some basic amendments to existing reports This session has now taken place, but don't worry a recording…
  • X3 Licensing: Badge Consumption

    X3 Licensing: Badge Consumption

    Hello X3 Family! First off, I would like to thank everyone, whose been with me throughout my X3 Journey over the past 4 years. It's been a pleasure ! X3 has allowed me to develop and grow in many ways, and I'm extremely thankful for my experiences supporting…

  • Creating a static group and Key Attributes table

    We have a requirement to create a static group in Sage CRM based on an external email list. I have worked out how I will get the person and company ids that I need to create the group. I am having an issue determining what all needs to be populated for…

  • Webservices and Groups

    In a webservice you have to select a group for a parameter/value. What is the purpose of that? Why do i get the following message, [err] Field ZBPCEMP not expected into group GRP0. when in my webservice definition the field is in Group0! Also…

  • Create New Group Button - Custom Entity

    I am trying to add a Create New Group Button to a custom entity Find Screen. Is this possible? I added the following script to the EntityFind.asp page. searchContainer.AddButton(CRM.Button("Create New Group","save.gif", CRM.Url(597))); The Create…
  • Sage CRM and best practice Audience management in Mailchimp

    Sage CRM and best practice Audience management in Mailchimp

    Sage CRM has an integration with Mailchimp which I have written about in a series of articles beginning with " Mailchimp, An Introduction ". I have seen some discussion within the forums about how the integration works and I thought it would be useful…

  • Creating and Using Groups of Records

    In this article I want to look at how users can create and use groups of records. This article will attempt to answer the following questions? How can groups be used? How can dynamic groups be created? How can static groups be created? A…

  • Using SData to expose Group-like Data to an External Application in Sage CRM

    A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading. Groups can…

  • Creating Interactive Dashboard List Gadgets for Custom Entities

    List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created…

  • Video: Tab Customization - Adding a Button to the Group Details screen

    You've read the article! ( Adding Extra Buttons to the Group Details Screen ) Now watch the movie! (Please visit the site to view this video)

  • Controlling the Data Passed to Custom Gadgets in the Interactive Dashboard

    This is the second in a series of articles discussing the creation of Custom Gadgets that can be added to the Interactive Dashboard in Sage CRM. In the article " An Example Custom Gadget for the Interactive Dashboard " I mentioned that data is passed…

  • Allowing Views that Return Duplicate Person records to be used in Group definitions

    Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM. This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same…

  • Creating Groups on External Tables in Sage CRM (E.g. Sage accounting systems)

    The requirement: The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and Companies that can then be used for outbound emails…

  • Creating Groups on Custom Entities in Sage CRM

    I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails…

  • Adding Extra Buttons to the Group Details Screen

    I have written another article that discusses how to add an extra button to the Saved Search Screen . That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important…

  • Adding Extra Buttons to the Saved Search Screen

    Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the…

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