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  • ASSIGNED TO - SELECTING MORE THAN ONE NAME

    Hi, I want to assign a case to 2 persons, while selecting name under assigned to I am able to just select one name, kindly suggest me on this. Thank You.
  • CRM text

    My text on CRM is now visually smaller, how can I enlarge it again to what i was formally
  • bold text

    how to enter de bold text in to text multiline
  • 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…
  • ImpersonateLoggedOnUser failed error

    Hello, I have a scheduled task that execute the following JS script : var CRMUserName = "##username##"; var CRMPassword = "##password##"; var CRMInstance = "CRM"; var eWare = CRM = new ActiveXObject("eWare." + CRMInstance); eWare.FastLogon = 3;…
  • How to Generate Leads from self service website

    I understand the concept of automatically generating and updating leads. I am currently trying to add the Web To Lead page to the Sage 2021 R1 Self Service Website demo but. Can anyone help on how i can go about that?
  • 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…
  • How can I change Tasks List in calendar settings when the user login

    Hello ALL I want to change the agenda or task list in Calendar tab to show default list when user login how can I change or edit the agenda or Tasks list in Sage CRM
  • System.Runtime.InteropServices.COMException (0x80004005): Error HRESULT E_FAIL has been returned from a call to a COM component. at AccpacCOMAPI.IAccpacSession.GetPrintSetup(String menuID, String ProgramID)

    accpacSession = new AccpacSession(); accpacSession.Init("", "XY", "XY1000", "67A"); if (!accpacSession.IsOpened) { Console.WriteLine("open"); accpacSession.Open("ADMIN", "ADMIN", "SAMINC", DateTime.Today, 0, ""); } if (accpacSession.IsOpened) { Console…
  • Changing the FIFO dates in X3. Manually.

    Currently when product is received into X3 to any location it is tagged with a receipt date. This is the date that travels with the product and drives the FIFO order for each product. Is there a way to manually FIFO inventory to give more versatility…
  • Payment Voucher Print

    Hi All, I am facing this issue very often as I was unable to click 'Record' to print Payment voucher for one of the payment entry type and sometimes, with few transactions under this payment type as well. I am using V11 of Sage X3. I tried to set…
  • Making the Phase field in AR Invoice Distributions functioning

    I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…
  • Timeslips 2016 Bill Preview

    When I generate bills and view them in "display" the entire bill does not show up....i.e. the number of hours, the hourly rate, and the charge on the far right of the bill. It prints correctly, but doesn't show on the screen. This has just started happening…
  • Warehouse Setup

    We have a warehouse that is not setup to track items at the Bin level - can this warehouse be changed to track at the Bin level?
  • Employee Hourly Payroll

    Hello everyone, I am currently having an issue with my employee payroll hourly pay, overtime pay, and additional with holdings. For some reason that spot is the only spot that changes my amounts and rounds them up. Example: hourly wage $12.50 and overtime…
  • How to increase the size of the navigator window and overall layout of timeslips with changing the entire computer?

    Hi all. We recently purchased a new computer with native 1920 x 1080 resolution. Without changing the resolution or setting the display to larger 150%(it's already at medium) how do I increase the size of the icons and windows? I am currently running…
  • Prospect promotion from CRM not setting Open Item Customer in Sage 100

    Hello, We have Sage 100c Advanced 2016, and Sage CRM 7.3 SP3. In Sage 100 > Customer Relationship Management > Customer Template Maintenance, the Open Item Customer value is checked. However, when you promote a prospect from Sage CRM, the newly promoted…
  • How do I fix SEI connection issues?

    FormerMember
    FormerMember
    Users from one of are remote company locations can get to the https login page via the WAN and enter their AD credentials. Once the credentials are provided SEI never moves past the connecting screen. We are using AD authentication and the users who are…
  • negative amounts in remittance Payments Journal

    I began working for the subject company in October and continued to do payroll and remittances as it was done before. When I went to do T4's I noted that there was NOTHING in the Total Remittances field of the summary. Thought I'd try to correct this…
  • What size/resolution logo for Maintain Report Formats?

    Hi - I need to change our logo on our internal reports (Through Maintain Report Formats) and the last time I did it we were worried about Y2K.... What are the recommended sizes in Pixels and/or Inches for the JPGs?? Our logo is approximately 1…