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  • SAGE X3 CRM/TASKS ENETUNREACH ERROR

    Good day all, We use the CRM module Standard in Sage X3. Using the TASK function (GESTSK) we manage user tickets. After updating a ticket, this error occurred. Has anyone ever seen such an error? Anyone have an idea of what could have caused it?

  • how to make journal on hold 0 (zero) in accounting task menu

    I have 4 items stalled on Journals on hold, and this number never comes to 0 even i have started accounting task or restart Sage Server. we are using Sage X3 version 9.0.2. Please help, how to make 0 in journal on hold in accounting task menu?

  • cannot close the period due to "user is in that company" error

    New to Sage BW 2015. we have sage installed on Win 2008 r2. I've restarted the server a few times and no luck. I need to get this user's task unstuck. The task in question is :Enter invoices I've gone thru your help files hoping to kill the open file…

  • Using Drag & Drop to Upload Documents and Attach them to a Task

    In the article " Uploading and Attaching Documents to a Task in Different Browsers " I explained that in Sage CRM we can Upload Multiple Documents and Create a Task Attach Multiple Documents to an Existing Task The Drag and Drop document feature…

  • Controlling the Size and Type of Documents a user can upload

    Large files have a cost. They hog disc space and in a Sage CRM system the upload of files will take time and can be a real drag on the system for other users. Sage CRM has the ability for System Administrators to control the size of files being uploaded…

  • Uploading and Attaching Documents to a Task in Different Browsers

    Sage CRM has a group of features around managing documents. The changes are experienced slightly differently depending on which browser is used. Upload Multiple Documents and Create a Task Attach Multiple Documents to an Existing Task This article…

  • Excel created Task

    We have a customer who has an Excel sheet which is used to produce certificates linked to their Sage 200 data. The certificates need to be reviewed on an annual basis. Is there anyway that the Excel sheet can create a Task against the customer record…

  • Task/Appointment Popup alert

    Hi, Is it possible to set a popup message alert for Task or appointment in sage CRM? Thanks. Raja

  • Status for appointment (task)

    Is it possible to have the status of a new appointment set to "done"? Is it possible to change the status of all past appointments to "done"? We are working with Sage CRM but still use Exchange for scheduling and tasks management. Most of our people…

  • Print Appointment (not Screen-print)

    Hallo, is it possible to print the complete content of the "CustomCommunicationBox" incl. the longer text in details_field ? The normal print-button makes/print only the screnn capture. MMA

  • Exchange Integration does not work after upgrading to 7.2

    Hello, I upgraded the CRM 7.0 to CRM 7.2 and the system mostly work fine but the Exchange Integration. Here is the summary based on what I've found: 1. The synchronization of contacts works fine; the synchronization of tasks and appointments doesn…

  • Creating an appointment automatically

    Hi all, We are looking into way of triggering an automated appointment creation based on selection. For example: If I create a new appointment in sage CRM 7.1 and select "Holiday" as the action. Complete all relevant details on for the appointment…

  • X3 CRM

    Hi, Is there a way to synchronize X3 crm Task and Appointments with Google Calendar? Thanks

  • V11 How to restrict the PJM Task Planning in read/only for users ?

    Hi, I want to give to people read-only access on PJM Task Manager. Unfortunately, if I set up GESPJM to read only for users, the PJM task maanger is still in R/W mode. Thanks for your help, Jean-Pierre.

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