Hi Sage CRM Community,
I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…
Hello, we would very much appreciate the ability to add a PDF attachment to transactions in the Customer Invoice (for Purchase Orders) and Receipt (for Remittance Advices) windows.
When an attachment exist on a transaction there is no indication on the surface of the transaction.
Determining that an attachment exist is simple, but time consuming. In certain dashboard items, it is possible to have an indication of attachments existing…
Current company is not using the attachments feature of SAGE50.
I am curious to know real world experiences with the Attachment features.
If/how has it affected performance?
Data Size of Company file?
Backup considerations?
I know such a request…
Hi All,
We are experiencing intermittent attachment issues with attaching documents in Sage X3, using the standard attachment function on X3 purchase request and purchase invoice functions.
We noticed that this occurs sporadically and is limited to…
Is there a way to display the attachment icon when viewing transactions? When I click on banking, and go to view the transactions for a bank account, I can see all transaction, but cannot see if a file is attached to it unless I open each transaction…
Hi,
Reference used: https://online-help.sageerpx3.com/erp/12/wp-static-content/public/Attachments/Content/How-to%20guides/Platform/Attachments/T1%20Attachments.htm
For maintenance purpose, may I know where the secure files are stored?
This is important…
This is a feature in Sage Business Cloud but is annoyingly not available in Sage Line 50c Professional, this is an important feature for our business as we issue a lot of invoices with supporting timesheets and daywork records being a construction business…
I have noticed when uploading a file to the Supplier / Customer record, that the file name text is white and the background is white
Making the text totally unreadable - can this be rectified?
Question regarding viewing a pdf after saving as attachment to the Customer Database. If I click on "maintain," "Customer/prospects," enter the customer number which opens the desired customer, click on "file" within the customer window, and select the…
It would be great if we could have a hyperlink in the attachments field to a scan of the document that has been processed through an Authorisation / Document Management App.
Current attachments, if manually posting, are a copy. No option create hyperlink…
It would be valuable for a lot of users, i believe to have the ability to add attachments to the customers profiles or in the batch invoicing section. Considering we are now MTD there should be the ability to keep any number of records on sage which can…
I find it odd how we can now attach to journals and the vat return but still unable to attach to bank payments any docs! We make one off payments on an ad-hoc payment which are coded directly to the nominal, it would greatly assist my strive towards a…
Add further company e-mail fields to allow using multiple/different mailboxes for directional customer and supplier communications. This will ensure the e-mail is not hard coded into reports and allows easier amendments as required.
Learn more about attachment of earnings orders, including the different types of attachment you can set up and how deductions are calculated.
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Good day
We attach a new attachment to a Sage X3 transaction.
When someone then open the attachment, the first time, can be downloaded and viewed. When the same attachment is opened for the second time the error displayed is that the document or directory…
Hi, Has anyone else had the issue of upgrading to V28 and half of the attachments are now in a folder that cannot be found and therefore you cannot view the attachments? As well as losing reports etc. We have clusters of attachments we can no longer view…
It is great that an attachment can be added to the journal entry but it would be great if you could add a short note.
I am sometimes instructed to process a journal and having the ability to add a note to remind myself of why I did it would be really…
Problem details:
Users are unable to save attachments within CRM
Solution Details:
I found that the "Physical root directory for mail merged documents" path read "missing from registry". I inserted the correct path.
Hello,
Anyone coded their own system for Attachments menu ?
Like Crystal Print goes automatically in Attachment menu list ?
I tried to use the X3 standard, it was too slow to find + upload document via the Menu.
Hello,
Prior validating payment on Bank website, we need to submit Invoices in PDF.
We would like to avoid send them manually.
On X3, we have a folder PIH for Purchase Invoice with all PDF inside named NUM.PDF (Invoice number).
In GESPAY (payment…
Good Afternoon, Initially, I created a storage volume on X3 and defined an access code for this volume, so that when a file was attached to that function, it automatically selected for the folder corresponding to the function.
The result I got was,…
Having the ability to add attachments to certain transactions is very useful.
I would like to ensure that attachments are in place for every transaction where I think this is useful before the external accountants have access to our records for preparing…
The ability to add attachments to Purchase Invoices has been a real bonus, particularly during the changed ways of working of the current pandemic, but it would be really useful if this could be expanded to other transaction types.
Bank payments, credit…
