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  • Sage CRM Opportunity Custom Content - Get current workflow ID

    I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. 

    I have no issue with the hide/show part…

  • | Sage CRM | Free Virtual Summit 2022 | September 27, 1000 GMT+1 |

    Talking CRM 2022, a day long free virtual conference dedicated to Sage CRM.

    The event is an opportunity for customers and partners alike to learn more about the business advantage of Sage CRM. Talking CRM 2022 kicks off on Tuesday 27th September 2022…

  • How the System Health is actually extracted?

    Hi all,

    my CRM System Health is showing a lot of red as image attached. all the services required are running and the operation on the site is working perfectly.  How the System Health is actually extracted? Because when customers see it have a lot of red…

  • INTEGRATE SAGE 300 V 2022 WITH CRM (Error Code: Unauthorized, Error Message: Sage 300 WebApi Authentication error from invalid credentials)

    I have one sage 300 company on which it's API are currently used for other services.

    Now am trying to integrate it with sage CRM but I got Unauthorized error as invalid credentials.

    but it's api are working as per this image

  • Opportunities without order

    Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

  • Improving deployment options and driving down total system costs

    Sage Partner Cloud promises to provide key benefits for Sage CRM:

    • Optimising for success: Expanding the ability to work remotely, while controlling costs.
    • Security: Providing confidence that data is protected via Microsoft Azure-backed security.
    • Time…
  • Improving deployment options and driving down total system costs

    Sage Partner Cloud promises to provide key benefits for Sage CRM:

    • Optimising for success: Expanding the ability to work remotely, while controlling costs.
    • Security: Providing confidence that data is protected via Microsoft Azure-backed security.
    • Time…
  • Help with email Templates from outside of Sage crm. crm email editor changing the template.

    My company uses Bee pro email template maker.  when I export (copy) the code from Bee and add it as code to the new template, the CRM editor butchers the template.  Color of font can be wrong as well as placement of pictures and other content.  certain items…

  • Table (List) contents are truncated.

    In my list contents are truncated.

    The list is based on a view. In the view the data (SQL Management Studio) is displayed completely.

    What can I do so that the entries are not truncated?

    Thanks in advance for your feedback.

    Many greetings from Germany…

  • New field naming requirement breaks existing table

    I have a client that started using CRM back in version 6.x.  Way back then, we created a table named JOB with a fieldname prefix of job__, i.e. the word "job" followed by two underscores.

    This Job table is a critical part of the client's CRM…

  • Sage Customer Support and Training - YouTube channels

    Reminding you that Sage has great resources on YouTube, for most of our products.  This reminder is specifically for Sage CRM though.

    • Roadmap for Sage CRM
    • Best practice configurations
    • lessons on a wide variety of features
    • Presentations
    • What's new videos…
  • Snapshot Survey: Removal of MAPI option for Email Management

    This is the second of a series of snapshot surveys about features within Sage CRM.

    Sage wants to better understand how customers use each feature and how we can update CRM to better shape the product around a business's needs.

    Sage is considering…

  • Sage CRM 2022 R1 has launched in UK and Ireland!

    We're delighted to let you know that the release of Sage CRM 2022 R1 is now available to Sage UK and Ireland customers.

    What's new in Sage CRM 2022 R1?

    • Changes in support platforms including support for Azure SQL databases SQL 2019 express and…
  • Sage CRM 2022 R1 has launched in UK and Ireland!

    We're delighted to let you know that the release of Sage CRM 2022 R1 is now available to Sage UK and Ireland customers.

    What's new in Sage CRM 2022 R1?

    • Changes in support platforms including support for Azure SQL databases SQL 2019 express and…
  • Problem installing Sage CRM-it is using port 4433 instead of 80

    Hi all,

    on my server, I have existing web application of Sage 300(port 80: OAuth:4433), Sage 200(port 10445,10080,10443,10082,10444), SEI(port 81), and more web applications using different ports (8083,82).

    Today I am installing Sage CRM, the outcome…

  • Developer: How to get the name of user ID?

    Hi all, I am using Sage CRM Rest API to get data. For example, in Lead, we have a field "lead_assigneduserid" but this will display id instead of name which is not very pleasant for UX. How to get the username for this user id?

    P/s: I am on…

  • Sage UKI Advisory: Sage CRM patches now available for 2020 R2, 2021 R1, 2021 R2 for CVE-2021-44228/ CVE-2021-45046/CVE-2021-45105

    Announcing the UK and Ireland release of Sage CRM Patches for 2020 R2.2, 2021 R1.4, 2021 R2.2 for Apache Log4j CVE-2021-44228/ CVE-2021-45046/CVE-2021-45105 

    Patches can be accessed using the links below:

  • Log4j vulnerability for Sage CRM

    It was mentioned a potential vulnerability for 3 Sage CRM versions, then this comes out around 5pm ET on 12/15/21: where we have identified the potential for vulnerability, we have issued an initial patch.

    Where are these initial patches that are mentioned…

  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 3 |

     In this episode, we talk to Nick about the practicalities of running a front & back office project in parallel, the models he follows to ensure everyone is on the 'same page' when implementing & Nick shares customer stories on how they implement & use…

  • Advisory: Apache log4j vulnerability (CVE-2021-45046)

    Sage was alerted (Tuesday 14th December 2021) to a Common Vulnerabilities and Exposures notice (CVE-2021-45046) that the fix to address CVE-2021-44228 in Apache Log4j 2.15.0 was incomplete in certain non-default configurations.

    Note that a previous mitigation…

  • Escalation workflow rule in CRM to send an email is sent to the client and the assigned consultant.

    Problem details:

    A user requested assistance with setting up the escalation workflow rule so that once a case is logged in crm,  an email is sent to the client and the assigned consultant.

    Solution Details:
    One could create a quick notification but then…

  • Failed to create Java VM

    "Failed to create Java VM" error appeared when attempting to run a report.

    Solution

    The “Report Generator Max. Memory” was set too high in Administration > E-mail and Documents > Document and Report configuration.

    I would recommend…

  • Interactive Dashboards only work internally, not externally

    I got a query on the Interactive Dashboards only working internally.

    Solution Details:

    1. Open SQL Server Configuration Manager and check the TCP Port and then go to C:\Program Files (x86)\Sage\CRM\CRM\tomcat\webapps\crmj\WEB-INF and open db.properties…
  • Sub entities

    I had a user ask if it is possible to create a sub-entity of a newly created entity?

    Solution Details:

    It is possible. View the link below:

    https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a-secondary…

  • User territory rights

    Problem details

    When I create a case for a company in a particular territory and assign it to a user from a different territory, the user is unable to pick it up.

    Solution Details:

    The easiest option would be to make sure that the ‘Use CreatedBy, AssignedTo…