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  • 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.


    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…
  • 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:…

  • 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…

  • Users are unable to save attachments.

    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.

  • What's New in TimeLinx PSM ( Project and Service Management) for Sage Video

    Interested in “What is New in TimeLinx PSM ( Project and Service Management) for Sage” but were unable to attend the live broadcast? No problem, we have you covered. Click the link below and get an update on current industry trends, news about the company…

  • Can't Set Column Order in Quotes and Orders in CRM's Sage 300 Integration

    Hi All,

    We have Sage CRM setup with Integration with Sage 300. On the quotes and orders pages in Opportunities, our users are used to being able to select which columns are displayed on the item grid (Item number, description, qty, etc). Which has all…

  • Export From CRM to Excel Issue

    We are using Sage CRM 2019 r2 and having an issue trying to export to Excel. 

    Printing to the screen works fine.

    After selecting export to excel a window opens, the windows open a white screen, and nothing else happens.

    If we reboot the server the export…

  • Duplicate Meeting Records

    Hello dear community,

    I have the "old" problem in CRM that communications are displayed multiple times.

    Since I installed the plugin "Component: UI changes to External Attendees (Sage CRM 2021)", the external attendees also appear as duplicates…

  • Sage CRM 2021 R2 is now available in UK and Ireland!

    We’re delighted to let you know that the release of Sage CRM 2021 R2 is available with Sage UKI from Friday 27th August 2021. 

    What's New in Sage CRM 2021 R2?

    • Enhanced screens and lists for new installs
    • Configurable choice of pipeline style
    • Additional…
  • Having issues with OnChange Scripts

    I've been trying solutions recommended by similar posts on the forums, verifying to the best of my knowledge that my Javascript syntax is correct, and I'm still having issues.

    I'm trying to display a field "Duration of Rental" only if the Opportunity…

  • Limit access based on position

    Hey guys, 

    I hope this is the right place to post, but I was wondering if there is a way to limit user access of a tab? Eg, I wanted to give a division manager access to the marketing tab but i wanted to limit what information they had access to? Would…

  • Unexpected error has occurred when creating a new quote within Sage 300

    Problem details

    “Unexpected error has occurred” occurs when clicking on the New Quote button on the Sage 300 integrated web screen for a non-existing Sage 300 customer.


    Solution details

    Within Sage 300 > O/E Options, on the processing tab…

  • Social Media - LinkedIn

    Problem details

    Got a call from one of our partners interested in documentation on social media integration, specifically LinkedIn. The partner could find examples for Facebook and Twitter, however not for LinkedIn.

    Solution Details:
    I explained that…

  • Tasks & Appointments not synchronizing

    Problem Details:

    Version used Sage CRM 2019 R1

    Tasks & Appointments not synchronizing

    Solution or workaround

    There were two things we found:  In IIS Sdata application was giving 404 errors, we resolved the errors by 
    1. The forms authentication was…

  • Chrome updates impacting Sage 300 sign in

    Problem Details:

    Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2).

    Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create…

  • Promote to Sage 300

    Hi we are having an issue with our Sage CRM and promoting to Sage 300.

    We haven't used this function before resulting in a lot of duplicate customers being in CRM. This is because we have them entered as prospects and then we sent them up as actual customers…

  • Best CRM for Sage 50cloud Pastel

    Hi There, would anyone know of a CRM package that integrates with Sage 50cloud?