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  • CRM- Notifications

    How do you print your notifications/alerts in the CRM system on a word document?

  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.

  • Sage CRM & Sage 300 Web Screens Using The Same Port. Conflict with Sage.CNA.WindowsService – Changing Ports for Tomcat Service

    We recently had a case where the BP was getting a IRL Rewriter error upon installation upgrade of CRM 2023. They would login to CRM and get the interactive dashboard not loading. Suddenly after the Apache Tomcat Service would stop and therefore all Mail…

  • CRM opportunity workflow custon field increment

    Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou

  • Faulting application name: w3wp.exe. Faulting module name: eWare.dll

    We are getting this at a client. Each morning it happens & they can't log into CRM. Then after a few minutes, it starts working OK. Then it will intermittently happen during the day. This is a new server from a recent upgrade & been happening since go…

  • 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…

  • 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…

  • 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 the…

  • 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 the…

  • 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…

  • 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…

  • 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…

  • ‘Talking CRM’ podcast episodes for our global audience - A "must hear" for Sage CRM enthusiasts.

    The "Talking CRM" podcast episodes are a must-hear for any Sage CRM enthusiasts, interesting topics, and great conversations. The Sage CRM podcast series ‘Talking CRM’ - the most consistently seen product on the Sage Thought Leadership site - now has…

  • QuickFind customization

    Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.

  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

  • | Video | Qmulus UK & their 2021 Sage CRM Conference | More information & links |

    Join the Biggest Virtual Sage CRM Summit - 5 May 2021, 10 am-4 pm UK time. Learn more about the biggest Sage CRM Conference of 2021! T rends and insights to help boost your business growth & thrive beyond the current pandemic. Sign-up here: www.engagez…

  • Sage City Community: Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Summary Sage 300 and Sage CRM Support Matrix for current versions. This KB explains the supported versions and installation process. Sage CRM is supported for two versions while Sage 300 supported for three versions. Customers are encouraged to…

  • | Sage CRM Podcast Series | A session with Mark Engelberg from TimeLinx Software | Episode 1 |

    A collection of bi-weekly chats featuring David and Jeff talking to Partners about what Sage CRM can do for small and medium businesses. In this episode , Mark Engelberg from Timelinx joins us to talk about the intersection of CRM, accounting & project…

  • | Talking CRM | A new episode in our Sage Advice podcast series |

    In this episode , Mark talks further about Sage CRM & TimeLinx in use around the world and stories of return on investment for customers on Sage 50, Sage 100, Sage 300 and Sage X3 .. We hope you enjoy this & the many more to come this year.

  • How to host sage crm online?

    Hi, Can any one suggest me some ways to host SAGE CRM on cloud? Thank You Teejan Equipment LLC

  • Using buttons to link to a tab created by a custom entity

    Hi everyone! I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that…

  • Thinking about improvements in a moment of crisis

    The current global health crisis has presented businesses with the toughest economic conditions seen for decades. While countries work towards re-opening their economies in some fashion over time while balancing the needs of lockdown to suppress…
  • Email Marketing Analysis - A quick refresher

    Email Marketing Analysis - A quick refresher

    As mentioned in the previous post, at this point in this series we are going to do a quick "refresher" on some of key messages around integrated email marketing, take a quick look at some key in-product screens before analysing the demo data. Why integrated…
  • Email Marketing Analysis - Understanding ROI

    Email Marketing Analysis - Understanding ROI

    When the figures from your campaigns start coming back, it is inevitable that ROI discussion will be a central topic, particularly with senior management. While it would be foolish to diminish the importance of ROI (particularly with those who are providing…

*Community Hub is the new name for Sage City