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  • Group Mail Merge


    We have created a group from a custom entity.  We then use this to run a mail merge.  The documents are not saved under the custom entity and are not linked in anyway to that entity.  Is there any way of amending this?

    The documents are visible on th…

  • 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.

  • 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…

  • 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…

  • 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…

  • Administration screens appear briefly before disappearing

    Problem details

    When entering the Administration area, the screen/panels appear very briefly before disappearing.  The lefthand side menu remains though.


    Check your browser screen settings and ensure that your zoom is set to 100%

  • Email Marketing Analysis - Metrics Overview

    Choosing your metrics is an important decision for your company to make, however you must also keep in mind that many variables come into play that may not be reflected in the figures themselves. This key point was made recently in the blog "Email Marketing…

  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones,

    Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like I…

  • Multiple Sage 300 ERP databases - one “Enterprise” sales manager

    We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

  • Change the colour of text in a field.

    Hi ,

    In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

  • Issue Time In Dashboard


    Issue about "Date\Time" field inside the Dashboard.

    The time in dashboard different the time in summary screen.

    Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM.

    Notice: The

  • Sdata select parameter bug?


    We have SageCRM 7.3 SP3.

    I'm trying to use the select parameter in sdata calls to reduce the response weight, but it doesn't seem to be working. I read in one of Jeff's post that the primary key must be returned at a minimum. I've tried that, but…

  • Viewing schedule in Team CRM

    I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled…

  • Duration Field

    Good afternoon,

    I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get…

  • SData - custom sql view with Group By


    We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata:


    It throws an error. The sql view has a few "group…

  • Change shown Field after select in Advanced Search Field (f.e. in new communication)


    i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field.

    How can i change data is shown when i select a company…

  • Sage CRM 7.3 - dynamically set SSA field


    I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity.

    Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id…

  • Problem with Data Upload/Import from Excel


    i've experienced a strange Error while trying to import data for Entity "Company". I''ve a 800 MB File full of Company Data and splittet it in 60-70 MB Files (.xlsx) just for testing.

    Now everytime i start the import directly…