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Hi We have had a couple of customers complaining that Chrome is keep prompting them to leave the site when they click on different tabs. I have tested this by upgrading Chrome to Version 113.0.5672.64 (Official Build) (64-bit) and then it I click on…

"Good afternoon, I would like to inquire about a problem I am experiencing when opening the quote display on the screen. I also want to attach an image of the error message that appears. Can you help me resolve this issue?"

Is it possible to provide a link to a Sage CRM company and put that link in eg our intranet? Currently I can't just copy the URL as my session ID is contained in that URL. If I remove my session ID, it asks the user to log in even if they are already…

I am currently trying to set up Password based SSO on sage via AAD. have you got any visual guide on that using the 'My apps secure sign-in extension' and any configuration on that. I would like it so that the users log into the extension with their…

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

Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom…

Hi all I have seen lots of times that it is really important to record details about Sage CRM Implementations and have a plan on how things work but I cannot seem to find the guide on the partner documentation. Does anyone have any guidance on this…

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…

Morning, We have a customer using Sage CRM with form launching set up. This works without a problem but for one specific user, if they, as an example, go to Orders or Quotes within a company and click 'New', it takes them to the screen that generates…

Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…

Hello, Is there any way on CRM to hide the 'New Company' and 'New Person' buttons on the right side of entering a new Lead? Highlighted in the image below:

Hi All, On the 'New Company' screen on CRM, one of our customers have asked to be able to move the blocks to that the address block is at the bottom: How can we best achieve this? Kind Regards, Jamie

Hi 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…

I need to validate an opportunity workflow rule based on the date the opportunity was created. For example the rule would only be valid if the creation date was before 03/10/2022. Can anyone advise how/if this can be done?

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…

Talking CRM 2022, a day long free virtual conference dedicated to Sage CRM. The event was an opportunity for customers and partners alike to learn more about the business advantage of Sage CRM. Talking CRM 2022 kicked off on Tuesday 27th September 2022…

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…

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

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…

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…

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…

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…

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…