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  • 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 database…

  • 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…

  • 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 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…

  • 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 CRM…

  • 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: Sage CRM 2020 R2.2 Sage CRM 2021 R1.4 …

  • 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…
    • https://www.sagecity.com/sage-global-solutions/sage-crm/f/sage-crm-announcements-news-and-alerts/178799/advisory-apache-log4j-vulnerability-cve-2021-45046
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  • 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…

  • 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 1024Mb

  • Interactive Dashboards only work internally, not externally

    I got a query on the Interactive Dashboards only working internally. Solution Details: 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…

  • 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…

  • 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…

  • 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 27 th August 2021. What's New in Sage CRM 2021 R2? Enhanced screens and lists for new installs Configurable choice of pipeline style …

  • 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, ensure…

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