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  • Sage CRM 2023 R1 Unable to upload File - Validation Errors

    Anyone having issues uploading documents on v2023 R1? We just recently did an upgrade and keep getting 'Unable to upload File - Validation Errors' no matter what! Thanks, Anthony
  • Ability to attach docs to bank payments

    I find it odd how we can now attach to journals and the vat return but still unable to attach to bank payments any docs! We make one off payments on an ad-hoc payment which are coded directly to the nominal, it would greatly assist my strive towards a…
  • Group Mail Merge

    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…
  • 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 notes and attached documents attached to companies, contacts and opportunities

    Hi everyone, My first question - and I promise I searched the forums and saw some related questions, but nothing that I could directly apply. We would like to export all the notes and documents attached to each and any company, contact or opportunity…
  • Sage CPC - Project Center - Commitment Documents

    We have Sage 300 CRE and also use Sage Project Center (CPC). Is there a way to push documents from Sage 300 CRE into Project Center or an API to upload it? I have PDF versions of the signed commitments via DocuSign that I want to make available for the…
  • How to add documents into Sage Evolution

    Hi there I do not use Sage Evolution myself, I'm just the IT Administrator for the company. They currently use Sage Evolution 7.10.0.108. One of the ladies remember being able to add documents into Pastel and frankly, so do I from previous companies…
  • A round up of articles about coding for the library and documents

    The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to…
  • Updating the comp_librarydir Library Path in the Demo Data

    In the demo data there are a few company records that have entries in the comp_librarydir field that do not match the usual format of such data. You can see some of these in the image below. New company records that are added into the system will…
  • Listing Files Not Uploaded and Stored using the Sage CRM interface (classic ASP API)

    Occasionally you may customer requirement to store relatively large numbers of documents associated with a company, person or opportunity record outside the main librabry mechanism. As an example of this requirement imagine an organisation that sells…
  • Integrating Sage CRM with Indexing Services to enable full document search

    Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to…
  • Can we use ftps directory instead of Physical root directory for Document Sync Server

    We are using multi-server environments with Sage CRM 7.1 version and separate document server. Planned to re-platforming environment and upgrade latest version. due to security restrictions we cant use document server within security zone. Currently referring…
  • Document upload for Self Service

    I need an example of documents upload for Self Service and the list of uploaded documents.
  • CRM document library

    Need some assistance with the library file... I am working on a screen in which I want to pass the library path and file name to an external program when a button is pressed on the screen. One thing I am noticing is that the library path does not appear…
  • Document Mailmerge issue on custom entities

    Hello, I've created a new custom entity "fleet" depending on companies. My goal is to create a template with fields from that new entity but also from company, person, address, newprduct and familyproduct. When I add some search Select field …
  • 7.1 SP2: Library Management Empty

    Hi, Upgraded yesterday to 7.1 SP2 and have noticed the Library Management screen (which we have never used before). Looking at the video for using this feature, it is supposed to be populated with documents but ours is empty. I have checked that the…
  • Functionality Not Available, please consult your system administrator

    I have added custom entity, created "Documents" tab in its screen and added a "New" button on that "Documents" tab's screen. The code of adding button is the following (I'm using CRM 7.1 and I'm doing customization in CRM SDK): string sURL = UrlDotNet…
  • Document Drop: Name Control

    Good day Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build…
  • Document Drop: Customization

    Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build in validation…
  • If we use Sage Capture to upload all receipts etc will the external accountant be able to view these through sage drive at year end?

    We are aiming to reduce documents printed and physically stored but still need to provide our accountant access. Does sage drive give the accountant full access to all loaded documents. thanks
  • Payroll Tax Release Notes

    Since I dropped some knowledge about Payroll Updates a couple of weeks ago I thought I would continue the trend with Payroll Tax Release Notes. Here's a little gem that many customers don't even know exists! The release notes walk through the process…