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  • Recording Phone Financing through provider

    HI All, I do the book for our family's contracting business, and I'm still fairly new to it. We have a business cellphone plan through Rogers and we are financing a new phone though them. I'm assuming I should make a GL transaction stating the phone…

  • Having customer's phone number's automatically show up in transaction windows, along with all their other personal info.

    So currently when you add a new customer into your system with name, address, phone #, etc., and you go to create a sales order or invoice under that name, all the customer's info that you entered will show up under the billing info and ship to section…
  • Hold the Phone! A round up of articles that discuss Phone Numbers in Sage CRM

    Hold the Phone! A round up of articles that discuss Phone Numbers in Sage CRM

    In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…

  • Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…

  • Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in…

  • Creating your own Import Scripts using the COM API

    Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct…

  • Phone and Email Not Synchronizing between CRM and ERP

    Has anyone else had an issue with Phone and Emails not synchronizing properly between CRM and their ERP (specifically Sage100). I had a customer complain the data was not staying up to date, tried it on their system and they appear to be correct. I tried…

  • Issue with Validating Email/Phone in Table Scripts

    I have a need to validate Phone/Email data in Sage CRM 7.2d and found a help page using Entity Level Table Scripts to validate the data. I took the code from the post originally written by Jeff Richards. The article can be found here https://community…

  • Email and Phone Data Duplicated and Not Synced For Updates Made Either By Admin or by Web Service

    There is a rabbit hole that is the CRMEmailPhoneData table and its non interaction with webservice updates to Email and Phone links tables. We had been testing cases where the EmailLink is deleted, (user deletes the email address for an entity but the…

  • Taking a phone number from a custom entity into Marketing screen

    Hello everybody, I'm trying to insert a phone number from a custom entity into the Call List screen. How can I insert this phone number into "Nº de teléfono" (Phone Number) field? Thanks in advance

  • Phone and Email Data

    Need some help. I need to understand the purpose of the table CRMEmailPhoneData. We are using 7.2d I am setting up Sage CRM to sync with our accounting database which is also a Sage product. However, it does not have built in sync. The product is Timberline…

  • vPersonPhoneSummary optimisation

    Hi, we had a problem with the PersonPhoneSummary. When a customer call us, CRM display this Information after 1,40 minutes! We have 1,6 Million Entries in the Phone table. We had a look in that view. We changed the view, now it takes 2 seconds, to find…

  • Phone numbers and email addresses from lead to company

    By default the business number and email address will copy to the business phone number and person business email field when a lead converts. I am sure this is handled with translations, but I cannot find annything about it. If I had mobile on the lead…

  • Sage CRM 7.2 - How to hide Phone and replace with Mobile Number on Person top content screen

    Hi, Anyone know how to hide "Phone" (in red square) and replace with "Mobile Number" (in green square) from Person top content screen. I can manage to put mobile number on screen but how to hide "Phone"? I did some research and found that someone…

  • "Click to Call" from Sage CRM - Start your 14 Day FREE Trial

    http://bit.ly/11SdL5a

  • Ship to Contact Phone Number

    Make available on POs the phone number of contact that is being drop shipped to.

  • Add 2nd customer phone number to Sage Form

    I would love the option to add the second customer phone number to a sage form. I use the printed sales order form as a work order for the employees to take to customers residences. Most customers have a house phone and a cell phone. If my installer…

  • Alarm System Monthly Fee - expense to what account?

    We recently moved into a new office where we must have an alarm system for which we pay a monthly fee. Since our alarm system relies on our phone lines, do I put this monthly charge into the account I use for phones, "5780 Telephone"? Or maybe I should…

  • Phone and chat support will be open on the first 2 Saturdays in January.

    Great news for anyone working over the weekend to get their year-end processes finished. Our Sage 50—U.S. Edition phone and chat support will be open on Saturday January 3rd and Saturday January 10th.

*Community Hub is the new name for Sage City