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  • CRM Self Service Demo Redirects to Blank Page after Login

    Hi everyone, upon successful logging into the self service website, it redirects me to a blank webpage instead of the home page. Likewise, when I try to access the home page via the menu/address bar while I am logged in, I get redirected to a blank page…

  • 500 - Internal Server Error when Accessing Sage CRM Self Service Demo Site in Sage CRM 2023

    Hello everyone, I am currently facing the error below when trying to access the Sage CRM self service demo site. It began to occur after I performed a minor edit in the MC_getcontent function. I have checked the License key details and have insured…

  • New Sage Self Service Release V1.20 (Released 04/05/2023)

    Whats new on Sage Self Service V1.20 A Transaction menu item has been created for the Admin user profile. The items mentioned below will allow the administrators to resolve items without having to log a support case. A new function to delete Company…

  • Sage Pastel Payroll Update- Date Change for the Webinar

    The planned webinar for today has been postponed until tomorrow due to technical issues. The topic, link, and time to join the webinar remain unchanged except for the date. The new date for the webinar is November 24, 2022. We deeply regret the delay…

  • Sage 200 Self service web site externally.

    I have been asked to make the self service website available externally and while we have the self service website accessible internally (someone can open Sage 200 and select "Show Workspaces in Browser" How does it handle the authentication if I make…

  • How to Generate Leads from self service website

    I understand the concept of automatically generating and updating leads. I am currently trying to add the Web To Lead page to the Sage 2021 R1 Self Service Website demo but. Can anyone help on how i can go about that?

  • UPDATE | Technical Issue: Users not able to view or apply for Leave on Sage Self Service Mobile application update V2.0.6

    UPDATE 2021/12/14 The new version of the mobile application (V2.0.7) is now live on the Google Play Store. Please note that Version 2.0.8 has been released and is now available on the Apple App Store . The release notes of 2.0.7 above still apply…

  • Sage Partner Payroll ESS Reset

    For many reasons, I would like to clear my current ESS details and start ESS again. I have tried many times to get hold of Payroll support and I have had no luck. The ESS needs to be setup from scratch. The setup is a Multi Company setup. Please advise…

  • Self Service Validation script

    I have a self service screen with existing validation scripts and want to add a validation script that makes sure that a new entry of the custom entity cannot be saved for the same visitor's company using the same date. I am trying to run an SQL query…

  • Support Notification | Delay on emails from Sage Self Service to certain email addresses

    Our internal team has picked up an issue with a delay on email deliveries and is liaising with our service providers regarding it. We will be working along with our providers overnight to make some changes to improve performance of email delivery…

  • custom claim report design

    hello everyone I designed a custom claim report on ess i need help on how to design a custom report on pastel payroll or hr to pull data from the submitted claim report I want to export it ou for import

  • Transfering Employee from one Company to Another - ESS

    Hello, Is it possible for employees to maintain their ESS account when transferring staff from one company to another. Do I need to relink the staff if the company has been changed? Also, please who do we make recommendations for payroll legislative…

  • Sage CRM's SOAP Web Services and Sage CRM's COM based Web Self Service API.

    The two APIs that I wish to consider in this article are mature, well developed and stable. They've been in the product for a very long time. Nevertheless, they are still used and still very much a useful pair of development options. In fact, they both…

  • Resizing and controlling tables (lists) displayed using the Self Service COM API

    A customer had a question on how they could resize a table to fit correctly in their web page. Below is an image that shows a simple page created by the Self Service API. The code below shows how the display of List Pages can be controlled in Self…
  • A round up of articles about Self Service

    A round up of articles about Self Service

    Sage CRM self service interface enables you to allow your customers, partners, and suppliers to access a subset of your Sage CRM data and functionality over the web whenever they want or need it. It is able to be fully integrated with your own website…

  • Administering Self Service Visitors

    Below is a diagram that presents the general architecture of Self Service in Sage CRM. The key thing to point out in this diagram is that the people who access CRM data through self service screens are called 'Visitors'. The people who logon into…

  • Implementing Self Service: The Schloss Schwanberg Case Study

    About two years ago I wrote a series of articles that supported a Case Study and exercise in the implementation of an instance of Sage CRM with custom entities that needed to be accessed through Self Service. The case study is called "Schloss Schwanberg…

  • Some more thoughts on Self Service Configuration

    I wrote some time ago about " Installing Self Service ". That earlier short article discussed that two separate installs of Sage CRM need to be used to set up Sage CRM with Self Service on a different web server and that the Self Service database can…

  • Programmatically Enabling a Person for Self Service

    A customer had the requirement to automatically enable a person record for Self Service. Normally a user would enable a Person as a Self Service contact from within the main user interface. So what happens when the CheckBox is clicked? If you look…

  • Investigating Authentication in Self Service

    This article as a result of a series of questions I was asked by a customer about Self Service authentication. The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this: …

  • Schloss Schwanberg Part 9: Editing Guest Information

    This is the ninth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 8: Adding Guest Information

    This is the eighth of a series of articles that will will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 7: Displaying Guest Information

    This is the seventh of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 6: Adding a new custom Guest Entity

    This is the sixth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 5: Creating the Booking Management page.

    This is the fifth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

*Community Hub is the new name for Sage City