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Sage CRM

Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

General Discussion

CRM 2022 R1 Advanced FInd - Not Showing Preview SQL Button

Paul Callaghan

Good morning all, We are operating off Sage CRM 2022 R1 and the guide from https://help.sagecrm.com/on_premise/en/2022R1/Main%20Menu/Content/User/FI_UsingAdvancedFind.htm?Highlight=Advanced%20Find shows a Preview SQL button in Advanced Find but this…
- 1 month ago
- Sage CRM
- General Discussion
CRM Outlook plugin Lite - SSA fields don't work so e-mail cannot be filed.

r.nicolai

We're using the Outlook plugin Lite with Sage CRM 2022 R1 te file e-mails from Outlook 2019 32-bit. This does not work. At first we get this screen on which the targets are not populated although the e-mail address exists in Sage CRM: On clicking…
- Answered
- 3 months ago
- Sage CRM
- General Discussion
Creating Group With Checkbox Field In Search Criteria

Paul Callaghan

Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
- 5 months ago
- Sage CRM
- General Discussion