Sage CRM

Have a dashboard (many really) and it appears we cannot add a new gadget to the dashboard. Every time I try i get the following error message appearing in the log: Sep 5 2024 7:07:46.765 467176 25172 3 eWareBaseObject.Logon,LogonID cmengerink Sep 5…

Hi Team I need assistance, enable CRM to be create ticket when the client sent a email to the support email. 1. Create the ticket via email received & notifiy the sender that a email has been created. 2. Create notification everytime when the…

When I try to log in after installing Sage CRM, I am using the "Admin" user with a blank password and selecting the option to change my password. (I assume this is correct after looking at the Users table since the documentation doesn't mention anything…

There is just one user who has a blank calendar list. The ordinary calendar is fine. Is there anything I can try to fix it? thank you

We are facing an issue with inconsistent date formats between CRM quotations and orders. Has anyone else encountered this problem before?

Hi Community, Has anyone encountered this error when trying to do a RESTful API POST request? We are experiencing this issue when posting leads and cases, but not when posting opportunities. Here is the error message we receive: { "$diagnoses…

We have turned on Workflows for both the Quote and Order entities. However, if you click Change Summary and save a ton of the Workflow Actions are not showing and some are that shouldn't be. If you navigate back to the specific screen the Appropriate…

Hi community, Yesterday, we encountered an issue where some cases were missed because reassigning the user did not also update the team. I would like to add an on-change script to the workflow that updates the team based on the selected user. We…

When we create new users they do not have the MyCRM Menu. They only menu option they have is for reports and there is no ... menu option to add in the additional menus. Why is this? How can we get users to be able to access the other menus like dashboard…

Hi , I would like to know how to check the last log in on Sage Evolution 7.20.2.000 Hope to hear from you soon my email address : [email protected] thanks

Hello Community, We are planning to integrate Sage CRM with a VOIP system. To avoid any potential issues, we have already installed the system to test the "click and dial" feature. Unfortunately, we encountered a problem: the system automatically adds…

After Upgrading to 2024 R1, we are experiencing an unusual message. Suddenly, with no apparent pattern, working on CRM as a user, a pop-up message appears requesting for Windows authentication, then you can cancel and usually you can continue working…

Hi, after choosing a group I like to create a new task for the group list. For this new task, I want to attach an attachment. But how?? But there is no button (AdAttachment). Cheers Hardy

Hello Yesterday, I turned on the 'Detect duplicate emails' feature. However, I thought it would only work when creating a qualified entity, like a person or a company. Today, I tried to create a lead, but this feature is stopping me from saving it…

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…

Hello All. I have a client that has an external URL that points to their CRM installed on their local server. WHen i go to the URL, i can successfully login. But, i cannot figure out how to get access to TEAM CRM. I am logged in as the Admin account,…

Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

Getting an error message after moving to new server "Leave Site? Changes made may not be saved. Where do I fix this?

Hi I want to adjust stage and status to Read Only. I'm not sure where to set the settings because there aren't these 2 fields on the oppotunity page. Do you have any advice?

Hi, I want to assign a case to 2 persons, while selecting name under assigned to I am able to just select one name, kindly suggest me on this. Thank You.

The CRM search index service has not been run since 14/06/2023 13:35. Please verify that the index service is configured correctly.

Hi, Is it possible to replace the default restriction on duplicate email addresses with a validation prompt that would allow you to acknowledge you're creating a duplicate and proceed? Thanks.

My text on CRM is now visually smaller, how can I enlarge it again to what i was formally

how to enter de bold text in to text multiline

Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…