Sage CRM

Hi all, I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user. However, Siang still not able to find/access this company or view the lead related to this company even though the…

Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…

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.

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…

When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…

Hello, I have a scheduled task that execute the following JS script : var CRMUserName = "##username##"; var CRMPassword = "##password##"; var CRMInstance = "CRM"; var eWare = CRM = new ActiveXObject("eWare." + CRMInstance); eWare.FastLogon = 3;…

Hello, we are trying to use our Phone-Software (C4B) as CTI. The Problem: The CRM Auth. works with an SSID. Is it posible to change the auhtentification otherwise the Phonesoftware is not able to create a link? Kind Regards Thilo Lange

Hello, I am trying to create a new case using the REST API, and I want to connect a particular workflow to it. Simply setting Case_WorkflowID to the suspected workflow id doesn't seem to work. Do I have to create a new workflow instance? If so, how…

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?

Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers. After…

At one of our customers an error occurs during Excel export, no matter if group or report. These lines can be found in the log files. ERROR generating excel file. HTTP status:200 Message: A certificate is required to complete client authentication Feb…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

Hello ALL I want to change the agenda or task list in Calendar tab to show default list when user login how can I change or edit the agenda or Tasks list in Sage CRM

Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.

When logging in to CRM, there is a notice in the address bar that the connection is not secure. So, would seem prudent to configure it to use HTTPS instead of HTTP. Assumption to do so would be to add an SSL certificate in IIS to be listed as a secure…

We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

Has anyone ever experienced issues with territory security like we have? Here is the issue: 1) We set the comp_secterr on the company summary screen when we create a new company. 2) Our sales staff, who can see other companies in that territory, cannot…