Sage CRM

Hello, We have a customer that is experiencing the below error message when trying to 'File' emails through the Sage CRM Outlook plugin (Lite) and wondered if anyone has seen this before / has any suggestions? It only impacts one user, others are…

Hi, When filing emails in Outlook, the popup window is too small to properly display buttons. Is there any way to resize this window? Please see attached image file for the sample screenshot. Thanks a lot!

Hi, I'm looking to be able to file emails using the CRM Outlook Plugin against Leads, I understand that there has been a workaround available in previous versions - See Link: https://community.sagecrm.com/user_community/b/sage_crm_news/archive/2010…

Hello Everyone, I am new to applying structure to my sales process and I really hope that Sage CRM is the tool that works for me! My sales process is simple: I conduct workshops and collect business cards from the attendees (these are my Leads); I then…

Hello everyone. Could everyone tell me how to custom workflow to send a confirmation mail to person after create a case ? I'm new to sage CRM. Please guide me some on it. Best Regards, /Sokheng

I am getting an error when I try to File an email inot CRM from Outlook. Everything works fine if I just click on "File e-mail" and then on the "File email" button, hoever if I try to modify the "File e-mail(s) against the following taget(s)" I am getting…