Sage CRM

Hi All, We building an integration between Sage CRM and an ESP and two features of this integration are the synchronisation of Group members and Wave Item members (also from a group, although the field returned from the API is ' Wait_TargetList ')between…

Hi there, I cannot find recent answers to this question but we are operating off CRM 2022 R1 and trying to create dynamic groups based on products purchased. The line items do not seem to be available from the new products or order entities for use…

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…

Hello, Pertaining to Mailchimp integration. Once a MC Campaign has been sent, we are able to see the results in CRM. From the results, we can create a New Group from contacts who Clicked the Mailchimp Campaign. When we create that new Group, here…

We have a requirement to create a static group in Sage CRM based on an external email list. I have worked out how I will get the person and company ids that I need to create the group. I am having an issue determining what all needs to be populated for…

I am trying to add a Create New Group Button to a custom entity Find Screen. Is this possible? I added the following script to the EntityFind.asp page. searchContainer.AddButton(CRM.Button("Create New Group","save.gif", CRM.Url(597))); The Create…

Hi all, I copied the vSearchListCompany view and created a new view with some additional fields from other tables. I did not want to modify the system view. I made the view accessible to groups. View was saved and I did a metadata refresh. When…

Hi, I'm working on an issue where the Create New Group button disappeared from the find person screen. I have successfully added the button back on the screen. The button calls a popup window allowing the Group to be named and saved as either dynamic…

Hello, We're having an issue when sending emails to groups where sometimes it will send a blank email to the same group, but from the logged in user's email address. The only link I can make is that the "New email" page defaults to a logged in user…

My groups tabs does not display anything, it only says File not Found, though I have access to groups. What could have been the issue?

Hello, In my opinion 2 features are missing in the groups: 1. The possibility to remove records from a static group: --> Does anyone has already developped this? Could this generate CRM issues if we create a button that make an SQL deletion ( or…

Hi Everyone, I would like to share a problem I identified with one of my customer. I have requested this issue for fix in the next patch release. In the meantime, this article serves as topic for discussion for current users facing similar issues…

Hello, we want to give our customer the possibility to update some custom company fields by the CRM mass update function. I've created a new view for CRM groups that contains our custom company fields. How can we add those new fields to the mass update…

Hi All, I hope someone can help me on this. I've been experienced a very tricky problem while creating group to start an E-markeing campaign. There is a group, whenever we try to send out an emarketing campaign, it failed with below error message "…

Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???

Hi Guys, The view i have created for company entity is not available as 'source view' while creating a group. Now to make issue difficult to troubleshoot, i have created same view in staging system and it's available when i create a group using company…

Hello Guys, I am having problem that when I see any group and try to click on any company name, it will open the information on the popup. But i want it to redicrect on the company "Summary" screen instead of opening in the popup. I just want similar…

Hi guys, Does anyone know how to manage several opt-out lists in SageCRM with the swiftpage integration (7.1sp1 or later)? With the integration we can click in the footer of the mail in order to be opted out of any emails. It means you won't receive…

Hi can i add button to main menu and sub button when click on it like shown in image i try to do this but System Act make it hard

Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

http://bit.ly/11SdL5a

Hi everyone, I'm looking to make a group from our outbound call list. One of our reasons for exclusion is 'snail mail contact only', so if we speak to a customer that only wants to be contacted by post, we can simply select that exclusion from the dropdown…

Hi, i have a problem exporting group data into an excel-file. i want sage crm to export all available information/columns into the file, but whenever i try, it drops most columns, besides salutation, first- and lastname and e-mail. I'm using the "export…

Is there a way to run communication/activity reports for particular Groups?