Sage CRM

Hi all, I wanted to mass delete all company because it is duplicated after import from sage, and would like to start a new. but I do not want to replace with a new database because of the other valuable data such as users, workflows etc. I just want…

Having successfully linked my email account in CRM I get a view onto my mailbox for filing emails that looks good. However when I try to file an email it says it has imported 1 email but then gives an on-screen error, " The resource cannot be procesed…

New to Sage CRM. A: Have excel sheets of donors with first and last name and email and many more fields but can hold off on that- what is the quickest way to import the data- can you provide an excel template for fields and code. Cheers Jen

I am trying to import ACH template that has leading zeros in the routing numbers that keep getting dropped off when I convert the excel to a csv. Additionally, very large numbers are condensing to scientific notation with the wrong values when in csv…

HI I want to change a group of companies from one account manager to another. How do I go about it for a large number of accounts? Thanks

I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed? The…

Does anyone know the meanings of the integer values in the cmli_status field of the Comm_Link table? Or if there is a data dictionary for Sage CRM available? We have to do a data migration project and need to understand the significance of this field…

Export all data from CRM to Excel. I have full admin rights, I believe, but do not see the option to export. I have found some strings that say where this should be and I don't see this option where it is supposed to me. Does this have anything to…

Hi All, I am new to coding for Sage CRM and trying to learn the correct syntax/methodologies we can use while coding for SQL Stored Procedures/Scripts to perform DML Statements in Sage CRM. In case anyone has the experience, can you please share a…

Hello all, i am wondering how do i go about importing csv opportunities into CRM? Thanks!

I want to remove an opportunity or a lead from "My CRM" to another business development person. How can I accomplish this?

Hi I am trying to help a client do a mass update of the country field in CRM base on STATE and PC information. I found this link https://community.sagecrm.com/user_community/f/84/t/12031.aspx Which was very useful but I must have missed something…

I'm querying data for phone numbers belonging to Persons in CRM. I'm linking the Phone and PhoneLink tables by PhoneID, and have a couple of questions: 1. The way I understand it is, if the Phon_Deleted field is anything but NULL, the phone number…

Trying to import about 15 contacts in an Excel file as a test using the CRM import function as I have a lot of contacts to import. Got all the fields mapped, run the import and then it skips all the lines. The error I am getting is: "Error Invalid…

I would like to run a report showing sales history by customer using parameters that are assigned through CRM, not AR module in Sage100. Does anyone know if this capability exists? I would imagine it would be pulled through CRM, but cannot locate the…

Hi, I have an excel file with multiple persons (FirstName, LastName and TitleCode) on the same excel record. The import complains: Error Blank Person Details - could not add - Required Field(s) blank What additional field is import looking for?…