Sage CRM

Is it possible with the RESTFul API in Sage CRM to search for a user ID by the email address? I have tried both of the below but neither work: swr-apps/.../vusers(user_emailaddress eq '[email protected]') swr-apps/.../user(user_emailaddress eq 'josh@email…

I am trying to build an integration into Sage CRM which is require me to be able to search for both person and company records using a phone number. I can't see a clear way of doing this from the API reference. Can anyone advise how I would do this?

Does Sage CRM Integrates with Sage Business Cloud Accounting?

Hi everyone, I was wondering if it’s possible to use Sage Report Designer for reports, layouts, or labels within Sage CRM? Just curious to know if this integration is available. Thanks in advance

We have Sage CRM 2023 R2.1 and under Email Server Management Options I have a connection set up to a Microsoft 365 mailbox using Oauth 2.0. When setting this up following the guide on the Sage website it works fine, but after 90 days it stops working…

Hi, With many customers using MS Teams, can the option to create a Teams Meeting from a Sage CRM Appointment be enabled, so that when users create an appointment in Sage CRM, then they don't have to go to their Outlook Calendar to manually convert the…

Hello Everyone, I am Emmanuel Katto from Uganda. I am New to Sage CRM. and need tutorials on how it works. Can you please share the links from where can I start? Thanks! Emmanuel Katto

Hello everyone, Since our Windows update on our Sage CRM server and the Windows update on our local Microsoft Exchange server, we do receive the following error message in the mail manager log: Logon failure: unknown user name or bad password We…

Hi I hope someone can clarify some questions about import emails functionality. In 2024 R1 this issue is fixed: But when you try configure the email import functionality, you are prompted to use a secure URL Https. To use the selected feature…

Is there a mobile app for the Sage CRM? Do not like using through a browser as it i very limited. Would be really handy if there was a mobile app.

Hi Community I’m posting on behalf of a developer who is currently using the Sage CRM API to link CRM opportunities to an external app. We are looking for a more efficient method to fetch all opportunities linked to companies classified as “customers…

Hi Sage CRM Community, I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…

Hi I've read what available information there is for integrating Web Services using PHP but am having problem getting started. I'm not using nuSoap but the standard Soap features of PHP7. I can successfully connect, log on and acquire __getFuntions…

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…

When calling localhost/.../SOAP from an external development piece is the time out for the call controlled/set in the calling app or in the webservice/SOAP or CRM ? App -> SOAP/Webservice -> CRM The reason being this message is recorded sometimes :…

We have just received the following email from Microsoft, will this affect the Sage CRM Exchange sync? We are announcing the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. When this will happen…

Team, We running Sage CRM 2023 R1, I create a new database connection to our ERP 2021 database, then create a new table connection using this database connection, everything is perfect, however when I try to create second table connection using the…

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…

Having upgraded one of my test environment to Sage CRM 2023 R2.1 I'm receiving the following error message on the Import Emails screen Parsing OData Select and Expand failed: Could not find a property named 'sender' on type 'microsoft.graph.mailFolder…

We're using the Outlook plugin Lite with Sage CRM 2022 R1 te file e-mails from Outlook 2019 32-bit. This does not work. At first we get this screen on which the targets are not populated although the e-mail address exists in Sage CRM: On clicking…

Hi is there a solution that is able to perform any of the following : Applications or connectors that specialize in integrating CRM systems with social media. These apps can provide features such as social media monitoring, lead generation, and…

Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?

Hi do you know if it is possible to connect CRM to txt messaging service for sending out txt updates to customers Thank you

Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…

When a group fails to send to MailChimp due to issues with emails, an error group is created. At what point is this to be received into the Group list and do you need specific permissions to see this group or notification? A member of our marketing team…