Sage CRM

Hi All, I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…

Hello folks, We are having a weird phenomenon on some of our computers: CRMClientSetup.exe, after having been downloaded through the user's profile, just doesn't start. Not only on the user's computer but also on any other computer. I'm assuming therefore…

Dear Colleagues, The CRM edition I am using is 7.3 patch a I have problem installing the outlook integration on Office 2013 32bit edition the setup is not working because the .net version installed on the machine is 4.6, the machine operating system…

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…

A customer of mine is using CRM v7.1fS. They have Outlook 2007. They have Exchange integration enabled. I didn't realise this but when filing an email using the Exchange lite plugin, the email is marked as being filed by the Categories field in Outlook…

Does anyone out there have a list of questions you give your customer, which lets you know how you should set up the Outlook integration with Sage CRM for that implementation?

Hi all I have swictched on outlook integration and it all works fine; whilst most of the users want this facility, some only want to be able to run the plugin to file mails, not the actual synchronisation. Is that possible? Thanks Bea

Hi How can i do this in .net SDK i try but not work

I'm wondering if anyone has either created a work-around solution or has a better method for the following: We have several clients who use the Outlook integration to save emails as communications. These emails save perfectly and can be seen on Communications…