Sage CRM

Has anyone had an issue with Sage CRM being slow when creating or opening quotes? It's taking about 20s to load the quote creation page.

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?

We are facing an issue with inconsistent date formats between CRM quotations and orders. Has anyone else encountered this problem before?

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…

Is there a way to print out the a workflow flow chart without having to just print the screen?

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

Hi, after choosing a group I like to create a new task for the group list. For this new task, I want to attach an attachment. But how?? But there is no button (AdAttachment). Cheers Hardy

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Hello! Our organization is using Sage CRM 2021 R1. I've developed a custom list named CustomDistinctCommAction. I'm seeking guidance on how to display the content of this list within the Detail box panel on the Company Summary Screen. Is there…

Hello. I have 3 Custom entities, 1 parent and 2 child entities. I want to display the Parent entity name in the top content area of the child entity. I knew in old versions it was done using Custom Jump option in the Hyperlink field. but in 2022 version…

When I use a 'Create Script' on a field in a screen I can set a number of variables: Hidden (eg. Hidden=true;) AllowBlank (eg. AllowBlank=false;) DefaultValue (eg. DefaultValue="Active";) Or even functions: eg. RemoveLookUp("Inactive"…

Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…

My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…

How do you print your notifications/alerts in the CRM system on a word document?

with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage

We use the Sage CRM Rest API (sdata) to view and administrate companies, persons, email addresses and phone numbers. GET's work fine, but when we issue one of the other methods, eg. DELETE, an error occurs on the server. Also responses get very slow.…

We have a customer using an version of Sage CRM that is no longer in support. Version 7.2 They have noticed the following message in relation to the Key Word Search. The message remains and no one is able to use the search function. We looked…

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

We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?

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 we submit a series of GET-requests to the SageCRM Rest API, the first request takes up a great amount of time: at least 500 ms. Using the SQL Server Profiler I discovered that (at the first GET-request) there are two SQL Select statements executed…

Any request on the SageCRM Rest API gets redirected on the application server by IIS from "{server}/sdata/{installName}j/sagecrm2/-/{resource}" to "localhost:{port}/{installName}j/sagecrm2/-/{resource}". When returning from this request the respons contains…

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…