Sage CRM

Getting an error message after moving to new server "Leave Site? Changes made may not be saved. Where do I fix this?

Hi, When I want to change the Administrator -> System items configuration, I always get 401 error page, I tried to give all the folders administrator's premission but doesn't help, anybody know how to solve this? Thank you, Nesson

IS Sage Crm capable of MFA (multi factor Authentification) ? If not is it on the road map ? Thanks

Hi has anyone got any experience with getting CRM to work with cloudlfare? our IT company use cloudflare to making CRM accessible externally but we are getting an error with the dashboard (all other tomcat features seem to work ok) and also and issue…

I am setting up IIS auto login for a customer, but not all users are in the active directory. Is it possible to use the normal login with password in parallel? E.g. for an access from outside without vpn or for users which are not stored in the active…

Hello, Is it possible for the SID in SAGE CRM to be stored as a cookie instead of being stored in the URL? Kind regards Thilo

Hi All Has anyone seen this before (this is in CRM 2022 R2.1). User gets an error when going to the Opportunities tab under My CRM. They have view/edit/ins rights and the SQL log records select count(*) as fcount from vListOpportunity WITH (NOLOCK…

Hello, we are trying to use our Phone-Software (C4B) as CTI. The Problem: The CRM Auth. works with an SSID. Is it posible to change the auhtentification otherwise the Phonesoftware is not able to create a link? Kind Regards Thilo Lange

Sage CRM Self Service is an API that lets a customer integrates a corporate web site with Sage CRM. The API allows visitors to a customer's site log and access areas of the site that perform functions such as viewing account information, reporting problems…

Hi we have a few customers on 2022 R2 that have logged the following issue in that when they click into an opportunity record from the opportunity search screen results grid or the My CRM/Team CRM list and then click on the next button to go to the…

At one of our customers an error occurs during Excel export, no matter if group or report. These lines can be found in the log files. ERROR generating excel file. HTTP status:200 Message: A certificate is required to complete client authentication Feb…

I am currently trying to set up Password based SSO on sage via AAD. have you got any visual guide on that using the 'My apps secure sign-in extension' and any configuration on that. I would like it so that the users log into the extension with their…

We have a client that is moving to single sign on in their environment. They are going with onelogin.com. There appear to be a couple Sage products listed in their App catalog but Sage CRM is not one of them. Has anyone had any issues arise after a client…

Hello all, Im looking for some information on how one could implement SSO. Is there a way by using .NET I could write some custom login logic that would allow a user to login if they are already authenticated via a custom Authentication server. Thanks…

Help please! I have created a secondary entities with the Advanced Customization Wizard and the only users that can see the tab for the newly created secondary entity are System Admins. I am not sure where I went wrong. The entity is secondary to the…

Hi, The security profile is setup that the "assigned to" can view, edit and delete record but do not have access territory. This security is called on a custom ASP page in the Button definition. The security does not work as expected. I need to…

Hi, I was just wandering why Self Service users password are not encrypted in SelfService database ??? This should be a basic behaviour, shouldn't it ?

Has anyone ever experienced issues with territory security like we have? Here is the issue: 1) We set the comp_secterr on the company summary screen when we create a new company. 2) Our sales staff, who can see other companies in that territory, cannot…

Hi,, 1) I'd like to know how and where I could manage password rules apart from setting manually a password in clear the same way that I can do it for CRM regular users. 2) I also want to know if it is possible to have those selfservice users passwords…

Hi, First of all, I'm sorry if this subject is recurrent, but I can't find any responses about this question. I have a problem with the specificacions of my security profiles. It's an easy configuration: I have two profiles: tech and commercial. …

Hi, Is there a way to direct Security Rights in profile based on a Custom Variable apart from Created By, Assigned TO and territories. i have a variable of User Type ( like assigned to) called "Referred by". can i define View / edit rights on the…

When logging in to CRM, there is a notice in the address bar that the connection is not secure. So, would seem prudent to configure it to use HTTPS instead of HTTP. Assumption to do so would be to add an SSL certificate in IIS to be listed as a secure…