• CRM 2022 R1 Advanced FInd - Not Showing Preview SQL Button

    Good morning all, We are operating off Sage CRM 2022 R1 and the guide from https://help.sagecrm.com/on_premise/en/2022R1/Main%20Menu/Content/User/FI_UsingAdvancedFind.htm?Highlight=Advanced%20Find shows a Preview SQL button in Advanced Find but this…
  • Cannot see Team CRM when Logging into CRM on a Mobile Browser.

    Hello All. I have a client that has an external URL that points to their CRM installed on their local server. WHen i go to the URL, i can successfully login. But, i cannot figure out how to get access to TEAM CRM. I am logged in as the Admin account,…
  • ASSIGNED TO - SELECTING MORE THAN ONE NAME

    Hi, I want to assign a case to 2 persons, while selecting name under assigned to I am able to just select one name, kindly suggest me on this. Thank You.
  • Sage CRM index service

    The CRM search index service has not been run since 14/06/2023 13:35. Please verify that the index service is configured correctly.
  • default restriction on duplicate email addresses

    Hi, Is it possible to replace the default restriction on duplicate email addresses with a validation prompt that would allow you to acknowledge you're creating a duplicate and proceed? Thanks.
  • CRM text

    My text on CRM is now visually smaller, how can I enlarge it again to what i was formally
  • bold text

    how to enter de bold text in to text multiline
  • Azure Storage Account - File Share as CRM library using the UNC path `\\{somesharename}.file.core.windows.net\library\`

    We are using an Azure Storage Account, and a dedicate file share in a private subnet. You can connect using the UNC path to the store eg. \\{somesharename}.file.core.windows.net\library\ Using the Administration → E-mail and Documents → Documents & Reports…
  • SMTP Configuration error: SMTP: Cannot use AUTH LOGIN. This may be caused by authentication not being enabled on the MTA

    When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…
  • Sage CRM 2022 R2 - Screen background color gone on computer display??

    I am noticing on an install that I am working on when I move the screen from my laptop to a larger connected monitor, I loose all the background color on my screens. I have never noticed this occuring before. Has anyone else ever had this occur and if…
  • Top content of company A being showed in company B's record

    Our salespeople require multiple browser tabs to be open on a permanent basis showing various CRM screens, but this is causing an issue where the company top content appears on the wrong company record when certain steps are followed: 1. A browser tab…
  • Team Calendar in Dashboard

    Hi Is it possible to create a Dashboard Gadget that displays the team calendar? Thanks, Sara
  • Readonly Checkbox

    Hello everybody, today i have found a behavior that i don't understand. I have created a very small "Create Script" which only has the function to set a checkbox readonly if it is already checked: var bStatus = Values('comp_optout'); ReadOnly=(bStatus…
  • Transfer tracking notes from lead to opportunity

    Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…
  • Rectangle Pipeline Issue

    Hi we have an issue with the rectangle pipeline in that the stages shown in the tiles do not match the stages setup when clicking into one of the incorrectly label tiles it filters correctly to the stage that should be displayed but label in the…
  • ImpersonateLoggedOnUser failed error

    Hello, I have a scheduled task that execute the following JS script : var CRMUserName = "##username##"; var CRMPassword = "##password##"; var CRMInstance = "CRM"; var eWare = CRM = new ActiveXObject("eWare." + CRMInstance); eWare.FastLogon = 3;…
  • How to Generate Leads from self service website

    I understand the concept of automatically generating and updating leads. I am currently trying to add the Web To Lead page to the Sage 2021 R1 Self Service Website demo but. Can anyone help on how i can go about that?
  • Sage CRM - New 'Company' not showing in search

    I'm new to Sage CRM and would like some help. I've added a new Company to Sage CRM but when I do a 'Company' search it doesn't appear. However, it appears under a Person search. I double checked that I had entered the new record under 'Company' and…
  • Experiences with the gauge chart widget

    I want to use the gauge chart widget for visualization real revenue vs. plan revenue. Obviously the parameter for the upper limit only works with "sum" and "count". For Any other parameter "average,value,minimum etc.." the chart forming a sum. What's…
  • Mail Merge Error on Quotes

    Hi getting the following error when trying merge on quotes An unexpected event has occurred: EAccessViolation: Access violation at address 1A782506 in module 'eware.dll'. Read of address 00000000 Error comes up as soon and you click on the print…
  • Oauth configuration for importing contacts and emails from multiple domains 2023 R1

    Any solution or customization available to enable importing contacts and emails from multiple domains, some of the domains on O365 and some other domains on exchange server? Some customers have 5 different domains and need to use this functionality…
  • How to automatically add tax rate/VAT to a quote line item?

    Hi there, How would I go about auto-populating the tax rate/VAT rate for a product in a quotation based on the value from the new product entity? I have been advised to make this calculation in SQL Server (which I can do) but should I hide the VAT…
  • Edit Merged Document - CRM 2020 R2

    With the demise of Internet Explorer 11 next year are Sage going to sort out the functionality to be able to edit a merged document in Chrome or Edge? I would imagine a lot of CRM users will want this to work in supported browsers.
  • Leads screen not showing statistics as in training video

    Hi all, I am watching the Sage CRM training video. On the Leads screen, I see there are statistics for Average Time Open (days) Opened Today Opened This Week Opened This Month Video link: https://sageu.csod.com/lms/scorm/clientLMS/LMS3…
  • Editing Email Settings

    New install of SageCRM 2022 for Sage 100 2021. When I attempt to change the email settings it ask me to sign into the server sayiing the my connection to this site is not private. What ID and password as I suppose to use. Nothing works. Not the CRM log…