Sage CRM

Hello! I've recently started in a position and I'm trying to get the CRM customized to a place where it's mostly functional for our needs. One thing I need is to add a field that can have text added to it (unlimited characters as this will be a list…

Hi, We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…

Hi All, I got a request from a customer to add the Accpac Customer Number filed (IdCust) to the company list that appears when you click on the company lookup button in the "File email" in Outlook (Outlook classic plugin client). ( see attached .zip…

Hi , I am changing the update screen of compnay to have the ability when adding a company to display the list of customers from another system and save the ID from the other system in the record of the company so that mapping of data in future will…

Hi Folks, We are currently using ACT 2012 and I am having an issue migrating one user's data to another user. Now, we set up a custom field (Account Rep) that our users use to designate which contacts are theirs. We had a user leave and we would like…

When trying to mass email a group created from our "leads" by going to the group we've created and selecting "New Email" we are not given the correct fields from the "Choose Field to insert into the E-Mail" drop down menu. The only options we are given…