• New to Sage CRM - Emmanuel Katto

    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
  • CRM- Notifications

    How do you print your notifications/alerts in the CRM system on a word document?
  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…
  • Assistance Needed with Adding and Restricting Access to a Field

    Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…
  • Server Down?

    Hi, anyone knows why am I receiving such messages when I click into my EDM's CTA (Call to action)? I tried using wifi and my 5G separately, displays the same message. Not sure if sage server is down. Please help
  • IIS Auto Login Fall Back

    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…
  • crm outlook plug in

    I am curious if anyone else has an issue with the CRM outlook plug in. Every time there is a CRM update, this feature is turned off/deleted. I usually can reinstall it but with the latest CRM update I am not able to. I have tried both the lite and standard…
  • Does CRM 2023.R1 have "Contact and Email Import" feature working for an on-premise Exchange 2019?

    This Sage City post regarding Outlook plugins and CRM 2022.R2: https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/sage-crm-2022-r2-ux-improvements---outlook-plugin-replacement---new-email-and-contact-import…
  • Chrome update causing prompts in CRM

    Hi We have had a couple of customers complaining that Chrome is keep prompting them to leave the site when they click on different tabs. I have tested this by upgrading Chrome to Version 113.0.5672.64 (Official Build) (64-bit) and then it I click on…
  • Sage CRM

    "Good afternoon, I would like to inquire about a problem I am experiencing when opening the quote display on the screen. I also want to attach an image of the error message that appears. Can you help me resolve this issue?"
  • Linking to an entity from outside CRM

    Is it possible to provide a link to a Sage CRM company and put that link in eg our intranet? Currently I can't just copy the URL as my session ID is contained in that URL. If I remove my session ID, it asks the user to log in even if they are already…
  • Sage CRM 2022 R1: Microsoft Password Based SSO for CRM

    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…
  • CRM opportunity workflow custon field increment

    Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou
  • Recording CRM Implementation

    Hi all I have seen lots of times that it is really important to record details about Sage CRM Implementations and have a plan on how things work but I cannot seem to find the guide on the partner documentation. Does anyone have any guidance on this…
  • Faulting application name: w3wp.exe. Faulting module name: eWare.dll

    We are getting this at a client. Each morning it happens & they can't log into CRM. Then after a few minutes, it starts working OK. Then it will intermittently happen during the day. This is a new server from a recent upgrade & been happening since go…
  • Form Launcher IIS Screen

    Morning, We have a customer using Sage CRM with form launching set up. This works without a problem but for one specific user, if they, as an example, go to Orders or Quotes within a company and click 'New', it takes them to the screen that generates…
  • Automatic Email Notifications

    Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…
  • Hide New Company / Person Buttons

    Hello, Is there any way on CRM to hide the 'New Company' and 'New Person' buttons on the right side of entering a new Lead? Highlighted in the image below:
  • Moving Blocks on CRM

    Hi All, On the 'New Company' screen on CRM, one of our customers have asked to be able to move the blocks to that the address block is at the bottom: How can we best achieve this? Kind Regards, Jamie
  • Group Mail Merge

    Hi We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this? The documents are visible on…
  • Workflow rule - validation based on opportunity creation date

    I need to validate an opportunity workflow rule based on the date the opportunity was created. For example the rule would only be valid if the creation date was before 03/10/2022. Can anyone advise how/if this can be done?
  • Sage CRM Opportunity Custom Content - Get current workflow ID

    I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…
  • How the System Health is actually extracted?

    Hi all, my CRM System Health is showing a lot of red as image attached. all the services required are running and the operation on the site is working perfectly. How the System Health is actually extracted? Because when customers see it have a lot of…
  • INTEGRATE SAGE 300 V 2022 WITH CRM (Error Code: Unauthorized, Error Message: Sage 300 WebApi Authentication error from invalid credentials)

    I have one sage 300 company on which it's API are currently used for other services. Now am trying to integrate it with sage CRM but I got Unauthorized error as invalid credentials. but it's api are working as per this image
  • Opportunities without order

    Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…