Sage CRM

Hi everyone, upon successful logging into the self service website, it redirects me to a blank webpage instead of the home page. Likewise, when I try to access the home page via the menu/address bar while I am logged in, I get redirected to a blank page…

Hello everyone, I am currently facing the error below when trying to access the Sage CRM self service demo site. It began to occur after I performed a minor edit in the MC_getcontent function. I have checked the License key details and have insured…

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?

I have a self service screen with existing validation scripts and want to add a validation script that makes sure that a new entry of the custom entity cannot be saved for the same visitor's company using the same date. I am trying to run an SQL query…

Hi Friends! We are working on upgrading an existing Sage CRM 7.1 to 7.3. We performed the initial upgrade for us and now we are going through all of our customizations to verify that they work and fix as needed. We are having trouble with our Customised…

Hi, A new customer of mine is making quite a bit of use of self service to allow their customers to choose meeting dates off a planner. This was done prior to coming to us. One thing they want to do is change the self service URL. At the moment, when…

Hi. We are looking into having our customers update some of their own contact information in SageCRM 7.3 using Self Service. I was wondering if anyone has accomplished this task using "blocks" with the EM (?) And if so, can someone provide else with…

When you install CRM you have the option to install Self-Service. What if the CRM install was done without selecting the Self-Service option but then later you want to install Self-Service. How can this be done? Is there a stand-alone install for this…

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 ?

Hi, we have setup a Self Service. any case created from there is created in the CRM, and the Case is linked with the Case Workflow. But I can find two issues : 1) the tracking tab does not show the Creation line (there is no CaseProgress record…

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, We are using Sage CRM i7.5 (which is the French 7.1.h) and are facing a compatibility issue with Internet Explorer METRO mode. It seems that Internet Explorer in METRO mode is not yet supported: File : MC_Global.js (line 261): //CC75 Pas…

Hi, I have read several articles and trawled through various Sage documentation on how to set up a self service site on a separate server but there is no instructions to be found. I am hoping someone can throw some light on this. It seems strangely…

It seems that Self Service portal is installed with the name CRMSelftServiceDemo by default and we dont get any option to set a different name. Portal will be exposed to customers and it wouldnt be ideal to call it CRMSelfServiceDemo. How does one go…

Does anyone know how to enable the Delete Button in Self Service. I tried doing DisplayButton(Button_Delete) = true; but that doesn't seem to work. I also tried creating my own delete button like this... censusListBlock.AddButton(BuildButton("delete…