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  • Sage CRM: Error occurs with Rest API (sdata) DELETE request when Table Script is present

    We use the Sage CRM Rest API (sdata) to view and administrate companies, persons, email addresses and phone numbers. GET's work fine, but when we issue one of the other methods, eg. DELETE, an error occurs on the server. Also responses get very slow.…
  • Advisory: From Sage CRM 2024 R2, only the Contemporary Theme will be supported.

    The use of themes other than the Contemporary theme will deprecated in Sage CRM 2024 R1, and support for other themes will be dropped from Sage CRM 2024 R2. In Sage CRM, themes refer to the visual appearance and layout of the user interface. Themes…
  • Just Released in North America: Sage CRM patches addressing vulnerabilities now available for 2021 R2, 2022 R2, 2023 R2

    Three Patches for Sage CRM are now available and have been distributed to the Sage Regions. Sage CRM 2021 R2.5 Sage CRM 2022 R2.4 Sage CRM 2023 R2.2 These patches resolve a few internal issues and provide a new system feature to control of…
  • Advisory: Sage CRM patches addressing vulnerabilities now available for 2021 R2, 2022 R2, 2023 R2

    Three Patches for Sage CRM are now available and have been distributed to the Sage Regions. Sage CRM 2021 R2.5 Sage CRM 2022 R2.4 Sage CRM 2023 R2.2 These patches resolve a few internal issues and provide a new system feature to control of…
  • Sage CRM- Version 7.2- Search Index is currently being updated

    We have a customer using an version of Sage CRM that is no longer in support. Version 7.2 They have noticed the following message in relation to the Key Word Search. The message remains and no one is able to use the search function. We looked…
  • Adobe Dreamweaver

    Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?
  • How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    Hi all, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…
  • Filter by date dashboard

    We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?
  • Translations, Language, and Captions in Sage CRM - A round up of articles

    This page contains links to articles and guides that explain how to manage translations, languages, and captions in Sage CRM for system administrators and developers. Sage CRM has built-in translations for English, French, Spanish, and German. You can…
  • Sage CRM 2024 and Beyond

    This article provides a sneak preview of the key features and enhancements in development for Sage CRM 2024 R1. It also highlights the roadmap for the upcoming years, giving you a glimpse of the direction of the product. What's coming in Sage CRM 2024…
  • Advisory: Sage CRM Announces New Chatbot for Improved User Support

    Sage has launched a new chatbot on its documentation and help website for Sage CRM. The new chatbot, which is still in Beta, is called Sage CRM Ally. Sage CRM Ally is powered by generative AI and has access to all documentation of currently supported…
  • Advisory: Sage CRM patches addressing vulnerabilities now available for 2021 R2 and 2022 R2

    The Patches for Sage CRM are now available and have been distributed to the Sage Regions. Sage CRM 2021 R2.4 Sage CRM 2022 R2.3 Sage CRM contained several vulnerabilities discovered during penetration testing. Note : Customers on either 2021…
  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • Sage CRM 2023 R2: Public Roadmap Updated

    The Sage CRM Roadmap has been updated for Sage CRM 2023 R2 onwards. This is available at https://my.sage.co.uk/public/help.aspx#/roadmap/sage-crm This roadmap is indicative and is subject to change and all dates are estimates. Items may be delayed…
  • CRM 2022 R2.2 Exchange 365 integration failure to Import Emails after changing password

    Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…
  • SageCRM Rest API - what happens when Tomcat-session is created?

    When we submit a series of GET-requests to the SageCRM Rest API, the first request takes up a great amount of time: at least 500 ms. Using the SQL Server Profiler I discovered that (at the first GET-request) there are two SQL Select statements executed…
  • SageCRM Rest API - wrong path in tomcat Cookie

    Any request on the SageCRM Rest API gets redirected on the application server by IIS from "{server}/sdata/{installName}j/sagecrm2/-/{resource}" to "localhost:{port}/{installName}j/sagecrm2/-/{resource}". When returning from this request the respons contains…
  • Creating Group With Checkbox Field In Search Criteria

    Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
  • Created field not shown

    I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?
  • Sage CRM 2023 R2 launches in UK and Ireland!

    We’re delighted to let you know that the release of Sage CRM 2023 R2 is now available to Sage UK and Ireland partners and their customers. What's New in Sage CRM 2023 R2? User Improvements The extension of the Company Narrative Summary into multiple…
  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • 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.
  • Unable to access PO Sage CRM R1 2023

    Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…
  • Unable to access PO Sage CRM R1 2023

    Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…
  • Advisory: Sage CRM 2023 R2.1 patch now available for 2023 R2

    We released today, 15th November 2023, a patch for Sage CRM 2023 R2 that addresses 9 customer issue not fixed in the release. Note : Customers on either 2023 R1 or 2023 R2 can apply the patch. A direct upgrade from 2023 R1 to Sage CRM 2023 R2.1 is supported…