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  • Modifiying existing template in 2023 R2.1

    We have a user who just upgraded to 2023 R2.1 from 2017 R3. (Upgrade path: 2017R3 - 2019 - 2022 R2 - 2023R2 - 2023R2.1) With 2017 R3, it was possible to modify MS Word Template. With 2023 R2.1, user manual says that you have to delete the Template and…
  • Sage CRM reply to email with template deletes original email body / thread

    Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…
  • product_and_services_list

    Evening all I am updating the products and services list and when importing, after eliminating the minor errors I made, I am getting the following There was a problem with your import Oops! The following errors have occurred: Cell A33…
  • LEDES 1998B

    Disclaimer: I am not an accountant nor a bookkeeper - merely a lowly paralegal to a solo practitioner. I have been tasked with figuring this out, but I'm quickly hitting a wall and don't know where to turn. I submitted a "Case" for this, but the response…
  • Recurring entries

    I've just switched to the Cloud product from Sage 50. I used to run recurring entries for my regular bank account payments and receipts. Is there an equivalent in Sage Cloud or a workaround? Unfortunately my main bank doesn't connect for the automatic…
  • Help with manually importing bank transactions (not bank feed)

    I am about to import hundreds of bank transactions to my Nominal ledger using a Journal Import Template. (Audit Trail template) My question is what do I put in the Type column for the bank transactions? The BP will identify the debits in the expense…
  • Email Attachment - Change of file location

    We have recently moved our system onto Microsoft Sharepoint and in doing this it has bought up the error with emailing templates e.g. quote and PO's. This is because we have our T's&c'S attached when we email and the location of this is now on Sharepoint…
  • PO Comment Box - Is there a thing?

    I'm tasked with organizing my purchasing department. Right now they are putting comments such as: "confirm to email xxx@ ourcompanydomain . com " or "ready in september" random notes as line items under the items purchased. I'm not sure…
  • Sage 300 - Import items to populate quote

    I want to import items into an O/E quotation. I have attempted to export an existing "QTxxxxx" to use as a template, but I get an error message "Can't Append Table. Error: Too many fields defined." even when I limit the requested fields to those in…
  • Adding extenstion txt to exports

    Does anyone know why is X3 not exporting the txt file with an extension, what an annoying thing that has never been changed or updated in all this years.
  • Adding a Retail price to a product barcode label

    Hi, I need to add a retail price to our Product barcode template so we can print . Product & Services> Labels> Product Bar Code ... I've managed to adjust and add some details to the label but I can not find a way to create a Retail price appearing…
  • Intermittent Dropping of Distribution Instructions

    We have created a Financial Statements SAGE Intelligence Report Template that has default Distribution Instructions attached to it. For one particular user, it seems that these Distribution Instructions intermittently do not load with the template for…
  • Invoice templates

    Hi I have chosen the Invoice template Graphite (services). I expected to see form items such as Quantity, Price/rate, hours, discount etc on the form. These appear to be missing one saved and printed etc. The form only shows Description and amount so…
  • The eMail Object used by the Advanced E-mail Manager (Mail Manager)

    The Sage CRM E-mail Manager is a service that runs as a background process on the CRM server. Its job is to process inbound email ( and optionally to send automatic replies) according to predefined business rules defined a script file. These script files…
  • A round up of articles on the Mail Merge feature: The essential guide to sending emails in Sage CRM

    This short article provides a listing of the key articles that cover the use, configuration and customization of the internal email client within Sage CRM. Fields Available in Email Templates Fields Available to an E-mail Template for a Custom Entity…
  • How Mail Merge Works

    In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created. Mail Merge for Sage CRM takes place server side. I have discussed previously in the article …
  • Controlling E-mail Forward and Reply Translations

    Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails that have either been been created by the Sage CRM…
  • Advanced E-mail Management: Configuring the use of a Template

    In this article, I want to discuss how the Sage CRM Advanced E-mail Manager can be configured to use different functions within script templates to allow the processing of emails according to business requirements. In an earlier article " Advanced E…
  • Advanced E-mail Management: Creating a Template

    In this article, I want to discuss how new rule templates for the Sage CRM Advanced E-mail Manager can be created and which SDK resources are available to developers. I have written previously about the Advanced E-mail Manager and these articles are…
  • Starting a C# .NET Project without Using the Project Templates

    You do not need to use the Project Templates to start a new .NET Project. The steps below show how you can start a new Project using Microsoft Visual C# 2010 Express. You will easily be able to adapt this to Visual Studio 2012 or other IDEs able to…
  • Editing an Existing Microsoft Word Mail Merge Template in Sage CRM

    I blogged last week about Working with Microsoft Word Templates in Sage CRM and want now to expand on that subject a little further and talk about editing Word templates in Sage CRM. Sage CRM Administrators can edit existing Microsoft Word mail merge…
  • Document template error

    When I go to Administration > Email and Documents > Document Templates and then click on certain file names, I get the following error: "An unexpected event has occurred: EConvertError: Format '% ' invalid or incompatible with argument" This only happens…
  • 7.3a - Merge Template - Page break not working

    Trying out the new merge to PDF functionality in 7.3 (and have patch A installed in TST). The page break is not working. I've tried before and after page breaks. Doesn't work to PDF or Word <div style="margin-left: -75px; page-break-before: always;…
  • How to modify the quantities of a delivery and its movements of stock through code or import / export template

    I have a validated delivery to which I want to modify both the delivery quantities and the quantities of the stock movements made; I need to do it by code or template. Would anyone know what template to use or how could I develop it?
  • template for the CRM/operations (object ITN)

    Morning - question from our customer about templates for CRM/ operations: The customer needs an import template for the CRM/operations (object ITN) with material usage. Simple inserts without material usage can be created. However, afterwards the…