Browse By Tags

Hello, I'm trying to migrate a Client from 7.3 sp3 to 2021 R1 I've done the upgrade of 7.3 sp3 to 2018 R1 as the upgrade plan suggested. Once this upgrade completed, I've got an error about the CRM url rewriter not working properly but everything…

I am making a request for cases and it consistently fails. Using Postman I send the request http://[ server] /sdata/crmj/sagecrm2/-/Cases and I get the following response { "$diagnoses" : [ { "$severity" : "Error" , "$applicationCode…

Hi, We're using Sage CRM 7.3SP3 and Sage 300 2014. We have an issue where by if a Customer Name entered into Sage 300 is over 30 characters an error is thrown and won't allow the change or new entry into Sage CRM and vice versa. In CRM we get a SQL…

Hi, I have a brand new install of Sage CRM - 7.3 SP3.5 integrated with Sage 300 2017 PU1. I have the web screens running on this server. Just wondering if the Order Entry web screen is in place for replacing the Sage 300 portal screen. I know before…

Hello fellow partners, I have created a user view in Sage CRM on the company entity. I need a list of companies that do not have any future communications so we can follow up with them. I think the view works but it is very slow and to go from 1 page…

Hello, I've had a request to make it to where multiple users are able to be selected as a filter in the Opportunities tab. Is this something that can be done through customization? Or would i have to alter the code in order to make sure the queries…

On a 7.3 SP2.1 system. I have encountered a bug with keyword search. When navigating to keyword search, the URL retains all the Keys of the previous screen visited. For example if on an opportunity and click find->keyword search. On the keyword search…

Hi, I have created a lead and when try to click Add or Find this Company , it opens company screen but show not populate company name. why is that ? am i missing anything. Its a standard field and there was no customization. Please advise Thank…

Hi @all, in component scripts you can use the function TableExists(%Tablename%) which returns true, if the table exists in Custom_Tables. When I run this function with the name of a custom table (e.g. TableExists('My_Own_Table')), it returns false…

We just set up Mail Chimp integration for a client and the records are not synchronizing to Mail Chimp from the group. The error in the log is that the process requires http authentication and the password is invalid. Does anyone know what password it…

I used crm.ready in Custom Content of Quote summary to get value of Current logged in user. it works on my local machine test CRM (CRM verison CRM7.3 ) but does not work on clients server (CRM verison I am using is CRM7.3 sp1.2 ) crm.ready(function…

We are on 7.3a, I've installed the Mapping Tool and altered the MapsTab.asp to include the postcode on both lead and company tabs, but I still cant get the Company Map Tab to work correctly. When I click the tab the search box is empty, when I then click…

We are running Sage 7.3b and getting ready to use the Forecast functionality. However, we are confused as to why Opportunities that have already been Closed, Won, etc. show up in the Pipeline? Shouldn't the pipeline only display In Progress Opportunities…

Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…

As everyone aware that Sage CRM 7.3 has new and improved theme but if system is upgrading from Sage CRM 7.2 to Sage CRM 7.3 the older themes will still be present and still available and the new theme is just an option. so my question is, During installation…

Hello all, i am wondering how do i go about importing csv opportunities into CRM? Thanks!

Client is using Sage CRM 7.3 sp3 and Sage 300 2016. They have started entering Leads for their salespeople and then adding them as a Company but not promoting them to Sage 300 at this point. They are creating quotes for these companies which sets the…

Several fields have been added to the opportunity screen and populated with data. We have a survey Word doc that includes those fields but that data doesn't show. What would cause this to happen? Thanks for any and all advice. Dana

I am customizing the Company screen. When I try to move fields to a new row, "New Line" is not available. I see "Same Line" & a blank. I try to use the blank, update it, save it, but it always reverts back to Same Line. Looking at other screens in Lead…

Hi, We'd encountered quite a number of issues related to Integration after implemented at our client's server. Our technical team tested and found out that if the domain user being assigned to domain admin rights, he/she will have no issue accessing…

cCRM V7.3 / S300 V2014 / SQL 2008 R2 / Win 2008 R2 A couple of times a month the integration between CRM & Sage 300 stops working. We get the message (session could not be opened) with number (2147221230) I have checked the services and IIS and…

We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…

I'm installing our companies first instance of the SAGE CRM 7.3 product and plan to use the multi-server option with two web/application servers that will be connected to the database that is on a SQL server cluster. My question is does multi-server require…

I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…

We are running Sage 7.3b and getting ready to use the Forecast functionality. However, we are confused as to why Opportunities that have already been Closed, Won, etc. show up in the Pipeline? Shouldn't the pipeline only display In Progress Opportunities…