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…
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…
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.
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…
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…
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…
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…
Hi all,
I am building a custom asp page to run in CRM but when i open the page on the application I get the following error :
Class: CRMWrapper - Method: ExecWebPageNew - Error: The module was expected to contain an assembly manifest. (Exception from…
This pop up happens after every action. If you click cancel you get a spinning wheel. The changes seem to save if you click leave but it is a huge nuisance.
So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select *
when i really only need a few fields.
I want to use FindRecord…
Information about software patches on the Sage CRM Help Center
We’ve added information about all the available software patches to the Sage CRM Help Center . For each supported maintenance release, there will be one or more patches that address specific…
Hi.
I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent".
I can default all actions to this selection, however…
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…
Hello
We are planning to upgrade the SAGE application server running on Windows Server 2012R2 Datacentre operating system, hosting the following SAGE software's.
Sage 300 Intelligence Reporting 2017 Workstation
6.4.7601.0009
…
Sage CRM 2023 R2 was released to the regions today Friday, 29th September 2023. The software has passed its QA process and has been issued as 'GA' to each Sage team globally. Each Sage region is responsible for scheduling the release of the software in…
The local Sage teams and integration partners should have completed their integration testing today Monday, 18th September 2023. We are on target for the release of Sage CRM 2022 R2 to the Sage regions on Friday 29th September 2023.
Note : The exact…
Running a business in 2023 is hard, and 2024 could be a challenging year. The world is ever-changing, and many business owners feel anxious and stressed. Sage CRM, especially when integrated with Sage accounting products, is a vital tool for thousands…
Sage CRM is a popular customer relationship management (CRM) software solution that helps businesses of all sizes manage their customer interactions, sales pipeline, and marketing campaigns. If you're interested in developing your Sage CRM skills, we…
We recently had a case where the BP was getting a IRL Rewriter error upon installation upgrade of CRM 2023. They would login to CRM and get the interactive dashboard not loading. Suddenly after the Apache Tomcat Service would stop and therefore all Mail…
Hi all,
I am trying to remove the Person information from the New company screen. I have the following code : $('#StandardForm > table:first > tbody >tr:eq(11)').hide(); and this hides it but because the Fullname is required it refuses to let me submit…
Empower yourself with Sage CRM expertise, streamline your operations, and take control of your customer relationship management journey. Elevate your skills with us today!
We are pleased to announce the rebranded and improved Getting Started course…
How can I change the code for a product I HAVE CREATED ON THE PRICES PER PRICLIST? Invalid Selection code. Code needs to be valid number. (Prices per Pricelist)
i created the list with a code but the code is invalid.
you can see that the code…
