Browse By Tags

  • Blog Post: Talking About Customers ? Focusing squarely on customers is more like it ...

    Here in the UK, the global downturn has brought the challenges of business failure into the everyday media. Nowhere has this downturn been more apparent than among small and mid-sized businesses (SMBs) - Sage UK's traditional heartland. Smaller businesses have seen a slowing customer demand &...
  • Blog Post: The Journal Table

    I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted. Nevertheless there are a few tables in the Sage CRM database that whose purpose maybe obscure to...
  • Media: e-txt Sage Alerts Wizard - Business Alerts by SMS or email

    The e-txt Sage Alerts Wizard is priced from just £700 and allows management by exception since Alerts by email or SMS can be configured quickly and easily to be triggered by any change or absense of expected change to the database in Sage CRM. Critically Alerts can just as easily be triggered...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • Wiki Page: 492-16076 - Exchange, file email when contact not in CRM

    Summary: An issue may occur in versions 7.1 and 7.2 of Sage CRM whereby a JavaScript error appears when attempting to file an email from a contact that does not exist in CRM. This issue will only occur in instances of Sage CRM that are integrated with Sage 200. Symptoms: The issue can be reproduced when...
  • Wiki Page: 536-17010 - Sage 200 CRM: Editing a Person's phone number may update an unrelated Account's phone

    Summary: An issue may arise when editing phone numbers in an integrated copy of Sage CRM with Sage 200. The issue may result in the wrong phone number being updated through the interface, and will only be observed when the SuppressAccounts entry on Custom_Sysparams is set to "Y". Symptoms:...
  • Wiki Page: 632-17344 - Opportunity Quote Totals Not Updated When Using the Sage 200 Form-Launched Quote

    Summary: A user creates a new opportunity in CRM on a company that is linked to a Sage 200 ERP. Symptoms: From the Quotes tab on the Opportunity, the user creates a Quote using the CRM form option. Note that on the Opportunity Summary tab at the bottom, the ‘Total Quote Value’ has been updated...
  • Wiki Page: 632-17394 - Data Upload incorrectly creates address links

    Summary: Using a Sage CRM system integrated with Sage 200, perform a data upload for the company entity. Go into the database and search for a company that was uploaded. Using the company ID, check that an account record was created. Now check the address_link table. You will see that two links have...
  • Wiki Page: 536-17654 - Access violation error when creating new company with Sage 200 integrated system

    Summary: On a Sage 200 integrated Sage CRM system when a user tries to create a new company, the following error message appears on screen: An unexpected event has occurred: EAccessViolation: Access violation at address 1A005D55 in module 'eware.dll'. Read of address 00000056 Resolution: This...
  • Wiki Page: 632-17775 - Failed to import bean definition when accessing Interactive Dashboard

    Summary: After upgrading Sage CRM 7.2 to version 7.3 that is integrated with Sage 200 there is an issue with the Interactive Dashboard. Symptoms: The following error message is displayed: Resolution: To upgrade to Sage CRM 7.3a. Status: This issue is not reproducible in Sage CRM 7.3a. More information...
  • Wiki Page: 492-17974 - QuoteTotals TLS Causes poor SQL Performance

    Summary: Database locking or blocking issues may be seen in copies of Sage CRM integrated with Sage 200. these issues may be caused by the Quote Totals tabel level script on the Quotes entity. The issue can be resolved by amending the tbale level script. Symptoms: The issue may arise when synchronising...
  • Wiki Page: 687-17986 - Add or Find company popup for a new lead does automatically fill the form fields for a Sage 200 integration

    Summary: In a Sage 200 integrated system when you create a new lead then use the option to 'Add or Find this Company' the popup screen will not contain the relevant data from the parent window, the form fields will be blank: Symptoms: The popup that appears when you use the 'Add of Find this...
  • Wiki Page: 687-18004 - Cmli_Comm_Accountid field does not populate in a Sage 200 integrated system

    Summary: In a Sage 200 integrated CRM system the cmli_comm_accountid field does not populate after you have created a new communication. For example if you create a new communication under an existing integrated company then check the Communication and Comm_Link tables. You will note that the cmli_comm_accountid...
  • Forum Thread: Dispatch partial order form CRM and update sage 200

    I hope someone can help me out with small development issue. I am sending orders from Sage CRM to Sage 200. E.g order number 001 has 2 lines items each with quantity 10. What I am looking to do is dispatch only 5 items out of 10 ( ofline item 1 ) from order 001. I have created a small form which...
  • Forum Reply: RE: Error when referencing external DLL

    To rule out it being DLL specific I tried the same thing with the AMS.Profile.dll and a simple test method and had the same issue. However when I tried it with a Sage 200 dll it seemed to work correctly. I'm wondering if it's something to do with the .Net framework which they are targeting...
  • Forum Reply: RE: Error when referencing external DLL

    Hi Toby, Here are the relevant parts of the log file: Feb 4 2016 14:30:22.436 8104 5284 5 Set WebPage object reference. Feb 4 2016 14:30:22.437 8104 5284 5 Loading CRM Interfaces: Feb 4 2016 14:30:22.437 8104 5284 5 LOADING MAIN INTERFACES Feb 4 2016 14:30:22.439 8104 5284 5 Got assembly: DocusignTest...
  • Forum Thread: Error when referencing external DLL

    Hi, I am attempting to create a new page in CRM using a custom .Net dll which will allow our users to hook into the Docusign API. When I attempt to send the document to the API I the dll throws an exception stating that 'Could not load file or assembly 'DocuSign.eSign, Version=0.0.0.0, Culture...
  • Forum Reply: RE: Error when referencing external DLL

    I have found a work around for my issue. The way I did this was to install the dll to the GAC (Global Assembly Cache). To do this I used the developer command prompt which can be found in your 'Visual Studio Tools' folder from your programs menu. Using the command below you should be able to...
  • Forum Thread: sage CRM line item discount

    Hi, when i apply line item discount on each item of Order (OrIt_discountsum) in CRM , it looks ok but as soon as i edit order summary , or sync order with sage 200. Once order is linked it wipes line discount form orders and sets OrIt_discountsum=0. why is that and how can i fix it ?? Thanks
  • Media: SEI Sage CRM Templates Installation Guide

    The guide explains how to configure the Sage Enterprise Intelligence (SEI) data source environment for Sage CRM, and how to import the Sage CRM templates into SEI. Revision: SEI_DST-ENG-72-1.0 Updated: May 2016
  • Blog Post: Explaining the architecture of the Sage CRM Connector for Sage 200 (Part 1 of 4)

    This is the first of a new series of articles in which I want to explore different aspects of the integration between Sage CRM and Sage 200. Over the last few weeks we've been posting new videos about the integration onto the community. These different videos explain the benefits provided by the...
  • Blog Post: Explaining the architecture of the Sage CRM Connector for Sage 200 (Part 2 of 4)

    This is the second article in the a new series of articles which aims to explain the architecture of the Sage CRM Connector for Sage 200. As part of this article I want to consider the different ways in which the connector can be set up. There is a slightly different install procedure if you are...
  • Blog Post: Explaining the architecture of the Sage CRM Connector for Sage 200 (Part 3 of 4)

    This is the third article in a new series of articles which aims to explain the architecture of the Sage CRM Connector for Sage 200. I mentioned in my first article that the integration is loosely coupled. The integration is dependent on the APIs and not necessarily on the features of a specific version...
  • Blog Post: Explaining the architecture of the Sage CRM Connector for Sage 200 (Part 4 of 4)

    This is the third article in a new series of articles which aims to explain the architecture of the Sage CRM Connector for Sage 200. We have discussed previously how the Sage 200 proxy objects that are accessed by the Sage CRM Connector for Sage 200 may be complex. We know that the Sage 200...