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  • Media: Sage CRM 7.2 Installation and Upgrade Guide

    How to install and upgrade Sage CRM. Latest document version number: IMP-UPG-ENG-720-1.0
  • Media: Sage CRM 7.2 User Guide

    A comprehensive guide for users on all standard Sage CRM features. Includes examples and step-by-step instructions. Latest document version number: USE-MAN-ENG-720-2.0 August 2014: Clarified, it's not possible to merge synced Company or People records on integrated systems.
  • Media: Sage CRM 7.2 Mobile Guide

    How to set up and work with Sage CRM Mobile Web. Includes iPhone and Android theme documentation. Latest document version number: IMP-WMG-ENG-720-1.0
  • Media: Sage CRM 7.2 Release Notes

    List of solved customer cases, known issues, workarounds, and supplementary information for the release. Latest document version number: SYS-REA-ENG-720-1.0
  • Media: Sage CRM 7.2 CTI Guide

    How to set up and work with Sage CRM’s CTI features. Latest document version number: IMP-CTI-ENG-720-1.0
  • Media: Sage CRM 7.2 Terminal Services and Citrix Support Guide

    October 2014: Added workaround for using the Outlook plugins on Terminal Services. May 2013: Clarified that using roaming profiles on Termnal Services has not been tested, and it is not supported. 7.2 Support Guide for installing Sage CRM in a Terminal Services or Citrix environment. Latest document...
  • Media: Sage CRM 7.2 System Administrator Guide

    A comprehensive guide for System Administrators on all aspects of set-up, maintenance and standard customization tasks. Includes examples and step-by-step instructions. March 2014: clarified the following: " If the Automatic Daylight Saving Time option is checked in on the server machine, then...
  • Media: Sage CRM 7.2 Self Service Guide

    An overview of Self Service set-up tasks and the sample self service web site. Latest document version number: IMP-SEL-ENG-720-1.0 Note : No change in content from 7.1.
  • Media: Sage CRM 7.2 Quick Start Guide

    Short guide for Users and System Administrators to get up and running - fast. Latest document version number: USE-QSG-ENG-720-1.0
  • Media: Sage CRM 7.2 Software Support Matrix

    Overview of supported software environments for the latest versions. Latest document version number: IMP-MAT-ENG-720-26.0 May 2015: Update 2880529 for Word 2010 causes corruption on Mail Merge templates in Sage CRM. April 2015: Microsoft Exchange 365 is supported on 32-bit and 64-bit. Classic Outlook...
  • Forum Thread: Issues after upgrading to 7.2 from 7.1

    We have a customer who needs to upgrade to 7.2 from 7.1. We ran the upgrade first on 2 test instances and both of them giving out same issues. 1. When a user clicks on Opportunities tab in MY CRM context or under a company context, the screen is all blank. Please see the below screenshot. 2. The...
  • Forum Reply: RE: Yammer Component

    Below are my thoughts/question about the Yammer Component. I think it's a Great start! I love that when in the context of the Company that it automatically adds the Topic/Hashtag #Sage CRM - Company Name. It would be great if it also did this for People and had a tab which would aggregate those...
  • Forum Reply: RE: License issue after upgrading 7.1 to 7.2

    Hi Omkar, We received the "can not create machine id" message when the servername value in the custom_sysparams table was set to ‘localhost’. Changing this value to the correct Server name got us to the next issue on the Manual Registration screen - text suggested to 'copy...
  • Forum Thread: Trial license key

    hi all please somone can give me license key Trial for Sage CRM 7.1 SP2 go to regestriy ---> eware---> config---->then license Please i want it immediately
  • Forum Thread: CRM7.2a1 Mail merge Problem

    Hi, We're currently customizing a mail merge document for our customer who's using CRM Version 7.2a patch 1. After we add in new merge document (HTML format) and edit the same attachment again in Administration -> E-mail and Documents -> Document Templates , and re-select the merged...
  • Forum Thread: Get Value in server side from client side ????

    Hi all, i have this case please help me when i change field value i want to get value from server (in onchange script of field i want to bring value from server side) i have field called unit ,when i select unit i want to bring value of another field in another table and put it in field any...
  • Forum Thread: ImpersonateLoggedOnUser2 failed 5

    OMG anybody have solution for this error or i am the first one how catch it :( this error happened when i move stage in WorkFlow
  • Forum Thread: Read only / Disabled Field change value ??????????

    hi all i tried to change readonly or disabled field value this what i do 1- i made Remaining amount Read Only and put onchange script on paid amount when change it will subtract the payment amount - paid amount and the result put it in readonly field (Remaining amount ) but it dosnt work I try hiddenField...
  • Forum Thread: add value to readonly fied ????

    Please answer how can i add value to read only field and put the value in read only field ??????????????
  • Forum Thread: alignment from Right to left ?????

    Jeff please i want your help Hi please i am face big problem i want to make the alignment from right to left please for Arabia purpose can i??? i tried to make this in IE -->encoding --->from Right to left the result in the picture
  • Forum Thread: Twitter 7.2 Component - 403 error

    Hi All, I downloaded and installed the new twitter component for 7.2 The component was installed on a fresh install of 7.2 alongside Facebook and Yammer Components Two issues I have come across 1) When viewing a twitter feed of a company or My Twitter for the 1 st time after logging in it says...
  • Forum Thread: Looking for service pack version 7.2a.1

    Martin Fry from Sage UK tech support says this service pack has been released, but I can't find it anywhere. Can someone direct me? The only thing I can see on the Partner Resource Center is straight 7.2.
  • Forum Thread: Printing Labels in Sage CRM v7.2

    Hi I have had a recent enquiry about printing labels in Sage CRM 7.2 with the new HTML templates. I have read an article on this before i'm sure but I can't for the life of me remember where. Any help would be gratefully appreciated. Thanks Peter
  • Media: Sage CRM 7.2 Mobile Feature Matrix (English)

    This document provides an overview of the Sage CRM Mobile range features, including working with Sage CRM on your mobile web browser, and working with Sage CRM mobile apps.
  • Forum Reply: RE: Outlook / Exchange sending notes on the appointment to external attendees

    Hi Rob, I have read the release notes of sagecrm 7.2b and I don't see any word about the meeting request problem (nor about office 2013). Will you update the support matrix? As you said it is supposed to be resolved in this patch. Darren's experience sound's different. Darren, your...