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  • Forum Thread: Autoresponse email not sending after upgrade to 6.2

    Hello, We recently upgraded from CRM 5.8 to 6.2 sp1 and the autoresponse to our incoming email mailbox stopped working. This is the config, I remade it all just in case but no luck there. ---This is in the system log when I restart the Email Manager service. May 24 2011 15:56:28.251 18664...
  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Reply: Re: Email not Saving as Communications

    Thank you for your response. I've had many testing with this communication thing and here's what I've found out. > An email sent to a company will be logged in the company’s communications. > An email sent to a company’s contact will be logged with the contact...
  • Forum Thread: Email not Saving as Communications

    When I try to log a communication (ie. Email out) referring to a specific company the communication does not get logged. For example: One sales is emailing about a company (quote/order/project/bid) to another person in the office. There’s no way to tie the email to the company. If I have...
  • Forum Thread: Sending Emails to CRM Users

    I wonder if anyone can help me out with this one. I can send emails quite happily to external contacts in our CRM system but when I try to send an email to any of our own users the email seems to disappear. It seems to send it but it doesn't get received. If I send the email via the 'Send...
  • Forum Thread: Scripts in E-mail recipient fields

    Hi Can you enter scripts into the e-mail recipient fields to return a user? I want to use the Send E-mail functionality in my Lead Workflow, whenever leads get re-assigned, to notify the relevant Territory Manager that leads have been reassigned to their Sales Consultants. To illustrate what...
  • Forum Thread: Removing duplicates on CRM 7.1 upgrade

    Hello! I'm performing test upgrade from CRM 6.2 to 7.1. When upgrade has been done, I checked email addresses in database and found that some emails have been deleted from database. I've looked in "Email_Duplicates.csv" file under "UpGradeLogs" folder and found that those...
  • Forum Thread: Customer Service - Email to Case

    Normal 0 false false false EN-US X-NONE X-NONE ...
  • Forum Thread: MS Exchange Software toy file inbound emails as communications from a Person if the email address is in SageCRM

    If anyone knows how to accomplish an integration with Exchange so that inbound (and outbound emails originated on Outlook through Exchange) could be automatically filed by Contact, that would be incredibly helpful. Ideally they would then show up as Communications......and be searchable by keyword...
  • Forum Thread: Escalation Rule Sending Multiple Emails

    I created my own view in the Opportunity Entity and then created a new escalation rule (not in a workflow). When the view is true, it shoots an email off to me. The escalation works fine, and my Notify interval (sec): is 120 in my escalation settings, so (roughly) every 2 minutes I get a barrage...
  • Forum Thread: Chart Duplication

    hi all, this chart give me duplicate data i cant solve it any help ???????????and the code shown var strSQL = "select count(mesh_membershipid) as 'mycount', 'Class 1000' as 'mytype' from membership where mesh_class=0 union select count(mesh_membershipid) as 'mycount'...
  • Forum Thread: Access base Field .NET

    I have the base screen in .net sage crm how can i access the field in the screen???????????? and give it caption or onchange or .....etc how r u Jeff??
  • Forum Thread: [question]It hasn't effect to sent a email by workflow in primary rule using Javascript condition

    sage7.0.c.1 Hi all, I want to sent a Email when I insert a new record into database。 For Example,if someone add a record and the value of a Field is 9(example:statu = 9),then atuo sent a Email to a user,how to achieve it? Dose it can be achieved by workflow? Thank all of you first!
  • Forum Thread: Change the user list to the related team users

    How can I change the list of users in the email screen some how each user just see his own team users not all the users. In fact I want to restrict the users not to be able to send email to any body which is not in their team I couldn't find any customize screen hyperlink on the email screen....
  • Forum Thread: Creating an Auto Email with Outlook to all Attendees of Meeting after Meeting Creation

    I'm confident this can be a wonderful work around if we can figure it out. Problem: I'm working with 2 separate CRMs. Salesperson Bob has CRM A integrated with their Outlook and Projectperson Jim has CRM B integrated with Outlook. Two CRMs can't be connected to one Outlook. Salesperson...
  • Forum Thread: Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Forum Thread: Automatic emails picking up different languages/footers depending on case type/pers_language

    Hello, We have just started to use the Case functionality, and are looking at the possibility of being able to send automatic emails from within the workflow to the customers. I can get this to work fine, but have been asked if it is possible to send the emails translated into the preferred language...
  • Forum Thread: CRM Workflow - Edit Email Before Sending

    Hi There, I am trying to develop a Company Workflow, of which the following is a part: Change some fields ---> Send an email ---> Change some more fields (this step may happen several days later) The email that is sent is a standard template, but it needs to be amended by the user prior to sending...
  • Forum Thread: Email to Lead

    Hi I am trying to automatically create a lead from an incoming email. The default js templates can very easily file the email as a new communication, but I want to modify this to file as a new lead rather. I know it can be done and if anyone has any samples or leads for me it would be greatly appreciated...
  • Forum Thread: Re email editor

    I need to format the spacing in my email signature. In the forum it was mentioned that we can do this using email editor. But I am not able to locate this button. Can anyone help me ? Thanks Sunil
  • Forum Thread: Filing emails in Outlook 2010

    HI, I have recently upgraded my computer and OS to windows 7 professional x64, and my office package to 2010. I was previously running 2007 and XPpro. When i filed emails from outlook into SAGECRM i had a field in the outlook inbox which showed a tick when the email had been filed....
  • Forum Thread: Escalations: Send e-mail to users using #fields# not working since upgrade to 7.1c

    Since the upgrade to 7.1c, e-mails from escalations & workflows are not being sent to #lead_assigneduserid#, #lead_createdby#, #lead_updatedby# etc. This seriously limits the funtionality of our SageCRM system. However, the e-mails ARE sent to #user_userid#, #cmli_comm_userid#, #oppo_assigneduserid#...
  • Forum Thread: Disturbing Problem URL REWRITE ERROR

    URL REWRITE ERROR each time when i see this error i am pray for the god to help me :( i tried all solutions here in community but not solved yet when i go to log file in setup directory for CRM i found this Line ERROR: Sdata URL not working. http://localhost/sdata/crmj/sagecrm...
  • Forum Thread: Filing E-mails and Creating a Communication

  • Forum Thread: Can't find restored entities by email

    Hi, I have the following problem. Some Companies have been deleted from our CRM (ver. 7.1d). I have restored (manually, in the database) companies and other entities belonging to them, e.g., Person, Email/Phone, Communications, etc.. Now it seems to be ok, but we can't find those companies by...