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  • 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: Innovation in business - making CRM work even better

    Since I last wrote, the idea of creativity in business has been swirling around in my mind. The current economic conditions are driving our customers to think more about WHAT they sell - what are the top products, what else could we sell to existing customers, etc. Trouble is, that thinking really...
  • Forum Thread: Workflow progress for custom entity adding progress twice

    I have created a custom entity in CRM 6.2, enabled and created workflow. every thing is working fine. The only issue i am getting is workflow progress tracking. when i press first rule button it adds 2 tracking records. Like rule button is "Assign to team member" and i display field for...
  • Forum Reply: Re: Reports to include Relationship Information?

    I have taken a look at your suggestion, and I think I’m going in the right direction, but the information you presented aren’t quite the columns I’m looking for. For our Relationships, we don’t use parent or child, so all of our relationships will always be siblings....
  • Forum Thread: Making a Field Display Information Based on a Field Pulling MAS Information

    I have a field called comp_mas_salespersonno and it takes a field from MAS and displays the number value of the salesperson. For example, searching for a company in CRM shows the company name, address, Customer Number and Salesperson number as a 4 digit number. Since it can be confusing who exactly...
  • Forum Thread: Company Quick Look Screen

    Hi I have had a request to display leads that relate to a company on the companys quick look screen. Is this easy / possible to do Thanks Adam
  • Forum Thread: Passing Key in URL Custom Entity ASP

    I am having a issue with creating a URL string with the proper keys. I have a custom .asp page and if I call it from a tab all the keys carry over correctly as I had planned example working URL passing correct keys and ID SID=81974805963075&Key0=58&Key1=97&Key2= 106092&Key37=6009&Key50...
  • 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: Finding Blocks from the Dashboard

    Under the dashboard, there's a "New Opportunities" block that has listed all of the opportunities. I'd like to be able to edit the content of this block to A. List from newest opened to oldest, B. Filter by only showing ones "In Progress" The only problem is when I go...
  • Forum Thread: My Leads in Dashboard Still Showing After Converting to an Opportunity

    Our sales guys (and out in-house users) use the dashboard; it's an extremely useful tool in giving an overview of everything in CRM working for their business. One of the blocks that can be selected is the "My Leads." It lists everything assigned to them so while business is brewing...
  • 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: Web to Leads

    We're trying to get Web to Leads working. We have the form on our website but it's submitted nothing hits the CRM. Some background: SageCRM is hosted locally behind a firewall and the website is hosted by a 3rd party. I've created a simple website internally and using the code generated...
  • Forum Thread: CRM Cases - Automatically Populating the Close Date

    Hello. I have been working on implementing Sage CRM for a little over a month within my company. We just went to the live system a week ago with our main focus being to use the CRM Cases to track customer issues. However, I was wondering if there is a procedure out there that will automatically populate...
  • Forum Thread: CRM 6.5 with IE 10

    Hi, Is CRM 6.2 compatable with IE 10 ?? and is CRM 6.2 compatable with windows server 2010 ? Please advice.
  • Forum Thread: Enable/Disable Fields using javascript in Custom Script

    Hi, I received a request to disable the address1 field under person. I have done so successfully BUT now I have an issue. When the user creates a new person in the CRM system they enter the first name and last name and then click the button to go to person details. Once there, they can fill...
  • Forum Thread: Using Key Attributes in Reports

    I have Key Attributes that are against a Custom Entity, and would like to make these fields available for reporting. I have seen a blog post detailing how to get this to work, but I'm not sure I fully understand it. Can anyone tell me if this is possible when the Attributes are against a Custom Entity...
  • Forum Thread: Two Emails (duplicates) Sent from When Only One User Does it.

    One guy in our office is working with a workflow that has a global re-assign rule that sends an email to whomever the new person assigned is. The workflow works correctly for everyone in my office, yet when he re-assigns it there are TWO emails sent instead of one! It's not the workflow because...
  • Forum Thread: Integrating Quotes into the Workflow process.

    Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently setting up an e-mail template to include these...
  • Forum Thread: Escalation of Two Different Entities (dual escalation?)

    I have opportunities (orders) that are invoiced from accounting (in MAS) but then sit there and never get closed out, so I want to create an escalation rule to email me when an opportunity is ready to be closed. Here are the triggers: oppo_type = 'AfterMarket' oppo_opened > 1/1/12 oppo_stage...
  • Forum Thread: Sage Calendar Columns

    Hello, Does anyone else have more than one employee put into their calendar? If so, do you know how to make it so that each appointment for each employee stays in its own column? Ex: Get all of the blue icons on the left and green icons on the right. First we thought the one that was created...
  • Forum Thread: Adding time limits to workflow states?

    Since most of our opportunities are time-sensitive, I was trying to find a way to send an email or a notification to someone (the person assigned or someone else) if an opportunity sits too long in a certain stage of a workflow. For example: First stage can be a week long from creation before it...
  • Forum Thread: Adding Field Information to oppo_progressnote

    When we have workflow advancement, there's always a tracking note (oppo_progressnote). For example, I have a drop down field with a list of our tech guys (not users, just names) so that our sales know which tech guy worked on what piece of equipment. Although it displays the tech's name in...
  • Forum Thread: CRM - ACCPAC Integration

    We are having trouble with the launching of the New Order Module from the O/E Customer Tab when we launch CRM on a local (networked) desktop computer - one on which ACCPAC is of course not running. When, on the other hand we launch CRM on the same computer that ACCPAC runs on - (with an Active Desktop...
  • Forum Thread: replace companysummary

    I'd like to use customized page as a substitute for original "companysummary" view page. But not totally success. It's return to original page of companysummary when i click company name from person's find page. Could you possibly give some advice. thank you in advance. Customized...
  • Forum Thread: Filing E-mails and Creating a Communication