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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 Thread: CRM attachments for existing account creates new account

    Hi all, I've had this a couple of times now. A CRM account (Mr P Taylor) has had files attached to it in the past (held in dir C:\..\sage\attachments\M\Mr P Taylor ), and yet for some reason, new files attached to the same account are placed in a different directory (in this case, C:\...\sage...
  • Forum Thread: Put Panels beside each other

    Hi how can i put 2 panels beside each other????
  • Forum Thread: Display certain fields depending on workflow

    I have 4 opportunity workflows: pre bid, post bid, after market, and service. I have several fields created sepcifically for each, and a couple that are consistent among all of them (oppo_opened, oppo_closed, oppo_decription, oppo_details). As it is, I have a mess of fields in my details box for...
  • Forum Thread: problem of search select advanced field

    Hello, I could not select "communications" entity from search entity. Pls help me, thanks in advance.
  • Forum Thread: Duplication of e-mails

    When e-mails are sent out of Sage CRM v7.1, two e-mail communications are created. How can this be turned off?
  • Forum Thread: Email Notifications for Entities/Workflows (SMTP Error When no User Selected)

    When an opportunity is created, management wants an email sent to A. The assigned person B. The Salesperson of the opportunity C. The Engineering Salesperson of the opportunity D. Certain people in management Since there's different people, I set up a salesperson field (User Select) and an Engineering...
  • 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: How to Make User Select Field Change Territory Field in Opportunity Creation?

    Our CRM is set up that we have a user select field called oppo_salesperson. Our territories are divided into each salesperson. For example, Bob Sales is a user on CRM and there's a territory called Bob Sales's Territory. (His home territory is set to Bob Sales' Territory. This way he can...
  • Forum Thread: Dashboard Error Solution

    try this to solve this problem its one of many solutions 1-enter this link to browser C:\Program Files\Sage\CRM\Services\IISUtils\CRMRewriter\Default.aspx if 404 error or 500 apear you must go cmd and run it as administrator the write this command %windir%\Microsoft.NET\Framework\v4.0.30319...
  • Forum Thread: Create a new lead workflow

    Hello, I create a new lead workflow but not appear in lead summary. the new workflow lead is active and the old workflow lead is not active. And the first state type in the workflow is "Primary Rule" and the table or view is "Lead". But the lead_workflowid is NULL in the...
  • Forum Thread: Printing Reports with 11x17 Paper Size

    Currently I only have the option of either Letter or A4. How can I include an option for printing on paper 11x17?
  • Forum Thread: Accessing a multi-server CRM environment with an external IP address

    I have a client that is implementing multi-server CRM. They already had separate CRM and SQL servers and they added a secondary CRM server for load balancing. The primary CRM server has an external IP address which some of their users outside the main office use to connect to CRM. We configured the multi...
  • 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.