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  • Blog Post: Posting Questions about Sage CRM integrated with Sage ERP systems

    We are a global community and the range of ERP systems with which we work is very diverse. Sage CRM integrates with many ERP systems developed by Sage in North America and Europe which are sold through out the world. This means that it is very important, when posting a question into the forums, you state...
  • Forum Thread: Logon failure when filing e-mail

    First of all, thank you for your help! We use outlook plugin in an exchange 2010 integration environment. When we try to file an e-mail from Outlook CRM plugin, we are asked for valid credentials. Despite of the credentials are correct (DOMAIN\user), the user is locked after three wrong attempts....
  • Forum Thread: http://bit.ly/11SdL5a - New Sage CRM telephony integration WITHOUT CHANGING YOUR PHONE SYSTEM

    http://bit.ly/11SdL5a CloudCall Click for Sage CRM is the premier cloud based telephony integration for Sage CRM which provides Sales, Service and Marketing teams with increased productivity through Click to Call and Call Recording capability. Sage users can click to call from virtually any screen...
  • Forum Thread: Outlook Integration: Sync Operation Has Failed

    Hi, Our company is running CRM 7.1.f and one of my users is receiving the following error when he attempts to sync from Outlook 2007. I've successfully re-installed Outlook Integration but the error persists. Doing a Google search on this error message yields no results so I'm hoping someone...
  • Forum Thread: Cannot add folder to Outlook

    Ever since CRM has been installed, one of our users cannot add folders to Outlook 2003. The rest of Outlook integration seems to work. Any idea why?
  • Forum Thread: Make calls and replay conversations directly from your Sage CRM

  • Forum Thread: Query onSage CRM and Accpac ERP versions for integration

    Does Sage CRM 6.2 integrate with Accpac ERP 6.0? Due to some ongoing project considerations, we cannot upgrade the customer to CRM 7.0. Please let know. Thanks.
  • Forum Thread: Outlook Integration with Multiple CRM servers

    We were sold two different MAS servers to keep for our two businesses separate. When we wanted to add CRM, we were told that one MAS can only be used by one CRM; we had no choice but to get two separate CRM servers. Our CRM is running 6.2.i and we've got Outlook 2007. Our project mgmt team...
  • Forum Reply: Re: Classic Outlook Plugin on Windows 8

    I'm having a bit of a different problem with my Windows 8 machine. I have the .Net framework, and I am running as an administrator of my machine, but the Outlook Integration plugin download action is not available. Wondering if this is something caused by Windows 8 or by some other setting on my...
  • Forum Thread: Javascript Error '800a1391' when synchronizing Sage CRM tables with Sage AccPac

    I am testing the Sage CRM (6.2d) application with our existing Sage AccPac ERP (5.6A). I have install the integration components and I am now trying to synchronize the two. When I run the Synchronize Tables utility (from the Sage CRM | Administration | Sage AccPac Administration window) I receive this...
  • Forum Thread: Sage CRM 6.2g with Active Domain directory

    Hi, We are as of now runnning Sage CRM 6.2g. What I want to know is, Is there any way that I can integrate my CRM with my Active domain directory? We are planning to implement single signon based on AD for different portals we are using in organization. Please help.
  • 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: issue with account entity!

    i ve configured a new integration with erp.. i can get the products ( in the table newproduct in the database), and pricing list, etc but the table account remains empty, and users get the error "you don't have enough permission over the account entity", when they try to add new quote...
  • Forum Thread: Sage CRM 7 - Accpac 6 integration issue

    Hi, I am trying to set up Sage CRM 7 - Accpac 6 integration on my system. I am done with setup. Both Sage CRM and Accpac are on the same server. I am using Dot Net Remoting for integration. I can synchronize dropdowns and also import customers. When I click on Quotes tab under an Opportunity of...
  • 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 regarding integration with Sage Accpac 6

    Hello, I have a question regarding Sage CRM's integration with Accpac 6. As can be seen from the screenshot, integration in Accpac screen will allow users to enter quotes and orders entry in CRM screens itself giving users the impression that they are working on single application and not...
  • Forum Thread: Sage 200 CRM / Sage 200 Integration

    I'm hoping this will be a simple answer... Is anyone able to tell me what is updated by the Sage 200 CRM / Sage 200 integration, and is it a 2 way integration, so updates made in either system will update the other? I'm ideally looking for a list of things that integrate? Thanks.
  • Forum Thread: Integration du module Sage 100 Trading dans Sage CRM i7

    Bonjour, J'ai besoin de realiser une integration de Sage 100 Trading version 1.9 dans Sage CRM i7. A chaque fois j'obtiens l'erreur suivante: Echec de connexion au système ERP avec ce code et ce mot de passe.Configuration locale du webservice non valide ! Que dois-je faire...
  • Forum Thread: Update Multiple Selection Fields in C#

    I have read all the related topic in this community but seems I can't find a right solution. Let me explain my situation here. All my multiple field data are came from table 'custom_captions', there are data like code and capt_us. So some data like. Code |Capt_us 1234 10K Rates Club...
  • Forum Thread: Accpac integration hanging on win 2008

    Hi All. I have a new install of CRM 7.1 on a 64 bit win2008 server, and cannot get the integration to run. What happens is if I click the accpac setup, I can specify the company, server etc, but if I go to syncronise tables when I click syncronise, it hangs. I can click off to do other...
  • Forum Thread: Imports Sage Accpac Customers

    Hi , Can I constrain Accpac Customers when imports it from CRM? Ex: Get all customers from Accpac who is Group Code = 100. Thanks
  • Forum Thread: Integration accpac????????

    i want to make intgration for .net system with accpac 5.5 when i start recording option and go to recipt screen if the item serial i try to enter serials put the recorder cant record serial ????? can any one help me by give me view name or any other help????????
  • Forum Reply: Re: Post Code Recognition

    Hi guys, Just a quick update: We have now developed our own ‘out of the box’ UK Address Auto-Fill extension for Sage CRM which is available from our website: www.postcodeanywhere.co.uk/.../sage-crm . Out if interest would you be interested in an International version of...
  • Forum Thread: How to link existing customers between Sage CRM and Sage Accpac?

    Hi All, How would you link customers that exist in both Sage CRM and Sage Accpac, after Sage's integration is installed? I mean lets say there are same customers in both Sage CRM and Accpac, and both these systems are yet not integrated. And somewhere down the line, integration needs to be...