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  • Forum Thread: How do I change the Exchange Web Service URL?

    We updated our Exchange server and need to change the Exchange Web Service URL but it is read-only. Is there any way to change it?
  • Forum Thread: how to copy value of territory field in summary tab to another tab(case, opportunity, people,....) in company screen

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary Screen i have Territory Value: Worldwide(or...
  • Forum Thread: Communications from Person entity not showing in associated Company

    I am having a problem with the communications not showing in parent entities. If i create a communication for the Person it shows fine in the person entity but is not showing up on the company page. The same is happening with Opportunities, communications created here are not sowing in person or company...
  • Forum Thread: Escalation Rules Not triggering

    Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out the notifications. I have the escalation rule...
  • Forum Thread: Escalation rule

    Hi there, I added a case counter on the Company summary screen, this case counter is then shown on my "cases" screen when a new case is created. When a case is placed in queue (In the cases workflow) - I've executed an SQL that tells the company counter to diminish the count by 1 (casecounter...