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  • Blog Post: CSV formats in CRM.

    Hello All, Today I'm going to explain the differences between the two CSV formats available in Sage CRM. When you are: generating reports, exporting find results to file or exporting group list to file you can find two CSV file formats: 'CSV', 'Excel CSV'. ...
  • Blog Post: How to Sync Additional CRM Appointment/Task Details to Outlook Appointment/Task

    Here is a feature that I think you will find useful. It can help you to sync more fields from the Company/Person/Address entities of the CRM Appointment/Task to the Outlook Appointment/Task body. Below is an example of how you could acheive this. Adding the pers_emailaddress to the Outlook Appointment...
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  • Forum Thread: when press on search select advance

    when press on search select advance and select value the value not filled inside the search select advance text why ???? i have entity x and entity o search select in x and Search Entity o and View Fields in o ????????
  • Forum Thread: SageCRM configuration management best practices/advice

    We are just getting started with SageCRM7 and are putting together a configuration management plan. Has anybody seen documentation describing: What features SageCRM that supports configuration management, if any, so move config files without overwriting customer data? I didn't see anything...
  • Forum Thread: Multiple phone numbers and reports

    Hi Our Sage CRM 7.1.c System has been customised to suit our specific requirements with regards to logging information about learners. Since the update to 7.1.c i have noticed that phone numbers are stored in a separate entity which means people can have more than one type of phone number. We...
  • Forum Reply: Re: Upgrade from Sage CRM 6.2 to Sage CRM 7

    Hi Sharon Here are some documents that might help: Sage CRM v7 Upgrade Guide (PDF) Sage CRM v7 Software Support Matrix (PDF) Sage CRM v7 Release Notes (PDF) Sage CRM v7 What's New Guide (PDF) Other version 7 documentation can be found in the v7 Documentation folder
  • Forum Thread: View functionality in CRM Library

    Hi, I am trying to view files filed in our CRM library using view functionality, but when i click on view button, intially it gives me option to open. When i click on Open, it asks me to save. Can anyone help with why our CRM application is doing this since this never happend before. Thanks...
  • Forum Thread: remove 3 blocks from system page

    I'd like to remove 3 blocks from "new person" form(system default page). Could you give some advice,Thank you in advance. Three Blocks are address,phone and email respectively.
  • Forum Thread: Linking Chart Gadgets in Interactive Dashboards

    While out at the Summit last week in DC I was amazed at how many new features were added to the lastest release in SAGE CRM. One of which was the dashboard features/capabilites. I was very impressed with how you could link multiple list or gadgets to on and other. I am having the hardest time thought...
  • 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: 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: Clicking Send Email in CRM 7.0d running in IE9 browser randomly crashes

    Many times I just finish a long email, and click send. IE9 unexpectedly stops working, searches for fix to problem and then restores my email window back to where I was, but the body of the email is GONE, and I need to retype. Other times it still crashes, but if I'm lucky, the email shows as...
  • 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: Incompatibility Problems with Sage CRM 7.0e on Windows Server 2008 R2

    Hi There I have just recently installed 7.0e on Windows Server 2008 R2, namely SBS 2011 (the existing database came off a SBS 2003 using SQL server 2005) - as our old SBS 2003 machine died a death. After some initial messing around with the 32bit/64 bit settings on IIS, I got it to install. However...
  • Forum Thread: Error after upgrading, An error occured saving the document to the document library

    Hello, After upgrading to SAGE CRM 7.0d1 we have this error while mailmerging. An error occured saving the document to the document library Errorcode: 32 Error text: An error occured saving the document to the document library Your document is still available as C:\Users\MICHEL~1\AppData\Local...
  • Forum Thread: Outlook Plugin Error

    Hi, we are having Outlook Plugin in Error accross the organisation on our CRM 7.0C. Though we had this issue but was on individual basis and was able to reinstall the plugin. But this time even after reinstallation we are not able to sync CRM with Outlook. Can anyone suggest solution on it? Thanks...
  • 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 Reply: Re: Permissions

    Not work still request me to enter password to login and when enter the pass... of the user account give me error and this is a picture
  • Forum Thread: CRM.Button does not work fine in CRM 7.0d for permissions DELETE & EDIT in home territory

    In CRM 7.0 patch d, the following statements do not work even if the user is given rights in his home territory for EDIT, DELETE for the custom primary entity "Employee". Only the permission for INSERT,VIEW work fine when used with the command CRM.Button. container.AddButton(CRM.Button...
  • Forum Thread: "Access is Denied" in Quotes and Orders

    I'm using CRM 7.0 and I have the following issue: when I'm trying to open Quotes or Orders in Opportunity, I'm getting "Access is Denied" error. I'm logged in as System Administrator. Also, there is no such error in Log files that could explain the reason. Had anyone similar...