Author Archives: Greytrix

Unable to save MailChimp Configuration in Sage CRM

MailChimp is been extensively used for Email Marketing in Sage CRM. Using this we can send emails in bulk to all the Customers available in Sage CRM. To integrate MailChimp in Sage CRM, we have to create MailChimp account and get API Key and List Id. New Stuff: Deleting Report categories of Sage CRM from… Read More »

Deleting Report categories of Sage CRM from Backend

Sage CRM’s Report Category makes it easy for users to classify and organize reports in the Report tab. Sage CRM by default provides various Report Categories related to different entities. Also, System Administrator has the provision to create new categories as per the Business. New Stuff: Dynamics 365 CRM – Sage 100 ERP Integration: Changing… Read More »

CRM Quick Find functionality stopped working in Sage CRM- Part 2

We all are very much aware about the new feature of Sage CRM i.e. Quick Find. Users can easily search records within all Primary entities using a single keyword. But, have you ever faced issue with Quick Find functionality? Related Post:  CRM Quick Find functionality stopped working in Sage CRM Recently, while using Quick Find… Read More »

Limit the number of Log files generated by the Sage CRM’s Services

Sage CRM has inbuilt set of internal logging mechanisms which tracks all the activities performed in CRM as well as records the errors generated. These logs are mainly segregated into various types such as SQL logs, System logs, .Net logs etc. Apart from this, Sage CRM generate logs for the inbuilt services which are installed… Read More »

Component Issue in Sage CRM 2018 R3

In Sage CRM, Component Manager allows Customizations done in one CRM to be saved and transfer it to another Sage CRM system. It enables Sage CRM developers to package and reuse implementation-specific customizations in future implementations. Also, it saves lots of time and efforts. It is available at Administration ->  Customisation -> Component Manager as shown in below screenshot. New Stuff: Favourites… Read More »

Favourites feature not working for Custom entity

Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list? New Stuff:  How to… Read More »

How to know Company/Person has been used for MailChimp/Swiftpage E-Marketing

Sage CRM not only stores all information of Customers, Contacts and prospects, but also it is an important tool that can be used for E-Marketing. Email Marketing is one of the most powerful marketing tool which businesses have at their end. It allows users to send mass emails directly from the CRM database to contacts,… Read More »

Communications Options panel is suppressed on New Email screen in Sage CRM

Recently while browsing through Sage CRM Community user forums, we came across one post in which Sage CRM user was mentioning that Communications Options screen is not visible to him when he clicks on New Email button in Sage CRM. When we have checked same thing at other Sage CRM with same version; we found… Read More »

Enable old Calendar tab in Sage CRM 2018 R3

In Sage CRM 2017 onwards, Calendar tab has been optimized and new features has been added in Sage CRM. We have consolidated features of newly optimized Calendar tab in our earlier post. In this blog, we will explain how to enable old Calendar tab in Sage CRM 2017 onwards. New Stuff: Troubleshooting issues with Data… Read More »

Troubleshooting issues with Data Upload in Sage CRM

In our earlier posts, we have discussed how Data Upload Routine works and its troubleshooting if any issues encountered during Data Upload routine. During Data Upload routine, recently we came across another issue. In this blog, we will discuss what the issue was and how it has been resolved. New Stuff: Unable to Upload File… Read More »