Category Archives: Sage CRM 7.2

IIS 6 Management Compatibility Configuration

In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »

Align field data to Right Hand Side on Edit and Summary Screen

Hello All! In previous blogs, we had seen that how we can make our SAGE CRM screens and grids more visually effective by applying JAVASCRIPT, JQuery, HTML, etc. like by highlighting checkboxes, underlining to column header, printing amount in words, and others. Here, we will see how we can align field data to Right Hand… Read More »

500 Internal server Error with CRM and ERP Integration

Hi Folks! As you know Sage CRM allow you to do integration with Sage 300 ERP to manage your customer effectively. While performing integration you may face different type of errors which has different resolutions altogether. Similarly, In this blog we will see one of the issue stating 500 internal server Error on accessing Quotes… Read More »

Print Icon on Email Summary Screen

Communication is one of the essential entity in CRM wherein user can Create Task, Appointment and Send Email. New Stuff: Restriction of characters in CRM passwords Recently a customer approached with an issue which they were facing while printing email content with large data. The issue was when email content was more as shown in below… Read More »

Information on Database Configurations in Sage CRM

Upon installing Sage CRM apart from selecting the installation path we are required to provide instance name and SQL server connection details to proceed further with installation. Whatever the instance name that we provide upon installation, the installation process will create a database in SQL with same name and required tables in the database. The… Read More »

Restrict Creating Follow Up On Opportunity Progress

In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »

Create reminder task/appointments for users when record is inserted

Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities… Read More »

Handling Query Timeout Errors in Sage CRM

Some errors when encountered take most of us for a spin. Especially if you are a business user accessing Sage CRM to update Company/Person record and see the record is taking huge amount of time to update the data and leading to “An unexpected event has occurred: Exception: SQL Error” on screen and frustration. There… Read More »

Auto Cancellation of Order in 24 Hrs.

In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »