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Regular Contributor
phonelady
Posts: 104
Registered: 11-24-2008
0

Anyone installed SageCRM 7.0 (EES) yet?

How is it working for you?

Sage MAS Partner
BadgerJerry
Posts: 79
Registered: 12-10-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

We have a few customers on it.  They're happy with the Office 2010 integration. 

Regular Contributor
viperbri
Posts: 84
Registered: 11-03-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

I read through the instructions and they talk about installing patch D for CRM 7.0 SP1, but I can't seem to find the download for it on the Sage support site.

 

Regular Contributor
viperbri
Posts: 84
Registered: 11-03-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

Ignore my last message.  I didn't realize it was all in the download file.

Regular Contributor
viperbri
Posts: 84
Registered: 11-03-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

The only problem I am having is with the new interactive dashboards.  I can't seem to create a new one or load one from the templates.  I get an "Error loading data" when I attempt to select a template.

 

When I try to create a new one I get "The Dashboard could not be saved. Please contact your System Administrator."

 
 



Sage MAS 90 Customer
hyanaga
Posts: 34
Registered: 11-16-2010
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

I tried to install the Outlook plugin but it told me it required Outlook 2003 or 2007, so I thought 7.0 wasn't compatible with 2010 yet.  Did I do something wrong?  Do I need patch D for that?  I don't think I put that on my demo system yet.

 

Thanks!
Hollie
Regular Contributor
viperbri
Posts: 84
Registered: 11-03-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

The only problem we have had with it was the Interactive Dashboard did not work.  We get an error trying to launch or create a new Interactive Dashboard. It happended on 3 separate installs - 1 being our internal copy we use.  Other than that problem, it has been okay.

 

Regular Contributor
phonelady
Posts: 104
Registered: 11-24-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

The interactive dashboard never loads for us either.  Also having CTI issues on 1 PC (they can dial from Outlook but not CRM) and it's fixed by a PC reboot.

 

 

 

Regular Contributor
barbarag
Posts: 66
Registered: 11-03-2008
0

Re: Anyone installed SageCRM 7.0 (EES) yet?

I am also getting the "The dashboard could not be saved . . ." message after upgrading to 7.0D last week.

Barbara Goldstein
DSD Business Systems - San Jose