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  • Wiki Page: 636-16818 - How to: Adding new fields to a nofication

    Summary: This article shows you how to modify code in a translation so that more details are shown in the notification bar, including person and company names. If you want more details in the notifications please follow the customisation steps below. Please read the disclaimer at the bottom before applying...
  • Wiki Page: 608-16540 - Howto: Add a searchable custom field in SageCRM

    Summary: While Sage CRM has a large number of useful fields against Companies, People, etc, what's available may not exactly suit your needs. This article describes how you can add your own custom, searchable field to Sage CRM. More information: Creating a custom field for the company entity To add...
  • Wiki Page: 636-16939 - HOWTO: Set the Territory as a Required Field or default it to the user's territory

    Summary: This KB article will show you how to make sure that new companies have a territory and that it can not be set as default Resolution: 1. Go into Administration -> Customisation -> Company -> Screens -> Company Summary Screen 2. Click on Company: Territory (comp_secterr) 3. To make...
  • Wiki Page: 636-17151 - Some fields appear as if they are outside the screens they are supposed to be contained in.

    Summary: Some fields appear as if they are outside the screens they are supposed to be contained in. Symptoms: Fields that have 2 rows on a new line at the bottom of a screen will appear as if they are not in the screen. The fields look as if they are not inside the border of the screen: More information...
  • Wiki Page: 492-16626 - Script error when opening custom url in a new window

    Summary: Opening a custom URL in a new window may result in a script error in v7.2. Symptoms: A custom URL can be added to the main Find menu by nanvigating to Administration -> Advanced Customisation -> System Menus ,and selecting the Find menu option. In order to have the URL open a website in...
  • Wiki Page: 593-16278 - How to: Adding a 'last note' column to the Company Grid

    Summary: A customer may have a requirement to add a date/time column to the Company Find grid depicting the last Note record was created against a company. This can be done by creating a new view, and amending an existing view. More information: This customisation can be carried out by doing the following...
  • Wiki Page: 536-16734 - 7.2 ASP page issues (multiple menus)

    Summary: A number of issues have been identified with relation to ASP pages since the frameset removal. Most of these problems stem from the fact that the ASP page is now rendering in an IFrame instead of the old EWARE_MID frame. An action 6030 was created for linking to ASP pages which caused a render...
  • Wiki Page: 492-16866 - Setting screen focus at the top of a list

    Summary: When using a low screen resolution (800x600) and a gridsize higher than 10 (i.e. 25), the focus for UserContactList (MyCRM -> Contacts) will scroll down to the last row of the grid. Symptoms: The customer wanted the focus set to the top of the grid. Work around / Resolution: There’s...
  • Wiki Page: 632-17100 - Main menu button using a Custom URL redirects to that URL

    Summary: Setting up a new main menu button using a custom URL redirects to that URL instead of opening it in the CRM interface. Resolution: A workaround to this issue with be to create an ASP page and include the URL in this. Instead of using a custom url as the source for the main menu button, the user...
  • Wiki Page: 536-16782 - Default behaviour of the Email Manager JavaScript files

    Summary: A number of support cases have been raised regarding the expected functionality that is in the default Email Manager scripts. The article will seek to clarify what functions are available in each script, and when they should be used. More information: Two default scripts are available for the...
  • Wiki Page: 492-17400 - Validation errors and hidden screens

    Summary: Validation errors may appear as a result of hiding required fields using a client-side script. More information: Depending on the field type and the validation that is causing the issue, the specific field that is causing the problem may not be referenced explicitly. A typical example of this...
  • Wiki Page: 492-16513 - Email manager - duplicates using eMail.Recipients.AddAddress and MAPI

    Summary: An issue may be observed when using the eMail.Recipients.AddAddress(string) function in Email Manager scripts when MAPI is being used as the connection method to the mail server. Symptoms: On customising an Email Manager script, additional recipient addresses can be added to an outbound email...
  • Wiki Page: 536-17314 - .NET API: Writing binary data to a CRM webpage

    Summary: A customer had a requirement to use the .NET API to write binary data to the outputstream. Their exact requirment was to use the .NET API to create a PDF file on the server, then embed the file in a CRM screen. the following shows a method for creating a PDF file in CRM's library, then embedding...
  • Wiki Page: 492-17545 - Tool: URL Compare - translating Sage CRM URL key values

    Summary: Sage CRM uses URL keys to define the system context. By this we mean the main entity type, as well as the individual entity record, and any secondary entity records that are currently being accessed by a user. A full description of how this works within the product is available here . Developers...
  • Wiki Page: 632-17253 - Editing Company List: Error message - the object name already exists

    Summary: When a user tries to edit the "Company List" by changing the "Table or view to select fields from:" field from "vSearchListCompany" to a different view eg. "vEntityCompany", an error meassage is displayed. Symptoms: The following error message is displayed...
  • Wiki Page: 536-17548 - user object not refreshed after running a component

    Summary: After installing a component the CurrentUser object is not refreshed so if a new field on the user object is created and populated with information by the component, that information won't be available by any client side script until the user logs off and logs back in again. For more information...
  • Wiki Page: 536-17506 - Unhandled exeption in eware.dll emailing from custom entity

    Summary: An Access Violation is thrown on 7.2d when using a .Net customisation to add a new email link button to a custom entity. For example by adding the following 2 lines to a data page for a custom entity: var newEmail = Url("1500") + "&E=Sample"; AddUrlButton(Sage.Captions...
  • Wiki Page: 492-17504 - Search Numeric Operators

    Summary: Numeric fields added to CRM metadata screens were missing a SPAN tag. Symptoms: The issue could be reproduced by adding a new numeric field to any Sage CRM metadata screen. The issue would cause problems when attempting to automate interaction with this field using JavaScript. Resolution: The...
  • Wiki Page: 492-16248 - HOWTO: Changing notification styles (v7.1 and earlier)

    Summary: A customer may have a requirement to make notifications in CRM stand out more from the rest of the items onscreen. It was found through testing that users were ignoring notifications, as they weren't obvious enough on-screen. Symptoms: This can easily be customised using CSS. You can view...
  • Wiki Page: 492-16854 - CommunicationFilterBox Create scripts

    Summary: An issue may occur when attempting to add a Create script to a filter box. Symptoms: The issue may be reproduced by adding the following Create script to the comm_type entry on CommunicationFilterBox: DefaultValue='Task'; The default value will operate correctly on the filter box, but...
  • Wiki Page: 636-17298 - Currency not set message on a marketing currency field

    Summary: When a new currency field is added to the secondary entity "marketing", its default display text is 'Currency not set' Symptoms: This happens when the field is added into the Company Marketing box, and it is not included on any previous entry screen. Status: This issue is fixed...
  • Wiki Page: 536-17324 - Problem saving location on maps component

    Summary: On one of our on-premise installs we had this behaviour with maps component. We can change the map location but it saves an address which is tens of kilometres on the south west of the address saved. Solution: When I view the HTML source of the maps page, I can see the script below. As you can...
  • Wiki Page: 492-17781 - Installation of language packs on earlier versions

    Summary: A number of language packs are provided by Sage for use with Sage CRM. These language packs are provided for specific versions of Sage CRM, such as 7.1f. A query may arise where a customer wishes to apply a language pack for an earlier version of Sage CRM. In these instances, language packs...