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Customer Service - Email to Case
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6 Apr 2012
How to send email with attached doc using COM API?
Hello All, I was able to use the below code posted by Jeff in the article https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/10/some-thoughts-on-accessing-the-email-templates-in-the-com-api.aspx to send an email using COM API. But not able to attach documents...
4 Jul 2012
I was wondering if anyone had heard of this problem before, and whether there is a better solution than the stopgap I have mentioned below. Imagine that you create an appointment for 9:00a.m. – 10.00a.m. EST, and then alter the time zone from EST(UTC-5:00) to Central Time(UTC-6:00). You...
29 Mar 2012
hi i installed CTI snd everything is ok but when try to see telephony server in mmc to config and connect it to phone line the is no telephony server found how to enable it ??????? thanks
26 Sep 2012
Error when adding caseprogress with Web Service API 7.1
Dear all, I'm getting an error when trying to add a new caseprogress entry using the web service API 7.1. The error is Exception Caught In DispatchAPI. Message - Failed to add caseprogress 0 successfully. You do not have sufficient rights to update the column: case_caseid. I have managed...
19 Oct 2012
hi all, this chart give me duplicate data i cant solve it any help ???????????and the code shown var strSQL = "select count(mesh_membershipid) as 'mycount', 'Class 1000' as 'mytype' from membership where mesh_class=0 union select count(mesh_membershipid) as 'mycount'...
8 Aug 2012
Access base Field .NET
I have the base screen in .net sage crm how can i access the field in the screen???????????? and give it caption or onchange or .....etc how r u Jeff??
12 Nov 2012
Changing / Removing Companies for a Person
Is it possible to change a person's company or remove a person from a company after a person record has been assigned to a company. Ex. - Bill Gates was put into Sage attached to no company - Bill is attached to company Microsoft - I now want to move Bill to SunSystems company or remove his person...
14 Mar 2013
(Solved) Disable an Advance Search Field
Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on an advanced search field. Example: When oppo_location...
14 Feb 2013
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
23 May 2013
Sage v7.1 Web Services (Add vs Addrecord)
Hi All! This is my first post, and I'm using the web services to manage the existing data in sage via C#. Currently my version is 7.1 I have two questions: I could not find the " 7.1 Web Services Guide", did I miss it or it is just not available? In the " 7.0 Web Services...
24 Aug 2012
Sage 6.2 Crm to Sage 200 7.1 CRM
A client of ours has Sage 200 Accounts and Sage CRM 6.2(standalone). They wish to Upgrade to Sage 200 2011 and Sage 200 CRM 7.1 (integrated). I asked Sage Support and they recommend installing Sage 200 CRM 6.2 over the standalone 6.2, setting up the integration in both CRM and Sage 200 and...
3 Oct 2012
Selfservice: Anonymous Users
Hi The need has arisen for us to have a sales contract which prospective customers can fill in. The data will then be saved to a custom table in CRM (Prospects). We aim to use CRMSS as the host for this contract. Initially these customers will not have CRM users and we want this contract...
24 May 2013
Error Loading Data: add 'List' gadget to Interactive Dashboard
All Hail the Herbalists! Greetings and salutations. I have created a lovely new Interactive Dashboard and I want to add a Company table 'List' gadget to it. When I select the Company table at Step 1 of 5 and click Next, I get the error 'Error loading data'. Trying to add a Company...
3 Jul 2012
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...
15 May 2012
Search Select Advanced - BigInt Problem
Good day I would like to know if it is possible to have a search select advanced with a bigint as id field. The unique id I get back from the view is ie. 1000000045. After I changed the reference field in the database to be a bigint, I could save the value. The problem now occurs with the callback...
8 May 2013
Queryentity getting null or default values for most fields (Webservice)
Dear Sirs, I'm using C# .Net and a Service Reference to run queries on CRM 7.1 API. The problem is that I get null (or default) values for most fields while running queryentity , query , etc. In the other hand, queryrecord works fine, although it's cumbersome as it forces me to specify each field...
4 Jan 2013
Dashboard Error Solution
try this to solve this problem its one of many solutions 1-enter this link to browser C:\Program Files\Sage\CRM\Services\IISUtils\CRMRewriter\Default.aspx if 404 error or 500 apear you must go cmd and run it as administrator the write this command %windir%\Microsoft.NET\Framework\v4.0.30319...
9 Aug 2012
context menu issue
on ie 9, when right clicking the "new" icon on the left side pane, native explorer menu pops up over the Sage CRM context menu. Downgraded to ie 8. still no change. on Version 7.1 SP1
23 Jun 2012
SLA warning flags not displaying
case_color1 in vlistcases defines cases sla warning flag right??Well its not happening in my case.Even though the field case_color1 changes from Green to Amber to Red for my cases,its still does not show the change of images or colors in front-end.It just shows the field as blank.No image. Is this...
7 Jun 2012
Accessing a multi-server CRM environment with an external IP address
Tony Erlain (Azamba)
I have a client that is implementing multi-server CRM. They already had separate CRM and SQL servers and they added a secondary CRM server for load balancing. The primary CRM server has an external IP address which some of their users outside the main office use to connect to CRM. We configured the multi...
22 Jun 2012
Put Panels beside each other
Hi how can i put 2 panels beside each other????
22 Oct 2012
Quote/Order Unit of Measure - OnChange Script - Can this field be customized?
I am working on a test version of CRM 7.1f with no modifications and only an addition of 1.8.2 of the JQuery developmental library. I'm using both Internet Explorer 8, Firefox 12.0, and Chrome 22.0.1229.94m t o test. I am encountering an issue with changing the O nChange S cript for both...
15 Oct 2012
add link image to panel or screen
Hi How can i do this in .net SDK i try but not work
12 May 2013
Issue with "The Dashboard has experienced a problem. Please contact your System Administrator"
Hi all! I am rather new to the community and recently I had just done a fresh installation of SageCRM on virtual development environment I did some search from google and this forum and found many suggestion to solve this issue, i tried some of them but didn't really worked out, My current...
19 Sep 2012
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