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  • Forum Thread: (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...
  • Forum Thread: 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...
  • Forum Thread: 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...
  • Forum Thread: 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
  • Forum Thread: 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...
  • Forum Thread: Customer Service - Email to Case

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  • Forum Thread: 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...
  • Forum Thread: Timezone issue

    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...
  • Forum Thread: CTI

    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
  • Forum Thread: 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...
  • Forum Thread: Chart Duplication

    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'...
  • Forum Thread: 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??
  • Forum Thread: How to set field value base on SSA field changed ?

    Hello everyone. I have a custom Entity (e.g Store ). In Store Entry screen i have two more person fields are PersonName(SSA field) and PersonWebsite(text field) . whenever user select or search SSA field i want to set PersonWebsite automatically base on Person Entity. So could anyone tell me how to do...
  • Forum Thread: Exchange Integration Sage CRM 7.1

    Hi, I am having problems setting up the exchange service in CRM 7.1. The exchange server is on another box. I have set up java and tomcat and have followed the instructions on the website. The sync passes: CRM is attempting to establish a connection with the Sync Engine Please wait... Passed The...
  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Thread: Deleting a Field In Case Entity

    Somehow I accidentally created a field that I wish to delete. I have full Admin privilidges but the "Remove" button is not there. Any suggestions or ideas? Thanks, David
  • Forum Thread: Problem with Mail Merging

    HI All, yesterday I came across an issue with mail merging Mail Merge failed. Please contact your System Administrator This happens when I try to do a simple merge. Can anyone help? Thanks Adam
  • Forum Thread: Set Key Value ?????????????

    How can i set Key value like T="whatever" , Key0="" ........ etc from .Net SDK ??????
  • Forum Thread: Opportunity Tracking Note

    After progressing an Opportunity through the workflow, the Tracking Note appears at the bottom. So my question is this: How can I make that box physically bigger? I found the "oppo_progressnote" field and changed the width to 200, and it correctly shows the change in the preview box,...
  • Forum Thread: New Screen error

    Hello, I have custom entity named “LinkedVin ” I want to change “Associated View” to read from custom view . I add new view named “vLinkedVinDesc” from “views tab” on the” LinkedVin” entity. Then go to the “Screens tab” and...
  • Forum Thread: Confirm Messege

    Hi, When click button on the ASP page i want show Confirm window Like: var SQL = "{call RepairedAllVins("; SQL += UseId; SQL += ")}"; Container.AddButton(eWare.Button("Repaired complete", "ClearConflicts.gif","javascript: var sconfirm = confirm('Are...
  • Forum Thread: Trial license key

    hi all please somone can give me license key Trial for Sage CRM 7.1 SP2 go to regestriy ---> eware---> config---->then license Please i want it immediately
  • Forum Thread: Sage CRM SP2 Setup ?????????

    Hi all i try to install sage crm sp2 setup from the community like the figure attached but its give me sage crmsp2 hotfix 3
  • Forum Thread: Escalation .Net

    hi please how i can solve Escalation for .Net when select it please check the attached picture
  • Forum Thread: WorkFlow not working

    Hi i am built workflow and the write the following code in summary .net page base .UseWorkflow = true ; base .AddWorkflowButtons( "Lease" ); but the workflow buttons not appear and when try to see the workflowid in the custome entity table there is nothing (Null ) value any solution...