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  • Wiki Page: 492-16667 - How to: Creating a custom merge to Excel

    Summary: A customer had a requirement to merge data from Sage CRM to Excel. Currently, Sage CRM only supports mail merges to Word - they were wondering if this is possible with a custom ASP page. How to: There are a number of ways of generating XLS files from a classic ASP page. Here's a couple of...
  • Wiki Page: 492-16567 - Order By Desc causes error on Company Quick Look

    Summary: When you specify a list e.g. CaseList in Administration -> Cases -> Lists so that is has Default Order By set to Yes and Allow Order By set to Yes for multiple fields then you will get an error when you select the Quick Look tab on a company record. Actual result: An error is displayed...
  • 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: 536-17173 - Missing vertical scrollbar in custom ASP page

    Summary: On a custom ASP page that contained an iframe there were issues with the scrollbars on the iframe because of the javascript in the asp page was attached to the window.onload event. Cause: For example if you bind to the onLoad event using javascript: window.onload = function() { doLoad(); } It...
  • Wiki Page: 492-17356 - Unable to launch ASP pages in Windows 2008

    Summary: A permissions error may be displayed when attempting to view an ASP page created using the COM API. This is likely to be caused by a permissions issue on the anonymous user. Symptoms: The following error message will be displayed when you attempt to view the ASP page: Server.CreateObject Access...
  • Wiki Page: 492-17870 - Redirecting to a tab needs more parameters

    Summary: In Sage CRM 7.2g and later, two new parameters have been added to query URLs to control tab selection. These are the E and Capt parameters. The E parameter refers to the entity in use, while the Capt parameter refers to the caption code used to select a tab. If not using the URL methods in CRM's...