• Wiki Page: 536-16923 - Select Search Advanced issue with 71G

    Steps to Reproduce: 1.Create a new person search select advance field (oppo_agent) and add it to the opportunity web picker screen. 2. Find an opportunity that's not associated with a Person & click "Change" 3. Click on New Person and enter in person details select Save & Continue...
  • 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: 536-17313 - HOWTO: Amending the size of the FCKEditor window and email field

    Summary: The customer had a couple of requests regarding making a larger area visible when creating and editing emails. Symptoms: 1: Can the size of the FCKEditor (Email Editor) be increased? Currently the IFRAME has a dimension of 698px wide and 250px in height. 2: When an email is filed in CRM, the...
  • Wiki Page: 492-16287 - Creating new view - 3900 character limit in non-IE browser

    Summary: Users may be unable to create views longer than 3900 characters in Sage CRM when using browsers other than Internet Explorer. Symptoms: The issue can be reproduced by attemptign to create a view with a length greater than 3900 characters. Here's an example: create view vLongView as select...