• Wiki Page: 492-17957 - Sage CRM system lock - unable to log back in

    Summary: A customer may lock Sage CRM for customisation using the option available under Administration | System | Lock System . If they encounter difficulties with the password of the user who created the lock, they may be unable to log back into Sage CRM. More information: Running the following SQL...
  • Wiki Page: 492-17962 - Changing User Select display format

    Summary: User Select fields in Sage CRM can be displayes in one of two ways within Sage CRM. Which format is used depends on an entry on the CustomSysparams table named DropdownThreshold. More information: When linking a Sage CRM entity record to a user, a particuklar type of field is used. This field...
  • Wiki Page: 710-18116 - Smart Entity - unable to edit or add list like with a standard entity

    Summary: Once you have built a selection list on a Smart Entity you are unable to edit or add to this list like you would with a standard entity Resolution: In Administration -> Customisation -> Translations enter one of the values that already exist in your list into the UK translation box Select...
  • Wiki Page: 720-18137 - Adding an ASP Page to Company Tabs

    Summary: Adding an ASP Page to Company Tabs Steps to add ASP Page: 1. Create an ASP Page and add to the directory:  The default location For 32-bit (x86) system is C:\ProgramFiles\CRM\...  And for 64-bit (x64) system is C:\ProgramFiles(x86)\CRM\... 2. Log on to Sage CRM as Admin 3. Go to My Profile >...
  • Wiki Page: 720-18139 - Adding a block to the Interactive Dashboard using an ASP page

    Summary: Adding a block to the Interactive Dashboard using an ASP page Steps to add Content Block: As we can see in our previous article 720-18137 , We have added an ASP page in company Tab. Now in this article, we will add a content block using that ASP Page. 1. Log on to Sage CRM as Admin Go To My...