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  • Wiki Page: 492-16507 - How to: Restore the LeadCompanyScreen

    Summary: A customer may delete the Lead Company screen, and wish to restore it. Symptoms: Screens are hard-deleted when removed from CRM. There is no option for restoring screens within CRM when they are deleted. The screen will need to be restored directly on the database (if you have access to it)...
  • Wiki Page: 492-16907 - Creating views longer than 4000 characters

    Summary: In CRM, it is impossible to create a custom view longer than 3900 characters. A Maxlength property exists on the View Script field which prevents longer views from being entered. Cause: The restriction is imposed by a MaxLength property on the view textarea. The CuVi_ViewScript field on Custom_Views...
  • Wiki Page: 492-17147 - How to: Querying records using a Where clause in the client-side API

    Summary: It is possible to make SDATA requests using the client-side API. Some confusion may exist regarding the querying of records using a Where clause, as this function will always return a set of record objects. More information: In the following examples, we're using a Car entity, which has...
  • Wiki Page: 605-16247 - How to: Making the Certainty% not mandatory on the Opportunity summary screen

    Summary: On the main Opportunity screen, there is a field named Certainty%, defining the likelihood of a given opportunity to close successfully. By default, this is a required field. Should you wish to remove the required attribute from this field, there are a number of steps that must be followed....
  • 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: 605-16522 - How do you create calculated fields in Sage CRM?

    Summary: I require to make basic calculation between data entries via a form in Sage CRM. How do I perform these calculations? Resolution: Calculating fields can be used to perform basic mathematical operations. This solution discusses how to create a calculating field from within the Opportunity entity...
  • Wiki Page: 492-17148 - Missing buttons for Translations and Component Manager

    Summary: Users may find that they have no rights to the Translations and Component Manager menus under Administration -> Customisation . Cause: These options are not available to Info Manager Users. They only are available to System Administrators.
  • Wiki Page: 636-17149 - How To: Show the person types on the person records before customisation

    Summary: When viewing a person record, the person types selected are not on the screen. You need to customise the person before you can see what person types are selected. Resolution: There is a way of having a list of the types selected show up in a text field on the screen before it is customised....
  • Wiki Page: 492-17065 - Setting an onload event may result in a CRM screen not rendering

    Summary: Adding an onload event via a Custom Content script may result in a CRM page remaining blank after loading. This is caused by the script replacing the onload events. Symptoms: A customer added a Custom Content script in the following format: <script> window.onload = function(){ alert("The...
  • 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: 536-17275 - Issue with loading the eware method in Visual Studio

    Summary: You may encounter an issue using the CRM web service in Visual Studio (VS). In VS, the web service is added using the "Add Web Reference…" button. The error message that's reported in Visual Studio is "Method 'XYZ' cannot be reflected" and "There was...
  • Wiki Page: 492-17442 - .NET API: File not found error when using .NET 4.5

    Summary: Attempting to run a .NET DLL built using the Sage CRM .NET API and .NET 4.5 may result in an error being thrown in Sage CRM. Symptoms: The following error will be displayed: File not found: C:\Program Files (x86)\Sage\CRM\CRM\CustomDotNet\MyDLL.dll An error has occurred in a CRM .net customisation...
  • Wiki Page: 492-17512 - How to: Running performance tests on custom client-side scripts

    Summary: Those implementing Sage CRM may encounter issues around the performance of client-side JavaScript. These issues may be difficult to troubleshoot; while all major browsers include JavaScript profiling tools as part of their development tools, these may provide more information than is useful...
  • Wiki Page: 492-17545 - Tool: URL Compare - translating Sage CRM URL key values

    Summary: Sage CRM uses URL keys to define the system context. By this we mean the main entity type, as well as the individual entity record, and any secondary entity records that are currently being accessed by a user. A full description of how this works within the product is available here . Developers...
  • Wiki Page: 536-17627 - Scroll bar missing in IE in custom entity summary screen

    Summary: When opening a custom ASP page, the page does not load fully and when the page is resized, the vertical scroll bar is missing. Resolution: In one particular instance there was a malfunctioning custom content script on the screen the customer was navigating to. This script was referencing a field...
  • Wiki Page: 536-17539 - How can a secondary entity be converted to a primary in 7.2?

    Summary: A user has asked if there is a way to convert a secondary entity into a primary entity. Resolution: To make an Entity appear as a Primary Entity The entities that are shown as Primary Entities in the Administration -> Customisation screen have the field bord_primarytable set to 'Y'...
  • Wiki Page: 632-17617 - SQL Error shown when creating a company after changing field type

    Summary: A user edits a custom "Search Select Advance (Adv Search Select)" field that was created under the company entity. The user changes this SSA field to a selection field. Symptoms: The user then trys to create a company using the updated field but the following error message is shown...
  • Wiki Page: 632-17629 - Full field name not displayed in report content

    Summary: A user creates a field with a caption with 25 characters or more, for example in this case comp_superdupercompanyfield. When trying to add this field to a report the user cannot see the full name of this field: Cause: The cause of this issue is that the report "Select Column" window...
  • Wiki Page: 492-17871 - Unexpected event after adding field on secondary entity

    Summary: An issue may arise when a custom field is added to a Progress entity, and that same field is added to a summary screen in Sage CRM. Fields added to Progress tables need to also be added ("mirrored") to the parent entity. Symptoms: Consider the following example: An administrator adds...
  • Wiki Page: 492-17872 - Adding an entity's ID to a group

    Summary: It is possible to edit the metadata for a primary entity's ID field so that it can be used in groups. However, the ID will not then appear in the group contents. Editing the field's metadata through SQL is not supported, though a number of other methods exist for displaying unique IDs...
  • 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...