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I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced). The sorting is always on the view field for the SSA field in alphabetical order. You cannot change that. But you can change which field is used for the view field. How...

This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization Wizard. I needed to create a secondary...

Summary: Following an external RecordAnchor link to a specific record in CRM causes you to arrive at the Communications tab. Symptoms: The issue can be reproduced by creating a new email template using the #recordanchor# tag. For argument's sake, we'll use the Company entity. The mail body will...

Summary: Using the multiplication operator (*) with SeletSql() causes an error. Steps to Reproduce: 1. Add the attached custom APS page (TESTmulti.asp) to a menu (e.g. the User menu). 2. Run it. It should display a list of quotes created by the current user. Expected result: The quotes displayed should...

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)...

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...

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...

Summary: New Primary entity created with an underscore included in the name, 'Call_Log' for example. Symptoms: Some Dashboard gadgets not working, the list gadget is one. Cause: There seems to be a problem with primary entities containing an underscore in the name. Resolution: Do not use an underscore...

Summary: Problem showing logs for table level scripts. Symptoms: If a new table level script is created and when editing the script 'show logs' is pressed, a new tab will open asking the user to log in again. Resolution: Check the log files in the program files instead of on CRM More information...

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...

Summary: An issue with early patches of 7.2 where custom ASP pages with embeded URLs are not scrolling correctly on the iPad. A simple example of such an asp page is detailed below. Tested on iPad 4th Gen, Safari with iOS 6.1.3. ASP code: --------------------------------------------------------- <...

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....

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...

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...

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.

Summary: Custom date fields are changing date if included in a workflow rule in certain timezones Symptoms: If a custom "date only" field is included in a workflow rule in certain timezones the date will change when the workflow action is pressed on a sample record. Status: This has been stated...

Summary: Some fields appear as if they are outside the screens they are supposed to be contained in. Symptoms: Fields that have 2 rows on a new line at the bottom of a screen will appear as if they are not in the screen. The fields look as if they are not inside the border of the screen: More information...

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....

Summary: When working with Sage CRM, you may find that you have need for a Base64 encoder / decoder. While these tools are readily available online, concerns may be raised as to whether or not these tools store the decoded information. Since Base64-encoding is typically used for usernames and passwords...

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...

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...

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...

Summary: Adding a custom tab with an action of customurl , and setting it to open in a new window may result in an error message being displayed. Symptoms: On selecting the custom tab, the script error below will appear either onscreen, or in the developer console: Message: Unable to get property 'SelectNewWin'...

Summary: Validation errors may appear as a result of hiding required fields using a client-side script. More information: Depending on the field type and the validation that is causing the issue, the specific field that is causing the problem may not be referenced explicitly. A typical example of this...

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...