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  • Blog Post: How to Sync Additional CRM Appointment/Task Details to Outlook Appointment/Task

    Here is a feature that I think you will find useful. It can help you to sync more fields from the Company/Person/Address entities of the CRM Appointment/Task to the Outlook Appointment/Task body. Below is an example of how you could acheive this. Adding the pers_emailaddress to the Outlook Appointment...
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  • Blog Post: CSV formats in CRM.

    Hello All, Today I'm going to explain the differences between the two CSV formats available in Sage CRM. When you are: generating reports, exporting find results to file or exporting group list to file you can find two CSV file formats: 'CSV', 'Excel CSV'. ...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • $contentType.Name: $content.Content.HtmlName('Web')

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  • $contentType.Name: $content.Content.HtmlName('Web')

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  • Forum Thread: Problems synching documents with Solo Client 7.0 SP1

    If I add a document via Document Drop, and then synchronise, the associated task appears in the CRM (non Solo) client. However, if I try and view the attachment, I get the message "Attachment Not Found". All three options are ticked in Synchronisation Options on the Solo Client. Any documents...
  • Forum Thread: Reporting Permissions

    Hi Is it possible to restrict access to reports by team, or is it simply by user. What options / restrictions can be applied? Thanks Adam
  • Forum Thread: What is the difference between the "Product" and "New Product" entities in SageCRM

    Hi, I'm trying to understand the differences between the "Product" and "New Product" entities in SageCRM (v7.0). Both tables have there fields start with prod_ (which could lead to potential name conflicts??) Also when we create a new field of the "Search Select...
  • Forum Thread: Error exporting reports to .xls or .xlsx when they contain an integer data type field

  • Forum Thread: Custom entity table in Search Select Advance

    Hi, Have created an table with the name Purchase Order. Want this table name to be listed in Search Select Advance as an Search Entity. I tried few things ,went thru few links but couldn't find proper solution. It would be great help if anyone tells me the steps. Thanks.
  • Forum Thread: Sage CRM 7.1 SP1 patch D1 - The Dashboard has experienced a problem. Please contact your System Administrator.

  • Forum Thread: Is it possible to connect a random document to any case?

    I have documents stored under the documents tab on the person entity. later I create a case and I want to link the documents stored under the documents tab on the person entity to the new created case. is that possible?
  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Thread: Compatibility with Windows XP

    Hi, We are facing a very unusual issue where all our window 7 OS computers are able to process Sage CRM very well, but computers loaded with XP OS are very slow to process the commands and takes unsually long time to open library files and even load the page. I am running Sage crm 7.0e version. Is...
  • Forum Thread: Using an ASP file to replace the Export to Word

    Hello! I need to get context-specific field values and map them in an ASP file instead of creating a template linked with the Export a quote to Word. For system reasons, the Epoxrt to Word from CRM is not an option. The project - Display the quote in a tab in the Quotes Tabs - formatted for our...
  • Forum Thread: sdata url / configuration test

    Hi All, I'm quite new to sage crm but i read a lot about sdata service. So far i'm not being able to access the service and it looks like i'm not getting url of the service right. I'm following below sdata help which is available online at http://interop.sage.com/daisy/sdata/AnatomyOfAnSDataURL...
  • Forum Thread: excel reports export problem after turning ON SSO

    Hi guys! My client wants that i created the reports for his needs, but after creating it he says that his excel reports isnt working. After restoring backup they dont work too. After some days, we decide to TURN OFF SSO and we saw that excel reports export was WORKING! So , the problem is in SSO. Where...
  • Forum Thread: Workflow for Orders

    Is there any simple way to create workflow for "Orders", like other primary entities, without using ASP pages in Sage CRM 7.0? We have a prospect looking for CRM to track their production and delivery of order in CRM. Any hint will be appreciated.
  • Forum Thread: Create Group

    Hi, The source view filed is blank when create group , the entity field is "Person or Company". i use Sage CRM 7.1c SQL Server 2008 R2 Regard,
  • Forum Thread: Call Stored Procedure from Create Script passing oppo ID

    I am beating my head up against a wall here as we are 90% to having this working. We have a simple store procedure that calulates the forecast based on a formula we use for the opportunities. Currently I am calling the stored procedure from table level scripts in the updaterecord function of the opportunity...
  • Forum Thread: HTML rendering in support.js file email.body in case_details field in Cases

    Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there are various ways to accomplish parsing the html...
  • Forum Thread: Issue with 7.1 Entity Linking in PersTopContent

    Hi, We recently upgraded our 6.2 environment to 7.1 (patch d) and have noticed that the entity linking, which appears in the PersTopContent, is not appearing. In 6.2, when a Person is linked to a Company (and therefore has a Person_Link record) the PersTopContent will display a hyperlink to the...