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  • Forum Thread: How to make the Nots Tab the default tab in a Person Find in Sage CRM

    Does anybody know how to force Sage CRM to show the Notes tab in the Person Record, rather than the Summary Tab, whcih appears to be the default Thanks Phil Gordon
  • Forum Reply: Re: Security Profile

    Hi Sean, In our client system as they have alreay entered too many records it may be bit difficult to change the structure now. As an altenative In the Find screen, is it possible to restrict the Team to "User Primary and Dispaly Team's" through any script, so that it will display only...
  • Forum Reply: Re: Security Profile

    HI Sean, In my search Opportunity screen i have added 'Oppo_channelid' field i.e Team field in Opportunity screen. And In the create script i tried by adding the below script in the 'Oppo_channelid' field. But it was showing error because of the [chan_channelid_length] field. In the...
  • Forum Thread: Adding email in Primary Rule in opportunity creation increasing time of opportunity creation.

    I created a workflow and it worked great. Clicking save moved it right along. The people that the opportunity was assigned to wanted to have an email sent to them when a new opportunity was created for them. So I added a template that sent an email to the person assigned the opportunity. Now when...
  • Forum Thread: order and orderlines from the self-service interface

    Hello, Is that possible please create order and order lines from the self-service interface . If any of you can give me an example for creating order thank you very much
  • Forum Thread: Unlock user Issue

    Hi All, In CRM7.0 one of the user account is locked. I just Unlock that user and it was Unlocked. But when I try to logon with the unlocked username Case workflow is not working(Workflow action button's in the right side of newly created case summary page is not shown but workflow is Activated...
  • Forum Thread: Imports Sage Accpac Customers

    Hi , Can I constrain Accpac Customers when imports it from CRM? Ex: Get all customers from Accpac who is Group Code = 100. Thanks
  • Forum Thread: Gadget Error Message - "An error occurred attempting to process the gadget"

    Hi There, I'm a new user to the site, so sorry if I've posted this in the wrong area but I am sys admin on newly upgraded and patched 7.2 crm, and have created some dashboards for our users. On two of the dashboards, some users are experiencing the "an error occurred attempting to process...
  • Forum Thread: Integration accpac????????

    i want to make intgration for .net system with accpac 5.5 when i start recording option and go to recipt screen if the item serial i try to enter serials put the recorder cant record serial ????? can any one help me by give me view name or any other help????????
  • Forum Thread: Setting Specific Field Values on Opportunity (Workflow) Selection

    My issue has been that when creating a new opportunity in a workflow, it won't let me set the oppo_type to anything when the action is set up in the primary rule. At any other time in the life of the workflow I want to change the Details box oppo_type, it will let me, just not in that first Rule...
  • 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: Remove grouped

  • Forum Thread: Changing collation from Latin_General_CI_AS to SQL_Latin1_General_CP1_CI_AS

    We have installed SageCRM. The standard collation is Latin_General_CI_AS. Was need to key in also arabic characters into database. So I changed the collation of the database to SQL_Latin1_General_CP1_CI_AS. After the change of collation, I cannot log into CRM, as its giving 'recreate views manually'...
  • Forum Thread: How can I export CRM data to existing Excel spreadsheet

    We have an existing Excel template that we use internally through many different departments in our company, and it is essential for us to continue using it. I am trying to find a way to take the data from some of the fields on the CRM Opportunity screen, and essentially "mail merge" or marry...
  • 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: Opportunity Fields Set to Read-Only

    CRM 6.2.i I have two fields, oppo_type and oppo_status that is locked in read-only even though it says to be readable and writeable by my security profile (Unrestricted Profle). I know it's not my account specifically (our admin account and others with Unrestricted Profile cannot edit the fields...
  • Forum Thread: Creating a New Field for Selection in Emails.

    I want to create a field that uses our users and their emails. Right now there's only a handful of fields (shown below) for each opportunity. Currently, when I create an email template I can select "--Opportunity-- Assigned To-"- or "--Company-- Account Manager--." I want to...
  • Forum Thread: Specifying Product Totals in an Opportunity Based on Manufacturer

    Sage 6.2.i Here's a fun one! We have MAS integrated with our CRM, and in MAS we use UDFs (User Defined Fields) to track our products based on manufacturers. What I've been charged to do is to find a way for the opportunity creators to track the numbers for reporting purposes, and be...
  • Forum Thread: Communication for Filing E-mails

    I would like to be able to file an e-mail from within Outlook to CRM but have the option of creating a communication associated with the e-mail. Is it possible to give the option of creating a communication when filing an e-mail? I would like the e-mail to be in the documents tab, but not have a communication...
  • Forum Thread: Scheduling mass email in Sage CRM 7.0

    Hi, I’m a Sage CRM consultant and I just got a request from one of my customer that I’m not sure how to answer. They want to do mass emailing (one email blast to about 1200 contacts) from Sage CRM. Now I am concerned that they will get black listed is the email blast is not managed...
  • Forum Thread: Escalation and Notification of an Approaching Due Date

    I want to create an escalation rule that will take the date field oppo_date and if it's 3 days or less until that date to notify the assigned user. A few conditions: oppo_status is not complete (so it doesn't bring back finished oppportunities). oppo_opened must be with 1/1/12 or newer...
  • Forum Thread: Updating linked Entity in Workflow

    Hi, I have a scenario where I have created a Custom Entity called Project and the Project has linked Opportunities. The idea being that ultimately, one of the linked Opportunities will 'Win' and the others 'Lose'. I have created a workflow for my Project Entity to monitor the status...
  • Forum Thread: Changing a field to not required if another field has a specific value

    Hello everyone. First off, this is my first customer project after visiting the sage crm seminars, so don't hit on me too hard. What I want to achieve is, that when a new company is created in sage crm and the comp_type is set to supplier, then the person last name is set to not required. Person...
  • 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: Is it safe to insert/update CRM data directly in the database?

    We have started to extend our Sage CRM system by creating various external applications and websites that read and insert directly to the Sage CRM database (we are using SQL Server 2008 R2). We are not using the sage web service to read/write data, we are connected to the database directly. My question...