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  • Forum Thread: Changing a Person of a Communication

    Hi @ all We ha e a strange problem, whitch we could not fix.. When ever we want to change a Person of a Communication the changes are not saved. We do this in the detail view of the Communication and there is a message " The field is already assigned . Would you like to reset the results?"...
  • Forum Thread: Email not Saving as Communications

    When I try to log a communication (ie. Email out) referring to a specific company the communication does not get logged. For example: One sales is emailing about a company (quote/order/project/bid) to another person in the office. There’s no way to tie the email to the company. If I have...
  • Forum Thread: Group Reports

    Is there a way to run communication/activity reports for particular Groups?
  • 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: Default person on Communications

    When creating a communications for a company is there any way to set the person to the companies default person. At the moment is seems to pull in the last person we looked at. If we create the communications on the person then it still needs to assign it to that person and not the default. Thanks...
  • Forum Thread: Communication security, view rights not checked against opportunity?

    All records have the same territory, and the user has the same home territory. The profile for the user (Sales Support) has home territory view rights to Company, and Person, and Communication. As expected, the user can view Communications entered directly against a company (ie not related to a...
  • Forum Thread: Communication Default Filter

    Hi, By default the communications tab on the Company only shows "In Progress" communications. We tried to change this to show all communications by modifying the Communication Filter Box and adding the following code to the Create Script of the Status field: DefaultValue= "All";...
  • Forum Thread: How do you add a New Appointment button to a group?

    I need to schedule recurring appointments (our organizations custom translation for Appointment is Marketing Communication) for several hundred People in CRM, which would take forever. I want to be able to quickly schedule for all of them. I see on the group screen there is a New Task button (our translation...
  • Forum Thread: Adding Notes To Inbound (or Outbound) Email Saved Via Outlook Integration

    I'm wondering if anyone has either created a work-around solution or has a better method for the following: We have several clients who use the Outlook integration to save emails as communications. These emails save perfectly and can be seen on Communications and opened. The problem arises...
  • Forum Reply: Re: Document Permissions

    Hello Luku, The user has gone back to the document and opened the link to view the attached document recorded in CRM and they are unable to Delete the entry - is this correct? Is this a Shared Document (using the My CRM Shared Documents tab) or a Document attached to a Company, Person, Case or an...
  • Forum Thread: Chart Duplication

    hi all, this chart give me duplicate data i cant solve it any help ???????????and the code shown var strSQL = "select count(mesh_membershipid) as 'mycount', 'Class 1000' as 'mytype' from membership where mesh_class=0 union select count(mesh_membershipid) as 'mycount'...
  • Forum Thread: Access base Field .NET

    I have the base screen in .net sage crm how can i access the field in the screen???????????? and give it caption or onchange or .....etc how r u Jeff??
  • Forum Thread: Change the user list to the related team users

    How can I change the list of users in the email screen some how each user just see his own team users not all the users. In fact I want to restrict the users not to be able to send email to any body which is not in their team I couldn't find any customize screen hyperlink on the email screen....
  • Forum Thread: How can I remove the scheduling created with Step 3 - new document from template

    If I create a new document (with a person), in step 3 a scheduling is created. After the document is done, there are two entrys: One in "Communications" and one in "Documents". Is it possible to get only the "Documents" entry? Leaving the "Create Communication"...
  • Forum Thread: Clicking Send Email in CRM 7.0d running in IE9 browser randomly crashes

    Many times I just finish a long email, and click send. IE9 unexpectedly stops working, searches for fix to problem and then restores my email window back to where I was, but the body of the email is GONE, and I need to retype. Other times it still crashes, but if I'm lucky, the email shows as...
  • Forum Thread: Using Create Script to display a Count of Communication Records in a Field

    I have a field in my Opportunity entity called "No. of Demos", which should display the count of demo-type communication records related to that Opportunity (which are not cancelled). My create script does not work yet, but so far looks something like this: OppoId = CRM.GetContextInfo...
  • Forum Thread: Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Forum Reply: Re: Opportunity Communication View

    Toby.Prince vListCommunicationOpportunity Thanks Toby, but this view does not exist... also checked under Administration / Customization / Communications / Views , and the view you describe above is not listed.
  • Forum Thread: Error after upgrading, An error occured saving the document to the document library

    Hello, After upgrading to SAGE CRM 7.0d1 we have this error while mailmerging. An error occured saving the document to the document library Errorcode: 32 Error text: An error occured saving the document to the document library Your document is still available as C:\Users\MICHEL~1\AppData\Local...
  • Forum Thread: Saving appointement problem

    Hi, I'm facing a problem with appointements, when I access Calendar tab (My CRM) trying to add a new appointement, filling all the fields, but once i click on "Save", the page just refresh and doesn't save anything. could someone help me. Thanks in advance.
  • Forum Thread: Change field value oppo_targetclose from communication

    Hi, my customer is all about the field oppo_targetclose. All opportunities need to have this date an all actions are sceduled with it. There is no workflow. If it comes to commnications belonging to an opportunity, the customer wants to change the oppo_targestclose value directly on the communication...
  • Forum Thread: assign text of search advanced addres to location text box

    I have a similar problem. I created a new Comm_link field as cmli_addressid with a field type of Search Select Advanced with Address entity. It's working fine, but I wish asign the text of the textbox to another field of communication "comm_location" or "comm_subject"...
  • Forum Thread: exporting a list

    How do I pull a list in CRM that leaves a communication note/task/todo- completed. Example. I want to pull my monthly newsletter list each month with updated contacts that have my newsletter box checked and at the same time I want it to automatically leave a communication on each one of those contacts...
  • 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: Past Due Communications on Dashboard

    I created a saved search that I thought would display all of a user's past due Communications. (Image below of how I set it up) The problem is, this only shows any outstanding Communications from the previous day. If I change the settings, I can see Pending Communications from the previous...