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  • 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: 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: 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: Changing the sorting order in A/R inquiry page

    Is there any metohd for changing the sorting order on A/R inquiry screen. I went through the codes in AR_inquiry.asp page but I couldn't find any command for sorting over there. Right now the page is sorted according to document number but our customer want to see it according to document date...
  • 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: how to add the asp file in Escalation Customization

    How add the Escalation Customization to add the asp file and how it's works
  • Forum Thread: Cases - summary page adding icons

    We have a simple cases workflow enabled. We wish to add an icon to the summary page to print the details of the current case. I am able to do this in other areas of crm where there is an .asp page, but there is no cases asp page. can anyone help? Thanks Richard
  • 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: Why my Custom Content field can content only a few line of script ?

    Hello, Can anyone tell me why my Custom Content field in screen design page can content a few line of script? I cannot even past all script get from community. Is it has field length limitation of this Custom Content can be set to more or less? Best Regards, /Sokheng
  • Forum Thread: Putting Panels/Blocks next to each other (controlling gaps between them)

    Hi, I am trying to create a custom communication screen in ASP but having difficulties in spacing the panels of Details and Scheduling. Is there a way to control how much space to be put in between the two panels? It seems like the spacing of the two panels are controlled by the CommWebPicker...
  • 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 Thread: I have questions as following

    Hello! I have questions as following 1. I can see Orders and Quotes in Customization (in Administration) like the image after installing 7.1h version Demo. But I can't find them(Orders and Quotes) after bought and installed 7.1h official version. We don't know there is a problem with installation...
  • Forum Thread: eWare error messages [SetIdentityColumn failed]

    Hello all. Recently I developed a custom ASP to insert some data on a new entity. To accomplish this I just made an ASP from another one already working. Unfortunately the new ASP does not work, and I got a message regarding the ID key. While I'm not directly looking for help on this particular...
  • Forum Thread: How to set SSA field value in entry screen page?

    Hello. I have an entry screen which is used in many places. The SSA field data inside the screen will also flexible to the place. e.g: Payment entry page. It can be open by click "New" button in MainMenu. The page will keep all field blank. One more way Page also can be clicked open from...
  • Forum Thread: Passing Key in URL Custom Entity ASP

    I am having a issue with creating a URL string with the proper keys. I have a custom .asp page and if I call it from a tab all the keys carry over correctly as I had planned example working URL passing correct keys and ID SID=81974805963075&Key0=58&Key1=97&Key2= 106092&Key37=6009&Key50...
  • Forum Thread: Disturbing Problem URL REWRITE ERROR

    URL REWRITE ERROR each time when i see this error i am pray for the god to help me :( i tried all solutions here in community but not solved yet when i go to log file in setup directory for CRM i found this Line ERROR: Sdata URL not working. http://localhost/sdata/crmj/sagecrm...
  • Forum Thread: Converting a CRM Date field into mm/dd/yyyy.

    Hey All! I have scanned the posts and cannot find an answer for this one.... I am within the <%%> in an ASP file and have the include files in place. I am not using any CRM blocks. This file - and subsequent screen output - is formatted to look like, print, and/or save to PDF as our quote...
  • Forum Thread: CTI

    hi i installed CTI snd everything is ok but when try to see telephony server in mmc to config and connect it to phone line the is no telephony server found how to enable it ??????? thanks
  • Forum Reply: Re: Adding Communications to Outbound Call List

    I have been struggling trying to create the asp to handle this. Is the correct order to call the container object, then call the communicationgrid, and then populate the grid using the context info that I inserted into a variable as the parameter argument?
  • Forum Thread: Programmatically create new task

    Hello, I just wanted, from my ASP page, to create a new task for current company, changing subject, start and finish time, task type and so on. After adding a custom record in the ASP page, wanted to create a related task. Thanks Francisco
  • Forum Thread: Dashboard Error Solution

    try this to solve this problem its one of many solutions 1-enter this link to browser C:\Program Files\Sage\CRM\Services\IISUtils\CRMRewriter\Default.aspx if 404 error or 500 apear you must go cmd and run it as administrator the write this command %windir%\Microsoft.NET\Framework\v4.0.30319...
  • Forum Thread: Put Panels beside each other

    Hi how can i put 2 panels beside each other????
  • Forum Thread: How to add or remove tab from MyCRM

    Hello, Can anyone tell me how can i removed existing tab away from MyCRM or TeamCRM ? and How to add a tab for custom Entity in those two main menu tab too. Thank. /Sokheng
  • Forum Thread: add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work