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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: How to get the eWare Record object of a filtered list ?

    Hello everyone, I'm trying to make an ASP Page with a Quote List filtered by the Created Date Field. I've my list and my filter box wich are working very well. Now wath I would like is to calculate the total value of the quotes selected in the list and set a field but I do not know how...
  • Forum Reply: Re: Detailed error in CRM 7.1

    Has someone any suggestion about this? Maybe there is another place to configure?
  • Forum Thread: Question of RowsPerScreen

    Hi, I set “RowsPerScreen=8” on my customized page, but nothing to change. The screen still show 10 rows follow by user profile settings. Thank you in advance. Coding example containerpls = CRM.GetBlock('container'); var blockpls= CRM.GetBlock('plskeyperson'...
  • Forum Thread: Hi all

    hi, my problem is when create secondary entity the workflow didn't display i am do every thing like passing parameter and add field workflow id ......................etc
  • Forum Thread: Hot Keys on Custom buttons on ASP Pages?

    Hi, How can we add hot keys for custom buttons in ASP pages called in CRM. For example if there is a button ' P rint' , then keys 'Alt + P' should do the action of the Button instead of using mouse. Thanks in Advance,
  • Forum Thread: Custom ASP page does not show tabs

    Hello, I made a new table in CRM, added some screens and so on, as I did with other table previously. My entry page shows a list of records, and it's called from the main entity by clicking on a tab. All works fine, except when I click the tab, my summary screen appears, but tabs on top are gone...
  • Forum Thread: Custom Entity Link from Communications Regarding field

    Sage CRM v7.0.d.2 Custom entity called Service created using the Advanced Customization Wizard Customization is done using .net, service.dll has a RunDataPage method The Service entity has communications The comm_serviceid field is a Search Select Advanced field that works Find Service is available in...
  • Forum Thread: Export Issue/Error since 7.1 TOMCAT

    Is there any hope that with the next patch there will be a fix for the number of records that can be exported? Since the 7.1 was released anytime we try to export records off the opportunity summary view of approx 900 or more it errors out and I have reported this to the local SAGE office back this fall...
  • Forum Thread: How to send email with attached doc using COM API?

    Hello All, I was able to use the below code posted by Jeff in the article to send an email using COM API. But not able to attach documents...
  • Forum Thread: Currency Symbol not displayed properly..!

    Hi, I create a Custom entity called "Bank Details". And added 'Currency Symbol' data type field. At the time New/Edit page that currency symbol field not displayed properly except '$' symbol. Any one please help on this..!
  • Forum Thread: Accpac integration hanging on win 2008

    Hi All. I have a new install of CRM 7.1 on a 64 bit win2008 server, and cannot get the integration to run. What happens is if I click the accpac setup, I can specify the company, server etc, but if I go to syncronise tables when I click syncronise, it hangs. I can click off to do other...
  • Forum Thread: Adding Buttons to Call a Crystal Report

    We need to add a button to the Quote Summary screen. The function of the button would be to call a Crystal Report. Need to grab the SID, the keys, etc. The solutions I have seen offered here are 1) creating our own CSS within CRM reports or 2) using FOP, but I don't have that skill set. ...
  • 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: How to create views for my secondary entity?

    Hi , Please kindly ignore me if am asking some silly questions?I have created one new secondary entity.I added one field says "field1". I created find screen.I am having the field1 values in another table under the field names "external_field1" in different database. Now...
  • Forum Thread: Detailed error in CRM 7.1

    I'm working on ASP file that runs under CRM 7.1 and if there is any error on that file (e.g., syntax error), the browser gives "Error 500". I unchecked "Show friendly HTTP error messages" in IE and set to "Detailed errors" in IIS, as it is described here , and now error...
  • 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: how to redirect my aspx page to (ASP) sage find page

    Hi all, I want to redirect my aspx page into my custom entity find page. Please guide me as how to do this? Thanks in advance Jenifa P
  • Forum Thread: Creating Print Button to merge template

    Hi, Can you help please, we are using Sagecrm 6.2, I want to create a print Button on the case summary Page that when pressed will automatically merge and print a template from within CRM. I also want to avoid step1, Choose letter option, and just print! Thanks
  • Forum Thread: Cancel Button sage crm

    Hi, i wanna as about Cancel Button What is the ASP Code Or Code In Location that Cach the Cancelation when press cancel how to detect that cancel button pressed thanks
  • Forum Thread: Clone Opportunity ?

    We have a need for having the ability to clone a opportunity and wondering if this was possible or anyone had any sample scripts to point me in the right direction? I know it is possible as we have some custom entites that we are already doing this with. I wonder if there was a simple way to add a button...
  • 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: CRM Workflow - Edit Email Before Sending

    Hi There, I am trying to develop a Company Workflow, of which the following is a part: Change some fields ---> Send an email ---> Change some more fields (this step may happen several days later) The email that is sent is a standard template, but it needs to be amended by the user prior to sending...