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  • 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: 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: 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 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: 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: 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: re Filters on my CRM communications screen

    I have defaulted my communications default filter status to "ALL" from "Pending". But everytime I log into CRM I need to click filter to show all my appointments, which is annyoying for all the users. Is there any fix to list all the appointments automatically when in the screen without...
  • Forum Thread: Filing E-mails and Creating a Communication

  • Forum Thread: Opportunity Communication View

    Hi I would like to know if there is a view available that links C ommunications to Opportunity? Because I want to write an Escalation rule for Communications, that uses an Opportunity field in the Where-clause. Thanks in advance, Robert
  • Forum Thread: Integrating Quotes into the Workflow process.

    Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently setting up an e-mail template to include these...
  • Forum Thread: Sage Calendar Columns

    Hello, Does anyone else have more than one employee put into their calendar? If so, do you know how to make it so that each appointment for each employee stays in its own column? Ex: Get all of the blue icons on the left and green icons on the right. First we thought the one that was created...
  • 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: Duplication of e-mails

    When e-mails are sent out of Sage CRM v7.1, two e-mail communications are created. How can this be turned off?
  • Forum Thread: CRM attachments for existing account creates new account

    Hi all, I've had this a couple of times now. A CRM account (Mr P Taylor) has had files attached to it in the past (held in dir C:\..\sage\attachments\M\Mr P Taylor ), and yet for some reason, new files attached to the same account are placed in a different directory (in this case, C:\...\sage...
  • Forum Thread: Put Panels beside each other

    Hi how can i put 2 panels beside each other????
  • Forum Thread: add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • Forum Thread: Automating Report Generation

    We have a need to run a report hourly and have that report saved, in excel format, to our sharepoint server. Is there a way that this, or any part of it, can be accomplished through Sage? I would even be OK if it would email the excel version of the report to specific users to have them post to SharePoint...
  • 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: 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?