View more results: All Community | User Community
  • 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: Call Stored Procedure from Create Script passing oppo ID

    I am beating my head up against a wall here as we are 90% to having this working. We have a simple store procedure that calulates the forecast based on a formula we use for the opportunities. Currently I am calling the stored procedure from table level scripts in the updaterecord function of the opportunity...
  • Forum Thread: Problem with Mail Merging

    HI All, yesterday I came across an issue with mail merging Mail Merge failed. Please contact your System Administrator This happens when I try to do a simple merge. Can anyone help? Thanks Adam
  • Forum Thread: HTML rendering in support.js file email.body in case_details field in Cases

    Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there are various ways to accomplish parsing the html...
  • Forum Reply: Re: Option to make the currency drop down list for a currency field readonly when Multicurrency is enabled in CRM

    We were not able to get this to work correctly. Although the field was indeed disabled with the default currency set, when the record was saved, the currency field did not display a value, it showed 'Currency not set'. Our workaround was to leave the currency dropdown enabled and remove the...
  • Forum Thread: Multiple phone numbers and reports

    Hi Our Sage CRM 7.1.c System has been customised to suit our specific requirements with regards to logging information about learners. Since the update to 7.1.c i have noticed that phone numbers are stored in a separate entity which means people can have more than one type of phone number. We...
  • Forum Thread: Sage CRM Views

    Hi All Im no expert when it comes to sql or sage crm for that matter so please excuse me if this is a stupid question, but is there a limit to the number of fields / tables that can be added / displayed in a view when created in the GUI of sage CRM The reason i ask is i have a view that brings...
  • 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: 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 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: 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: Advanced Search Select Field

    Hi Guys Im new to this forum so hope im posting this question in the right place, I am currently using a search select field to allow users to search for an address field, and to select it - this works fine, and I display address line 1, City and post code. The problem i have is that when a user...
  • Forum Thread: Filter Opportunities on My CRM

    I have a customer that has custom text field on the Opportunities screen off My CRM. This is a free form field. Customer wants the ability to filter off that field adding to Status, Stage and Territory. Has anybody else done this? thanks much mark
  • 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: Enable/Disable Fields using javascript in Custom Script

    Hi, I received a request to disable the address1 field under person. I have done so successfully BUT now I have an issue. When the user creates a new person in the CRM system they enter the first name and last name and then click the button to go to person details. Once there, they can fill...
  • 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: Change Button vs. Workflow

    Have a custom entity and wondering what would be the easiet way to remove the change button from the screen which would then force the end user to use the workflow. I tried going into the security profile and removing their edit rights but this made it so they workflow buttons would show up any longer...
  • Forum Thread: How to remove 'Type' in address panel ?

    Hello, Could anyone tell me how to remove 'Type' in address away ? Thanks. /Sokheng
  • 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