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  • Forum Thread: Autoresponse email not sending after upgrade to 6.2

    Hello, We recently upgraded from CRM 5.8 to 6.2 sp1 and the autoresponse to our incoming email mailbox stopped working. This is the config, I remade it all just in case but no luck there. ---This is in the system log when I restart the Email Manager service. May 24 2011 15:56:28.251 18664...
  • 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: Making "Inactive" Companies and Contacts Unselectable in a new Opportunity?

    I've got a problem that has now branched into a two-fer. Previously I wanted to make any companies that we weren't doing business NOT show up in a company search. I made the default search criteria "active" and then assigned old companies as "inactive" so they wouldn't...
  • Forum Thread: Step by Step Solution: Fixing SetIdentityColumn failed error

    Hello World, Here is a solution for the error " SetIdentityColumn failed" in Sage CRM. Steps for going ahead in fixing the issue: 1. Assume that you are creating a table in Sage CRM by ( Assumptions ) a. Going to – Administration – Advanced Customization...
  • Forum Thread: Removing Global Rules After Workflow is Complete

    I have a workflow with global rules and to keep the employees from clicking on them after the Opportunity is complete, I would like to make them not visible at this last state of my workflow. How is this accomplished? (Maybe some code that says if oppo_stage = "complete", then global rule "Lost...
  • Forum Thread: Adding days to a date using OnChange Script

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  • 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: 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 Thread: Restrictor between fields

    Who I can make a restrictor between (field from team select) and (field from user select) .
  • Forum Thread: Sage CRM 7.1 SP1 patch D1 - The Dashboard has experienced a problem. Please contact your System Administrator.

  • 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: Checkbox validation

    Hi I want to validate if a checkbox field is ticked. But for some reason I am not able to make use of the standard validation script here. field name to be validated = 'oppo_invoiceattached' field type = checkbox db value when ticked = 'Y' db value when unticked (default) = NULL...
  • 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: Impersonate User error messages in CRM system log

    Every 10 minutes, we have a Windows Scheduled Task kick off a .BAT file, which in turn runs CScript.exe (out of the C:\Windows\SysWOW64 folder) to execute a JavaScript that logs in to CRM (1) and does things, including sending emails using CDO (2). We are getting unexplained error messages in the CRM...
  • 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: 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: 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: (Solved) Disable an Advance Search Field

    Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on an advanced search field. Example: When oppo_location...
  • 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: Customer Service - Email to Case

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  • Forum Thread: Removing None option from dropdown

    Hi All, In Sage by default,a dropdown field gets created with '--None--' as an option.Can anyone pls tell me a way i could hide it.I have other values in the dropdown added from front-end and in future i might add more values or delete existing.But i want the this none option never to be shown...
  • Forum Thread: Hiding Workflow rules from certain territories

    Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are below; var intUserID = CurrentUser.user_PrimaryTerritory;...
  • 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: JavaScript E-mail Management Template - MainAction ()

    Hi everyone, I am currently analyzing the Support.js to adapt it to create a lead from an e-mail instead of a case. But I am struggling to figure out how the MainAction() function works. I understand that you do not have to declare it, and that it gets called automatically, but how does it know what...