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  • Forum Thread: Copy Workflow

    Hi, Is there a script or some method of copying a workflow? I want to make a copy of a workflow and work on the copy.. That way I can have a backup workflow that I can re-activate if the new one does not work. It is a very large workflow and I dont want to have to recreate it again.
  • 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 https://community.sagecrm.com/user_community/f/84/p/4582/10862.aspx https://community.sagecrm.com/partner_community...
  • Forum Thread: Scripts in E-mail recipient fields

    Hi Can you enter scripts into the e-mail recipient fields to return a user? I want to use the Send E-mail functionality in my Lead Workflow, whenever leads get re-assigned, to notify the relevant Territory Manager that leads have been reassigned to their Sales Consultants. To illustrate what...
  • 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: 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: 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: 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: 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: Incompatibility Problems with Sage CRM 7.0e on Windows Server 2008 R2

    Hi There I have just recently installed 7.0e on Windows Server 2008 R2, namely SBS 2011 (the existing database came off a SBS 2003 using SQL server 2005) - as our old SBS 2003 machine died a death. After some initial messing around with the 32bit/64 bit settings on IIS, I got it to install. However...
  • Forum Thread: Escalations: Send e-mail to users using #fields# not working since upgrade to 7.1c

    Since the upgrade to 7.1c, e-mails from escalations & workflows are not being sent to #lead_assigneduserid#, #lead_createdby#, #lead_updatedby# etc. This seriously limits the funtionality of our SageCRM system. However, the e-mails ARE sent to #user_userid#, #cmli_comm_userid#, #oppo_assigneduserid#...
  • 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: 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 Reply: Re: responds from windows event.

    Dear Jeff, First of all, Many thanks for your reply. Second of all, I pasted the below message from CRM Logs, That maybe easy for you to judge the problem. CRM log of "20120628ewaresql" june 28 2012 10:21:03.404 3068 2552 1 fselectsql,time,sql,errormsg 0 select * from vSummaryCompany...
  • Forum Thread: Create a new lead workflow

    Hello, I create a new lead workflow but not appear in lead summary. the new workflow lead is active and the old workflow lead is not active. And the first state type in the workflow is "Primary Rule" and the table or view is "Lead". But the lead_workflowid is NULL in the...
  • Forum Thread: Getting Field generated Case Reference ID in CreateScript

    Hi Is there a way on the New Case screen to get the generated Case_referenceid in the CreateScript for another field. What I need to do is have a caption link to an external site. The link will for instance be www.testsite.com?case=1-12345 This will have to be for all cases, new and existing...
  • Forum Thread: SLA warning flags not displaying

    case_color1 in vlistcases defines cases sla warning flag right??Well its not happening in my case.Even though the field case_color1 changes from Green to Amber to Red for my cases,its still does not show the change of images or colors in front-end.It just shows the field as blank.No image. Is this...
  • 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: Best practice and SQL 2012 entity size

    A quick question about best practise, maximum entity size, and SQL 2012. We are currently redeveloping our implementation of CRM and in our Oppo entity we will have circa 100 fields at release and I know, due to the demanding and changing requirements of the companies we integrate with, this number will...
  • Forum Thread: Count from table coming wrong using COM API

    Hi, I'm facing an issue using COM API.I'm trying to return entire table count from a couple of Tables say Person,Opportunity,etc. My code is as follows. var Query = CRM.CreateQueryObj("select count(*) as VALUE from person"); Query.SelectSQL(); var count= Query ("VALUE"...
  • Forum Thread: upgrade of 6.2 to 7.1 questions

    I have a 2003 server running SAGE CRM 6.2g that is fully patched will all serivce packs and patches running SQL 2000 SP4 , it is very slow I have reindexed the DB truncated the logs ect and it is still slow , I have desided to build a new server and I have an 2008 R2 and SQL 2008 , what is the...
  • Forum Thread: alignment from left to right?????

    Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/