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  • Blog Post: Talking About Customers ? Focusing squarely on customers is more like it ...

    Here in the UK, the global downturn has brought the challenges of business failure into the everyday media. Nowhere has this downturn been more apparent than among small and mid-sized businesses (SMBs) - Sage UK's traditional heartland. Smaller businesses have seen a slowing customer demand &...
  • Blog Post: Innovation in business - making CRM work even better

    Since I last wrote, the idea of creativity in business has been swirling around in my mind. The current economic conditions are driving our customers to think more about WHAT they sell - what are the top products, what else could we sell to existing customers, etc. Trouble is, that thinking really...
  • Forum Thread: Workflow progress for custom entity adding progress twice

    I have created a custom entity in CRM 6.2, enabled and created workflow. every thing is working fine. The only issue i am getting is workflow progress tracking. when i press first rule button it adds 2 tracking records. Like rule button is "Assign to team member" and i display field for...
  • 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: Crystal Reports supported version?

    Ok trying to figure something out as I am alittle confussed here on what is supported by who :) Let me explain Currently our Vendor has our CRM 200 7.0e (soon to be 7.1 sp1) running on a Windows 2003 server using CR X on app and 2005 sql on DB. We are in the process of bringing our system in house...
  • 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: 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: Filtering Invoice Numbers after Company Name has been Entered in a Case

    My company has been working in the Sage CRM Demo in preparation to switch all our reports and sales information to the Sage CRM system. We have created Cases for our Sales Reps to enter information in to when they deal with a customer/company. They start by entering a company which will automatically...
  • Forum Thread: Wave Activity Field Appearing Mysteriously

    On my opportunity creation, In the details box I have this "Wave Activity" field that doesn't belong. When I go to the screen to take the field out, it's not there! Is there another method to find and remove it from the Details Box? (Without deleting the field entirely...
  • Forum Thread: Searching Using Fields from Different Entities (or how to coding an escalation rule)

    In order to further make our search criteria more accurate, I would like to include fields from the Orders Entity. Currently our opportunity search screen looks like this: (kinda small, but it's just the regular opportunity search screen). At a certain point our orders get invoiced by accounting...
  • Forum Reply: Re: Two meeting too much & Auto-complete Appointments? Appointments are always stuck in "Pending."

    Thank you for the suggestion! Actually, there is a Mass Update on my Communication. Strange thing is that on my CRM Mass Update shows up when I execute a saved search. And you're right, the "Demo" was changed to "Confirmed Meeting." So I did a search for action: Demo...
  • 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: Problems with Order By, Column Names, Cell Sizes in Reports

    Crystal Reports with CRM 6.2.i I've got a view created for a report (just your basic stuff with a few LEFT JOINS thrown in). The problem is that the Opportunity Name isn't Alphabetical! It should be A ~ D ~ E ~ I. Even if it's descending or ascending, the order is not right. ...
  • Forum Thread: Filtering Reports on Current User as a Field, not Assigned User

    I've got an excellent report for our Project Management team; it print current projects (opportunities) listed by stage, has relationship names and notes, it's beautiful. When there's a management meeting they can print it off, walk into the meeting and bring everyone up to date on all the...
  • Forum Thread: MAS Salesperson Number field not attached to CRM Account Manager

    Here's a stumper: I've got a field in MAS, "salesperson number" that is currently carried over to CRM. There's also a field in CRM (Account Manager). The initial idea was to associate the MAS salesperson number to the CRM Account Manager field, which has the list of our sales...
  • Forum Thread: Adding Lead to the Tied Fields on the Regarding Field

    CRM version 6.2.i I've seen a few articles about adding other user-created entities to a linked field, but I can't quite figure out why Lead isn't available for linking. Our sales staff creates leads to develop into opportunities. Before they become opportunities the lead must be nurtured...
  • Forum Thread: How to remove 3 blocks

    I'd like to remove 3 blocks from "new person" form. Could you give some advice,Thank you in advance. Three Blocks are address,phone and email respectively.
  • Forum Thread: Hide One Field with Other Field Selection

    I have a field called oppo_type that has the code on it: var idval = Values("key27"); if(idval == '10200'){ DefaultValue = 'Service'; } else if(idval == '10193'){ DefaultValue = 'AfterMarket'; } This way when someone selects a new Service...
  • 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 :/
  • Forum Thread: Outlook Plugin using HTTPS

    Hi all Does anyone have any experience using the outlook plugin over HTTPS. My issue is, I can't use the plug-in with an external address when using HTTPS but I can using HTTP. The scenario is we have an office that isn't connected to our LAN that use CRM and the outlook integration...
  • Forum Thread: CRM.GetContextInfo on custom entity workflow rule

    In workflows and escalation rules, CRM.GetContextInfo does not seem to work on custom entities. It kicks me out. Im trying to put a condition on a rule so that it only displays when the user = approver. The syntax I used is below.. but what syntax do I need to use to overcome the GetContextInfo problem...
  • Forum Thread: Adding Field to user screen

    I was wondering if anyone had any wise tips on how it might be possible to add a field to the users screen in the admin section. We have a situation where we would like to track some additional information on each user. I am able to add the field to the users entity (table) with no issues but can't...
  • Forum Thread: How do we export "Person" and "Case" data, along with associated communications and documents out of Sage. I need it in csv format.

    I need to move a complete copy, in csv format out of sage. Any suggestions?