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  • Forum Reply: Re: How to pass values to next page by query string in sage crm

    Reply for this post............................
  • 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 Reply: Re: Security Profile

    HI Sean, I tried doing this by giving RemoveLookUp("102") i.e. RemoveLookUp("TeamID"). This will remove the particular Team from the Team dropdown list, But it is not effecting Opportunity Search screen. Opportunity find - will display all the opportunities of all the Teams. ...
  • Forum Thread: Sum of two fields value

    Hi All, I want to know whether is it possible to get the sum of 2 fields values and show it in the third field during the onchange? for example: field of A value + field of B value, the output should be shown in 3rd field value. i.e 3+4=7. But when I am doing the output is 34. it doesn't...
  • Forum Thread: ERP Integration

    I have installed Sage CRM 7.0 and Sage Accpac ERP 6.0. I have installed the Integration components. When I am trying to synchronise, it giving me an error as attached. I tried changing passwords of Administrator in ERP and CRM(Accpac Login) but still the issue persists.
  • 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: 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: Document Drop: Customization

    Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build in validation in file names or even to rename the files...
  • 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: Queryentity getting null or default values for most fields (Webservice)

    Dear Sirs, I'm using C# .Net and a Service Reference to run queries on CRM 7.1 API. The problem is that I get null (or default) values for most fields while running queryentity , query , etc. In the other hand, queryrecord works fine, although it's cumbersome as it forces me to specify each field...
  • 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: Having trouble setting up email and forwarding

    I have a "new lead" form that I need to forward to specific peoples' CRM and send them an email alert to them based on the type of product or service they are looking for. Having trouble figuring out the best way to make this happen. Any suggestions?
  • 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: Rollout of Sage CRM Outlook Plugin pre-requisites can ONLY be done manually?

    My company are looking at rolling out the Sage CRM Outlook plugin to 300 computers. The plugin requires the VSTOR40_x86.exe (Visual Studio for Office Runtime) which is an executable file and makes it unsuitable for GPO deployment. This means 300 manual installs! Completely rediculous and unacceptable;...
  • Forum Thread: Using Key Attributes in Reports

    I have Key Attributes that are against a Custom Entity, and would like to make these fields available for reporting. I have seen a blog post detailing how to get this to work, but I'm not sure I fully understand it. Can anyone tell me if this is possible when the Attributes are against a Custom Entity...
  • Forum Thread: Related person reporting

    Hello, We are using Related Persons at the company level to identify the individuals associated with company relationships. I am using the relatedpersonlist system action on a new tab to link individuals from other companies to specific companies. What I'm hoping to pull is a report that would...
  • Forum Thread: Calling a Stored Procedure with input parameter from table level script?

    Hi I am struggling with this one a little. Is it possible to call a stored procedure with an input parameter from a table level script. My script currently look as follows: var strSQL += "EXEC [spDoSomething] "+case_caseid; var myQuery = CRM.CreateQueryObj(strSQL,""...
  • Forum Thread: Google Calendar

    Is there a way to sync Sage CRM to google calendars?
  • Forum Thread: Two Emails (duplicates) Sent from When Only One User Does it.

    One guy in our office is working with a workflow that has a global re-assign rule that sends an email to whomever the new person assigned is. The workflow works correctly for everyone in my office, yet when he re-assigns it there are TWO emails sent instead of one! It's not the workflow because...
  • 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: Escalation Rule in Workflow to Close Opportunity

    CRM 6.2.i I currently have an escalation running in a workflow of mine that checks to see if all the quotes and orders are invoiced, checks to see that a field is NULL (so it doesn't keep repeating the escalation) and then it closes the opportunity (it sets the status to complete). What I want...
  • Forum Thread: Sage CRM Outlook Plugin - Add New Opportunities

    hello, We have been informed by a client that previously when using outlook with CRM they had the ability to add new opportunities etc.. within outlook. On the left hand panel in outlook there used to be an area that looked very similar to that in CRM. However we've installed the Outlook plugin...
  • Forum Thread: Escalation of Two Different Entities (dual escalation?)

    I have opportunities (orders) that are invoiced from accounting (in MAS) but then sit there and never get closed out, so I want to create an escalation rule to email me when an opportunity is ready to be closed. Here are the triggers: oppo_type = 'AfterMarket' oppo_opened > 1/1/12 oppo_stage...
  • 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...