View more results: All Community | User Community
  • Forum Reply: Re: Deleting email Logos from CRM Library

    The following was the response to one the Dinesh's from Greytrix that is contained in the broken link mentioned above: "I believe you are looking to restrict the attachments from saving in the library folder when a mail comes in for filing to SageCRM. As you must be knowing that the filing...
  • 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: 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: Changing the height of the rows in NoteList in Sage CRM

    I need ti increase the height of the note list to 5 line. Right now I can see two lines of note in the list. I couldn't find any property for that. Can any body h elp?
  • 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: 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?
  • Forum Thread: integration with telephone system

    I am wondering how a phone system does integrate with CRM? I know there is capabilities but I am not sure where to start looking for information. The client is looking for a pop up screen caller ID system and I know it also integrates with the outbound calling system in CRM. Point me in the right direction...
  • 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: Changing the Pipeline Summary

    CRM 6.2.i I've been tasked with an interesting challenge: to somehow get values pulled from MAS to display on the opportunity summary page (the box to the right of the pipeline). Right now we have a project team that deals with new products and modifying old ones. We also have a team that...
  • Forum Thread: Calculating number of days between two dates?

    I have two custom fields created for a person, they represent the start and end dates for their employment. I want to create a third field that will show the number of days between these dates I know i will need to set the onchange script in the fields for the start and end dates, I am just wondering...
  • Forum Thread: Tag same escalation Rule to diff SLAs without creating new escalations

    Through Admin>System>Timings... I create two SLAs, sla1 and sla2.In sla1, i create a Escalation Rule for severity low and action 1 Now in sla2, can I tag the same rule for severity low and action 1 without creating a new escalation rule? Is there a way I can tag same escalation rule for my different...
  • 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: Promote to Accpac Error

    We recieve an error when we promote the customer from CRM to Accpac. In fact everything goes well and the customer goes to Accpac database but we recieve the error that "The page cannot display" I active the detaile error in IIS and it is "/crm/custompages/AccpacCrmInt.js,...
  • Forum Thread: Gender & Salutations Script

    Morning. In regards to Gender & Salutations, I'm looking to create a script in which, for example, if "Male" is selected then it only shows "Mr, Sir, etc". Would anyone know where to start with this? Thanks in advance.
  • Forum Thread: Changing user profile to give them access to specific CASES

    I am having a problem and I wanted to see if anyone could help me. I have a salesperson who is unable to see specific cases and i am not quite sure how to fix it. He says that he cannot see any CASES that start with 65. i am not sure how to look this up or where i would need to make adjustments...
  • 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: Functionality Not Available, please consult your system administrator

    I have added custom entity, created "Documents" tab in its screen and added a "New" button on that "Documents" tab's screen. The code of adding button is the following (I'm using CRM 7.1 and I'm doing customization in CRM SDK): string sURL = UrlDotNet().ToString...
  • 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: date on chart shows wrong date 1899

    we have created a basic report for a client, and the date shows the dd/mm correct, but the year is 1899? Any ideas? 1447.stone and ceramic date shows wrong year snip.pdf
  • Forum Thread: Integrating 7.0 SP1 with Sage Pro 2011

    I have tried to install setup the integration between Sage CRM 7.0 SP1 and Sage Pro 2011 today for the first time. I am able to install Sage CRM but when I try to install the Sage Pro Components (it's a separate setup file), it says "copying system files" for a few seconds then closes 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...