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  • 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: Past Due Communications on Dashboard

    I created a saved search that I thought would display all of a user's past due Communications. (Image below of how I set it up) The problem is, this only shows any outstanding Communications from the previous day. If I change the settings, I can see Pending Communications from the previous...
  • Forum Reply: Re: Help moving a column in a view

    Hi There, hope I can help on this one It looks like the "Communication To Do List" is what you need to change Administration -> Customization -> Communication -> Lists -> Communication To Do List Here you will be able to highlight your field and move the columns up above...
  • Forum Thread: Changing a Person of a Communication

    Hi @ all We ha e a strange problem, whitch we could not fix.. When ever we want to change a Person of a Communication the changes are not saved. We do this in the detail view of the Communication and there is a message " The field is already assigned . Would you like to reset the results?"...
  • Forum Thread: Email not Saving as Communications

    When I try to log a communication (ie. Email out) referring to a specific company the communication does not get logged. For example: One sales is emailing about a company (quote/order/project/bid) to another person in the office. There’s no way to tie the email to the company. If I have...
  • Forum Thread: Group Reports

    Is there a way to run communication/activity reports for particular Groups?
  • Forum Thread: Is it possible to connect a random document to any case?

    I have documents stored under the documents tab on the person entity. later I create a case and I want to link the documents stored under the documents tab on the person entity to the new created case. is that possible?
  • Forum Thread: Default person on Communications

    When creating a communications for a company is there any way to set the person to the companies default person. At the moment is seems to pull in the last person we looked at. If we create the communications on the person then it still needs to assign it to that person and not the default. Thanks...
  • Forum Thread: Communication security, view rights not checked against opportunity?

    All records have the same territory, and the user has the same home territory. The profile for the user (Sales Support) has home territory view rights to Company, and Person, and Communication. As expected, the user can view Communications entered directly against a company (ie not related to a...
  • Forum Thread: Communication Default Filter

    Hi, By default the communications tab on the Company only shows "In Progress" communications. We tried to change this to show all communications by modifying the Communication Filter Box and adding the following code to the Create Script of the Status field: DefaultValue= "All";...
  • Forum Thread: How do you add a New Appointment button to a group?

    I need to schedule recurring appointments (our organizations custom translation for Appointment is Marketing Communication) for several hundred People in CRM, which would take forever. I want to be able to quickly schedule for all of them. I see on the group screen there is a New Task button (our translation...
  • Forum Thread: Adding Notes To Inbound (or Outbound) Email Saved Via Outlook Integration

    I'm wondering if anyone has either created a work-around solution or has a better method for the following: We have several clients who use the Outlook integration to save emails as communications. These emails save perfectly and can be seen on Communications and opened. The problem arises...
  • Forum Reply: Re: Document Permissions

    Hello Luku, The user has gone back to the document and opened the link to view the attached document recorded in CRM and they are unable to Delete the entry - is this correct? Is this a Shared Document (using the My CRM Shared Documents tab) or a Document attached to a Company, Person, Case or an...
  • 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: 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: Change the user list to the related team users

    How can I change the list of users in the email screen some how each user just see his own team users not all the users. In fact I want to restrict the users not to be able to send email to any body which is not in their team I couldn't find any customize screen hyperlink on the email screen....
  • Forum Thread: How can I remove the scheduling created with Step 3 - new document from template

    If I create a new document (with a person), in step 3 a scheduling is created. After the document is done, there are two entrys: One in "Communications" and one in "Documents". Is it possible to get only the "Documents" entry? Leaving the "Create Communication"...
  • Forum Thread: re Filters on my CRM communications screen

    I have defaulted my communications default filter status to "ALL" from "Pending". But everytime I log into CRM I need to click filter to show all my appointments, which is annyoying for all the users. Is there any fix to list all the appointments automatically when in the screen without...
  • Forum Thread: Filing E-mails and Creating a Communication

  • Forum Thread: Send Reminder Message in Tasks not working

    Hi I have a question regarding "Send Reminder Message" Tickbox found in the Communications Screens for Tasks. According to my understanding this functionality should send a message via Desktop E-mail, mobile E-mail or SMS (specified under User Preferences - Reminder Preferences) to the...
  • Forum Reply: Re: Adding Communications to Outbound Call List

    I have been struggling trying to create the asp to handle this. Is the correct order to call the container object, then call the communicationgrid, and then populate the grid using the context info that I inserted into a variable as the parameter argument?
  • 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: Filtering in Search Select Advanced

    Hello, I create a new entity named Project and I added it in the communications table and screen. It works fine but I want to filter the projects in the current selected company: For example: In the screen you can see all the projects of all the companys. I want to view only the projects...
  • 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: 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...