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  • Forum Thread: Updating linked Entity in Workflow

    Hi, I have a scenario where I have created a Custom Entity called Project and the Project has linked Opportunities. The idea being that ultimately, one of the linked Opportunities will 'Win' and the others 'Lose'. I have created a workflow for my Project Entity to monitor the status...
  • 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: Call Stored Procedure from Create Script passing oppo ID

    I am beating my head up against a wall here as we are 90% to having this working. We have a simple store procedure that calulates the forecast based on a formula we use for the opportunities. Currently I am calling the stored procedure from table level scripts in the updaterecord function of the opportunity...
  • Forum Thread: Problem with Mail Merging

    HI All, yesterday I came across an issue with mail merging Mail Merge failed. Please contact your System Administrator This happens when I try to do a simple merge. Can anyone help? Thanks Adam
  • Forum Thread: HTML rendering in support.js file email.body in case_details field in Cases

    Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there are various ways to accomplish parsing the html...
  • Forum Reply: Re: Alphabetize the Team List

    Hi Clare, I'm afraid not. I guess that's why it was amended in 7.0. You could update it using a SQL function to update the Channel table and the channel IDs on each entity table, but it'd be hackish and a bit messy. Alternatively, we can just make it *look* like they're sorted... ...
  • Forum Reply: Re: Option to make the currency drop down list for a currency field readonly when Multicurrency is enabled in CRM

    We were not able to get this to work correctly. Although the field was indeed disabled with the default currency set, when the record was saved, the currency field did not display a value, it showed 'Currency not set'. Our workaround was to leave the currency dropdown enabled and remove the...
  • Forum Thread: Multiple phone numbers and reports

    Hi Our Sage CRM 7.1.c System has been customised to suit our specific requirements with regards to logging information about learners. Since the update to 7.1.c i have noticed that phone numbers are stored in a separate entity which means people can have more than one type of phone number. We...
  • Forum Thread: How to make the Nots Tab the default tab in a Person Find in Sage CRM

    Does anybody know how to force Sage CRM to show the Notes tab in the Person Record, rather than the Summary Tab, whcih appears to be the default Thanks Phil Gordon
  • Forum Thread: Setting Specific Field Values on Opportunity (Workflow) Selection

    My issue has been that when creating a new opportunity in a workflow, it won't let me set the oppo_type to anything when the action is set up in the primary rule. At any other time in the life of the workflow I want to change the Details box oppo_type, it will let me, just not in that first Rule...
  • Forum Thread: How to set field value base on SSA field changed ?

    Hello everyone. I have a custom Entity (e.g Store ). In Store Entry screen i have two more person fields are PersonName(SSA field) and PersonWebsite(text field) . whenever user select or search SSA field i want to set PersonWebsite automatically base on Person Entity. So could anyone tell me how to do...
  • Forum Thread: Adding content to Company Screen with scripting

    I followed Jeff Richard's article: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/05/22/adding-a-new-panel-to-a-summary-screen-e-g-company-summary.aspx It works for users whos language is English, but not for users who's language is French. I...
  • 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: User Select field show with listbox .

    Hello everyond . I wonder why i create an User Select field for entity entry and it always show with Listbox. It look so long. How can i change it to dropdownlist ?
  • Forum Thread: How to send email with attached doc using COM API?

    Hello All, I was able to use the below code posted by Jeff in the article https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/10/some-thoughts-on-accessing-the-email-templates-in-the-com-api.aspx to send an email using COM API. But not able to attach documents...
  • Forum Thread: CTI

    hi i installed CTI snd everything is ok but when try to see telephony server in mmc to config and connect it to phone line the is no telephony server found how to enable it ??????? thanks
  • Forum Thread: Cancel Button sage crm

    Hi, i wanna as about Cancel Button What is the ASP Code Or Code In Location that Cach the Cancelation when press cancel how to detect that cancel button pressed thanks
  • 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: Adding Buttons to Call a Crystal Report

    We need to add a button to the Quote Summary screen. The function of the button would be to call a Crystal Report. Need to grab the SID, the keys, etc. The solutions I have seen offered here are 1) creating our own CSS within CRM reports or 2) using FOP, but I don't have that skill set. ...
  • 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: Component versioning and importing

    Hello there. We've created a custom component we've exported to a 2nd project. Now we have a "2.0 version" and would also like to apply to the other project too. Is there a procedure for that? Installing the component will upgrade it in the 2nd project? Please advise
  • Forum Thread: Custom content - Sort Selection Field

    Following several posts and some testing, I've managed to get this code for sorting 3 Selection Fields. I've inserted this code in Custom Content. The problem is, that everything works fine in New Leads, but once I've create the Lead and try to change some other field, it looses the original...
  • Forum Thread: Advanced Search Select Field

    Hi Guys Im new to this forum so hope im posting this question in the right place, I am currently using a search select field to allow users to search for an address field, and to select it - this works fine, and I display address line 1, City and post code. The problem i have is that when a user...
  • Forum Thread: Filter Opportunities on My CRM

    I have a customer that has custom text field on the Opportunities screen off My CRM. This is a free form field. Customer wants the ability to filter off that field adding to Status, Stage and Territory. Has anybody else done this? thanks much mark