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  • Forum Thread: Workflow simple question

    Just wanted to know how to accomplish a simple goal. I've got custom entity PROJECT. A project has a status field and the goal here is, as soon as a project is marked as COMPLETE, a given CRM person receives a notification about, so he can go ahead and create pending invoices for the project. I assume...
  • Forum Thread: Hi all

    hi, my problem is when create secondary entity the workflow didn't display i am do every thing like passing parameter and add field workflow id ......................etc https://community.sagecrm.com/user_community/f/84/p/4582/10862.aspx https://community.sagecrm.com/partner_community...
  • Forum Thread: Progress Note box Length

    Hi all There are a couple of posts surrounding progress notes, but I could find the answer I was looking for hence the post. On the tracking tab, the list of progress notes are displayed along with the date / time created and the person that created them. In the screen shot below you can see...
  • 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: 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: Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Forum Thread: Disturbing Problem URL REWRITE ERROR

    URL REWRITE ERROR each time when i see this error i am pray for the god to help me :( i tried all solutions here in community but not solved yet when i go to log file in setup directory for CRM i found this Line ERROR: Sdata URL not working. http://localhost/sdata/crmj/sagecrm...
  • Forum Thread: Unexpected Event

    I have been working on testing out a new field for future planning of our company's business. I had created a field and wanted to test the organizational ability of the new field. It did not work out as intended. I went in and deleted the field. Suddenly, I can't access the Company Summary screen...
  • 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: 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 Thread: Tracking Issue for Custom Primary Entity

    Hi, I just create new custom primary entity called 'Reimbursement' with following features: Workflow, Workflow Progress, Communication, Library. Its automatically created 'ReimbursementProgress' entity. But most of the common and InBuild fields are missing like 'Duration'...
  • 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: WorkFlow not working

    Hi i am built workflow and the write the following code in summary .net page base .UseWorkflow = true ; base .AddWorkflowButtons( "Lease" ); but the workflow buttons not appear and when try to see the workflowid in the custome entity table there is nothing (Null ) value any solution...
  • Forum Thread: Workflow enable but disable change button for custom entity

    Hi, Is there is a way to enable workflow but prevent user from access change button. I want to avoid changing any code in asp page. I found that this can be done by having entity as secondary entity where only user with admin right can access the change button. But I want the entity to be primary...
  • Forum Thread: Email Button within Workflow

    Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)