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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: How to look up data into a field by select Search Select Advanced ?

    Hello everyone ! Could everyone tell me how to look up data into a field after we select a data in Search Select Advanced field ? e.g: i have created a field name case_personmail. and i have another Search Select Advanced for person field. whenever i select any data in this field, case_personmail...
  • Forum Thread: Entities based on Custom views

    Good day This is so trivial thing but I could not find anything on the community. What I want to do is to create a view in the CRM DB and create an entity in CRM with that view as the basis. I need to expose the values I get from this view in an advanced search select. Please advise if this...
  • Forum Thread: Step by Step Solution: Fixing SetIdentityColumn failed error

    Hello World, Here is a solution for the error " SetIdentityColumn failed" in Sage CRM. Steps for going ahead in fixing the issue: 1. Assume that you are creating a table in Sage CRM by ( Assumptions ) a. Going to – Administration – Advanced Customization...
  • 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 Thread: Exporting custom entity

    Can you just point me to a tutorial or sample on how to export a custom entity and import in a 2nd CRM in order to check steps required? If this is already answered provide access to that answer. thanks francisco
  • 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
  • Forum Thread: Custom ASP page does not show tabs

    Hello, I made a new table in CRM, added some screens and so on, as I did with other table previously. My entry page shows a list of records, and it's called from the main entity by clicking on a tab. All works fine, except when I click the tab, my summary screen appears, but tabs on top are gone...
  • 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: SAGE CRM 7 "Advanced Customization Wizard"

    Hello, Please I need "Advanced Customization Wizard " Could you tell me where I can download thank you
  • Forum Thread: How to auto populate reference id or my new custom entity?

    Hi Am new to Sage CRM.I want to create new reference ID as auto populate in my newly created entity. The reference Id have to be in the format as xxx - 1 , xxx - 2 or something like this. I want to know the ways we can do those.As I searched I got one method as creating new format in stored...
  • Forum Thread: Custom Entity Link from Communications Regarding field

    Sage CRM v7.0.d.2 Custom entity called Service created using the Advanced Customization Wizard Customization is done using .net, service.dll has a RunDataPage method The Service entity has communications The comm_serviceid field is a Search Select Advanced field that works Find Service is available in...
  • 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: Currency Symbol not displayed properly..!

    Hi, I create a Custom entity called "Bank Details". And added 'Currency Symbol' data type field. At the time New/Edit page that currency symbol field not displayed properly except '$' symbol. Any one please help on this..!
  • 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: 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: 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: 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: Why my Custom Content field can content only a few line of script ?

    Hello, Can anyone tell me why my Custom Content field in screen design page can content a few line of script? I cannot even past all script get from community. Is it has field length limitation of this Custom Content can be set to more or less? Best Regards, /Sokheng
  • 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