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  • Forum Thread: How to create a screen for insert two Entities info ?

    Hello Everyone. I want to create a screen with two Entities inside it(similar to Quote Entry screen can insert product) e.g : I have Invoice entity and InvoiceDetail entity. InvoiceDetail use for save many items or products in one invoice. So could anybody tell me or guide me some on this ? I'm...
  • Forum Thread: How to set SSA field value in entry screen page?

    Hello. I have an entry screen which is used in many places. The SSA field data inside the screen will also flexible to the place. e.g: Payment entry page. It can be open by click "New" button in MainMenu. The page will keep all field blank. One more way Page also can be clicked open from...
  • Forum Thread: Custom Field Help

    Hi My problem is hopefully quite straightforward; I have the Cloud Sage CRM, and in a nutshell this is what I am trying to achieve: Against each company in the database I want to have a list of Sites which that company manitains. I'd like to be able to record Site name, contact info, address...
  • Forum Thread: Undo custom entity creation

    Hello, I exported a custom component and imported on a different CRM project. Due to some issues the new entity is not valid at all, but I cannot find how to delete or undo the import. This project is on version 6.1. Thanks in advance Francisco
  • Forum Thread: Duplicating a custom entity

    In my project I've got some custom entities, and customer asked to have a button to DUPLICATE a given one. Is that possible using CRM functions or should I just call a SP to copy the item data behind scenes? How is this performed in standard entities such Order? In case I need to use SP, let me know...
  • 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: Use Web Services to Assign Value for the StoredProc Field

    Hi All, How to assign value to a stored procedure field by using web services? I've encountered an error "Failed to add tblsos 0 successfully. You do not have sufficient rights to update the column: sos_sosid" . I've created a primary entity previously. I wish to auto increment...
  • 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: Custom Entity Email Templates - Sage CRM v7.0 SP1

    Hi guys, I'm trying to use email templates for a custom entity called Chapter on a Sage CRM v7.0 SP1 system and I can't seem to get the email templates to pick up fields from a linked table. Basically, one Chapter has one Opportunity and I have created a view in the system called vSummaryChapter...
  • Forum Thread: Can not use Custom Entity in Interactive Dashboard

    Hi, I tried to add a list based on a custom entity into the interactive dashboard, but I'm failed. I created a report which works fine and I created a advanced search which works fine. Both data sources can't be used in the interactive dashboard. In interactive dashboard I can choose...
  • Forum Thread: create a list of products entity with different prices

    Let's say i want to build a product list for an insurance company. For each product, the client can choose between two options and for each option the prices differ with the client's age also with the class that he demands, if it's a first class insurance, 2nd, etc. This price list...
  • Forum Thread: Using Key Attributes in Reports

    I have Key Attributes that are against a Custom Entity, and would like to make these fields available for reporting. I have seen a blog post detailing how to get this to work, but I'm not sure I fully understand it. Can anyone tell me if this is possible when the Attributes are against a Custom Entity...
  • 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: Selection List onchange

    Hi. Below is the code written in Create Script for loading the id as drop down. But the code doesn't work fine. and after loading the list on onchange the details should be filled. But nothing is working. I need an Help Pls. Create Script : user=CRM.CreateQueryObj("SELECT bidd_bidid FROM...
  • 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: Put Panels beside each other

    Hi how can i put 2 panels beside each other????
  • Forum Thread: How to add or remove tab from MyCRM

    Hello, Can anyone tell me how can i removed existing tab away from MyCRM or TeamCRM ? and How to add a tab for custom Entity in those two main menu tab too. Thank. /Sokheng
  • Forum Thread: add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • Forum Thread: Exporting / importing issues

    Hello there! I recently tried to recycle some customization on a CRM to use in another project, same version of CRM. I successfully exported the component but when I imported on the other side, I got the screen showing progress, but had 3 or 4 SQL error messages, then finally "component installed"...
  • Forum Thread: Could the Initial Identity for New Custom Entity be reset? (Solved)

    Hi All, When created any new custom entity, the id field will be started at six thousand onwards. Why the id will not be started at One like the Case_CaseId in Cases table? I've scan through the tables in SQL database for the CRM, I found out that the table SQL_Identity will store the next...
  • Forum Thread: Events against multiple Companies

    Hi, I'm looking to somehow create Events in CRM, which could then be linked to multiple Company records (those that attended the event(s)). The idea being that this could then be utilised at a later date to target these companies with marketing material for future Events. Ideally the 'Event'...
  • Forum Thread: when press on search select advance

    when press on search select advance and select value the value not filled inside the search select advance text why ???? i have entity x and entity o search select in x and Search Entity o and View Fields in o ????????
  • Forum Thread: Sage CRM SP2 Setup ?????????

    Hi all i try to install sage crm sp2 setup from the community like the figure attached but its give me sage crmsp2 hotfix 3