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  • Forum Thread: Autoresponse email not sending after upgrade to 6.2

    Hello, We recently upgraded from CRM 5.8 to 6.2 sp1 and the autoresponse to our incoming email mailbox stopped working. This is the config, I remade it all just in case but no luck there. ---This is in the system log when I restart the Email Manager service. May 24 2011 15:56:28.251 18664...
  • 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: Making "Inactive" Companies and Contacts Unselectable in a new Opportunity?

    I've got a problem that has now branched into a two-fer. Previously I wanted to make any companies that we weren't doing business NOT show up in a company search. I made the default search criteria "active" and then assigned old companies as "inactive" so they wouldn't...
  • 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: Removing Global Rules After Workflow is Complete

    I have a workflow with global rules and to keep the employees from clicking on them after the Opportunity is complete, I would like to make them not visible at this last state of my workflow. How is this accomplished? (Maybe some code that says if oppo_stage = "complete", then global rule "Lost...
  • Forum Reply: Re: Integrate CRM with ERP

    Hi Raja, I had a similar issue recently, and found a solution online to bypass a problem I had with HTML validation. The target attribute is used when you want to specify where to open the linked document. It can contain any of five values: _blank: Open the linked document in a new window...
  • Forum Thread: Adding days to a date using OnChange Script

    Normal 0 false false false EN-GB X-NONE X-NONE MicrosoftInternetExplorer4 ...
  • 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: list of methods and properties which can be used while writing the scripts

    hi... Glad to introduce my self as Prasad and i am new to SAGE family and new to this forum... Please help to get the list of methods and properties which can be used while writing the scripts. and i wanna know the pre-defined keywords which are available.
  • 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: Duplication Checking

    Hi All, I want to avoid duplicate record insertion in product master entity. For that I wrote some validation script in the product summary page, it works fine. But I am not able to update the record. When I change and save the record it shows 'Duplicate record'. The code I was wrote...
  • Forum Thread: How to update existing case in support.js for tracking cases

    Trying to update an existing case after a new communication comes in for a case. Trying to do this in CreatComm function however it doesn't work and gives error on line ExecSql(). Any help would be appreciated. function CreateComm(bNotify) ....... if (bNotify) { var commdate...
  • Forum Reply: Re: Validation Script - Add Two Fields

    Hi The Validate Script also has access to the following properties: Valid—Set to false to mark the current entry as invalid. ErrorStr—Returns the string in the error content (red bar at top of screen). Values—Contains the value the user is submitting. Below is the...
  • 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 Thread: Restrictor between fields

    Who I can make a restrictor between (field from team select) and (field from user select) .
  • Forum Reply: Re: Count number of days between two date.

    Hi there, I think we might need to clarify a couple of things here. You're adding an OnChange script (which executes on the client), but the Values() collection is only available in server-side code. There's a couple of good articles on the Values() collection here: https://community.sagecrm...
  • Forum Thread: TIME VALIDATION IN JAVASCRIPT CONDITION FOR WORKFLOW

    Hi, I have a problem inside javascript condition of the workflow. I have a a parent state and 2 child state for the parent state.Based on the condition it should go to one of the child state from the parent state. I am giving the following condition to validate the path of the workflow in the 2...
  • Forum Thread: How to get current entity field value in workflow

    hi all! How to get current entry field value in onchangescript within workflow ? thinks!
  • Forum Thread: how to give confirm delete in custom entity?

    Hi all, I want to have confirm delete screen in my newly created custom entity. i followed the below link.I copied the <script> code in my custom content.I got javascript error. Then I given in the ASP page itself as: Container.AddButton(CRM.Button ("Delete","delete...
  • Forum Thread: Hiding Workflow rules from certain territories

    Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are below; var intUserID = CurrentUser.user_PrimaryTerritory;...
  • Forum Reply: Re: Removing (or Hiding) the Quick Appointment Bar

    Hi, I take it you're referring to this little guy? There's another Quick Appointment link on the Interactive Dashboard, but it's harder to hide that. The following custom content script on CommunicationTaskList should do what you're looking for: <script> $(document...
  • 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: Assign oppo_assigneduserid using OnChange Script

    In a workflow I need to assign a different userid to oppo_assigneduserid, depending on the value of oppo_priority (but the user still should be able to change the assigned user manualy). My OnChange Script for oppo_priority (I know - should be using CASE ...) This is in User Content with window...