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  • 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: Is it safe to insert/update CRM data directly in the database?

    We have started to extend our Sage CRM system by creating various external applications and websites that read and insert directly to the Sage CRM database (we are using SQL Server 2008 R2). We are not using the sage web service to read/write data, we are connected to the database directly. My question...
  • 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: CRM sData SQL Grammar exception

    Hi I am trying to access Company data through sData and I can view stuff like Users, People, or the schema with no issues. When I try to view the company list, or even just a specific company with these URLs: http://servername/sdata/crmj/sagecrm/-/Company http://servername/sdata/crmj/sagecrm...
  • Forum Reply: Re: Sage CRM 7.1: Resizing the size of Fusion Charts in Reports

    Chris / Christian, The below parameters should be present In the database. They were put in originally to address such a scenario that you both are describing, but were never brought fully to light. I am afraid you'll have to modify these settings directly in the database through query analyser...
  • Forum Thread: Copy Workflow

    Hi, Is there a script or some method of copying a workflow? I want to make a copy of a workflow and work on the copy.. That way I can have a backup workflow that I can re-activate if the new one does not work. It is a very large workflow and I dont want to have to recreate it again.
  • 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: Scripts in E-mail recipient fields

    Hi Can you enter scripts into the e-mail recipient fields to return a user? I want to use the Send E-mail functionality in my Lead Workflow, whenever leads get re-assigned, to notify the relevant Territory Manager that leads have been reassigned to their Sales Consultants. To illustrate what...
  • 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: Java heap space error while exporting report to Excel?

    I have an issue were I can’t figure out what or where to find the solution?! A customer tries to generate a report in Excel but it gives a strange error that I’ve never seen before. I was hoping somebody could push me into the right direction or give me some tips to make this report...
  • Forum Thread: Export Issue/Error since 7.1 TOMCAT

    Is there any hope that with the next patch there will be a fix for the number of records that can be exported? Since the 7.1 was released anytime we try to export records off the opportunity summary view of approx 900 or more it errors out and I have reported this to the local SAGE office back this fall...
  • Forum Thread: SQL Error

    An unexpected event has occurred: SQL Code: 2627 SQL Code: 3621 Exception: UnexpectedEvent
  • 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: 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: Checkbox validation

    Hi I want to validate if a checkbox field is ticked. But for some reason I am not able to make use of the standard validation script here. field name to be validated = 'oppo_invoiceattached' field type = checkbox db value when ticked = 'Y' db value when unticked (default) = NULL...
  • 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: Custom Quote Total and Default Quote Entry

    Hi All, A two fold question here: 1) The company sells products which have the revenue spread over two sites (A and B, for example). So, if a total quote value is 10, the amount A will receive may be 7 and thus the amount B will receive is 3. So when entering quotes, three values are required...
  • Forum Thread: Using an ASP file to replace the Export to Word

    Hello! I need to get context-specific field values and map them in an ASP file instead of creating a template linked with the Export a quote to Word. For system reasons, the Epoxrt to Word from CRM is not an option. The project - Display the quote in a tab in the Quotes Tabs - formatted for our...
  • 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: Using Create Script to display a Count of Communication Records in a Field

    I have a field in my Opportunity entity called "No. of Demos", which should display the count of demo-type communication records related to that Opportunity (which are not cancelled). My create script does not work yet, but so far looks something like this: OppoId = CRM.GetContextInfo...
  • 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: Windows Server Migration (from 2003 to 2008)

    Hi, we've got two servers, one new and other old. In the old one is installed the 6.1l version of sage CRM. It's under a windows server 2003. In the new server I've installed Windows Server 2008 and SQL Server 2008 (both incompatible with 6.1 v). My question: Which is the proper...
  • Forum Thread: Escalations: Send e-mail to users using #fields# not working since upgrade to 7.1c

    Since the upgrade to 7.1c, e-mails from escalations & workflows are not being sent to #lead_assigneduserid#, #lead_createdby#, #lead_updatedby# etc. This seriously limits the funtionality of our SageCRM system. However, the e-mails ARE sent to #user_userid#, #cmli_comm_userid#, #oppo_assigneduserid#...
  • 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: Converting a CRM Date field into mm/dd/yyyy.

    Hey All! I have scanned the posts and cannot find an answer for this one.... I am within the <%%> in an ASP file and have the include files in place. I am not using any CRM blocks. This file - and subsequent screen output - is formatted to look like, print, and/or save to PDF as our quote...