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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: Sage CRM Version 7.1.f S exchangesync errors

    Hi All having problems getting exchange sync working. we are having the following errors in the log file. Any advice: 2012-04-27/17:42:44.045/BST [com.mchange.v2.async.ThreadPoolAsynchronousRunner$PoolThread-#1] ERROR net.sf.log4jdbc.Slf4jSpyLogDelegator.exceptionOccured 1. Statement.executeQuery...
  • Forum Reply: Re: Case status field

    I'm facing an issue here. Everything except the SLA Warning Flags seems to be working fine. The warning flags status is showing incorrect for Cases which are not Closed within the defined sla.Infact for any scenario its showing the flags as Green. what seems to be the problem here??Can anyone...
  • 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: "Export to CSV" option is generating XML content

    For some reason, ever since we setup Sage we have had an issue with the "Export to File" CSV option. Exporting to "text" works fine but when we export to CSV or Excel CSV the file created is a .csv but the contents are XML. This only happens under "groups" - Export to File...
  • Forum Thread: 401 - Unauthorized: Access is denied due to invalid credentials

    please need a help ASAP if any one know how this may resolve .... Server Error 401 - Unauthorized: Access is denied due to invalid credentials You do not have permission to view this directory or page using the credentials that you supplied. i try every thing and still not work, thanks...
  • Forum Thread: GIF locations - where do I button my custom GIF?

    Greeting and salutations fellow Herbalists, I have a button group based on Communication List with one button in it. I want to use a custom gif for button, but I cannot find the right place to store the button the system. I have put it everywhere I can think of, to wit: \\rock-web02\c$\Program...
  • Forum Reply: Re: Detailed error in CRM 7.1

    Has someone any suggestion about this? Maybe there is another place to configure?
  • Forum Thread: Recurring Mass Email

    I am a bit embarrassed, but I can't seem to figure this out. We are not on the Drip Email marketing module (yet) and I need to send out recurring E-mail reminders to customers every 60, 90 or 120 days (depending upon the customers preference). I know how to set up mass emails in Groups and...
  • Forum Thread: Create Group

    Hi, The source view filed is blank when create group , the entity field is "Person or Company". i use Sage CRM 7.1c SQL Server 2008 R2 Regard,
  • Forum Thread: Interactive dashboard error - Funtionality not available, please consult your systemadminstrator

    Sage V71. I get Interactive dashboard error - Funtionality not available, please consult your systemadminstrator when I try to go to My dashboard. This independent of the user who is logged in. Under admin when I try to go to the standard / classic templates I can reach the classic. The minute...
  • 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: Changing the sorting order in A/R inquiry page

    Is there any metohd for changing the sorting order on A/R inquiry screen. I went through the codes in AR_inquiry.asp page but I couldn't find any command for sorting over there. Right now the page is sorted according to document number but our customer want to see it according to document date...
  • 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: Search Select Advacned in Reports not filtering

    Running SageCRM v7.1 SP1. I am trying to build a report so user could select from a drop down list leveraging the smarts of a Seach Select Advanced field similar to the default Leads by Campaign report shipped with SageCRM. However the report we built seems to return all rows rather than only rows that...
  • 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 Thread: Defining a Company in CRM

    Looking for advise in defining a company in our business rules for Sage CRM. We have been using CRM since 2005 and are upgrading to current version with little to no customization. We are struggling to define a company ( customers vs. vendors vs partners, Parent/child etc.) Does anyone have suggestions...
  • Forum Thread: Error exporting reports to .xls or .xlsx when they contain an integer data type field

  • Forum Thread: Sage CRM Documents merge

    Hello the community. Can somebody tell me how to add fields which do not appear in the merge field list when you are merging documents. eg. i'm trying to merge file with some fields from communication table , but no comm_xxx field available in the field list. Thanks , Malko
  • Forum Thread: SageCRM 7.1 Support.JS Script Modification Assistance Needed

    Well, I finally was able to get SageCRM 7.1 to play with Zimbra, and can send in a support request to SageCRM and obtain an auto reply with a case number based on the email address of the sender, that has a company record defined in SageCRM. However, my firm is not planning to stub SageCRM out to the...
  • Forum Thread: SMS to Person - is it supposed to work?

    Hail the Herbalists! Can Sage CRM be made to send an SMS to a person from a workflow rule? The workflow rules include a 'Send SMS Message' action and mine looks like this: The mobile phone number is hard coded for testing purposes. The rule is a global rule and when I click the rule...
  • Forum Thread: Is there a way to use different price lists at line item level?

    I am using Sage CRM 7.1 I have a need to use different pricing lists at the item line level for Quotes and Orders. I notice though that the pricing list is selected at the Header level and once in the line item level, you are limited to what is in the price list selected on the header. Is...
  • Forum Reply: Re: Web Service Query Problem in VB.Net

    Hi Lucy, Thanks for your information. However, I still haven't solve the problem by using the URL given. I've changed the code in GetCustomerList() to call the following function:- Private Sub CompQueryRecord() Dim myQueryRecordResult As queryrecordresult = Form_Logon.CRMService...