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  • Forum Thread: CTI

    hi i installed CTI snd everything is ok but when try to see telephony server in mmc to config and connect it to phone line the is no telephony server found how to enable it ??????? thanks
  • 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 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: Error when adding caseprogress with Web Service API 7.1

    Dear all, I'm getting an error when trying to add a new caseprogress entry using the web service API 7.1. The error is Exception Caught In DispatchAPI. Message - Failed to add caseprogress 0 successfully. You do not have sufficient rights to update the column: case_caseid. I have managed...
  • Forum Thread: Uploaded Leads not on Workflow

    Hi Sage CRM v.7.1. I have uploaded a lead using the Data Upload, but the workflow actions do not appear on the right. This means the lead is not on the workflow. I my case, leads are only put on the workflow if added manually. Problem is that I have about 1500 leads, and thus cannot add them...
  • Forum Thread: "Create entry in shared documents" - checkbox: set default to unticked

    Hi Where can you set the default value of this field to be unticked? Please see attached image. This screen appears when you click the "Export to File" button in the Find area of the main menu. Thanks in advance, Robert
  • Forum Thread: Block vs List & Screen

    What is the relationship and differentiation between Block and List / Screen?
  • Forum Thread: Lead Stage unchanged when Lead converted to Opportunity

    Hi there I have encountered a peculiar issue in our Sage CRM system (7.1c): When a lead gets converted to an Opportunity, the [lead_stage] does not change to 'Converted'. Instead it stays in the stage it was in at the time of conversion. Where in CRM can I ensure the stage is updated correctly...
  • Forum Thread: Adding external database connection in Component script

    Hi. I'm using CRM 7.1. I created edited custom component script to update tables in external database. The part that I added looks like this: var id4 = AddCustom_Databases('Test_database_connection','','user','password',0,'MSSQL','myServer','Test_database'...
  • 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: Error generating excel file when export a report

    I just want to export a report to xls or any other kinds of file like csv. But I receive below error: An error occurred while running the report. Error generating report. and when I go to the system logging it says "ERROR generating excel file " I set the impersonated user and office...
  • Forum Thread: Detailed error in CRM 7.1

    I'm working on ASP file that runs under CRM 7.1 and if there is any error on that file (e.g., syntax error), the browser gives "Error 500". I unchecked "Show friendly HTTP error messages" in IE and set to "Detailed errors" in IIS, as it is described here , and now error...
  • 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: Changing / Removing Companies for a Person

    Is it possible to change a person's company or remove a person from a company after a person record has been assigned to a company. Ex. - Bill Gates was put into Sage attached to no company - Bill is attached to company Microsoft - I now want to move Bill to SunSystems company or remove his person...
  • Forum Thread: Change the user list to the related team users

    How can I change the list of users in the email screen some how each user just see his own team users not all the users. In fact I want to restrict the users not to be able to send email to any body which is not in their team I couldn't find any customize screen hyperlink on the email screen....
  • Forum Thread: IE 10 SAGE 200 7.1 sp2 patch G

    Is SAGE 200 version 7.2 patch G supported for IE 10
  • 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: security settings in Sage CRM

    I have a prospect who has strict HIPA regulations. They are looking for a solution where a customer record may have some items (tasks, Communications, and or document drops) that would be only accessibly to certail users and other communications on the same customer accessible by anyone. So the setting...
  • Forum Thread: (Solved) Disable an Advance Search Field

    Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on an advanced search field. Example: When oppo_location...
  • 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 Reply: Re: Opportunity Communication View

    Toby.Prince vListCommunicationOpportunity Thanks Toby, but this view does not exist... also checked under Administration / Customization / Communications / Views , and the view you describe above is not listed.
  • Forum Thread: Incompatibility Problems with Sage CRM 7.0e on Windows Server 2008 R2

    Hi There I have just recently installed 7.0e on Windows Server 2008 R2, namely SBS 2011 (the existing database came off a SBS 2003 using SQL server 2005) - as our old SBS 2003 machine died a death. After some initial messing around with the 32bit/64 bit settings on IIS, I got it to install. However...
  • Forum Thread: Automatic emails picking up different languages/footers depending on case type/pers_language

    Hello, We have just started to use the Case functionality, and are looking at the possibility of being able to send automatic emails from within the workflow to the customers. I can get this to work fine, but have been asked if it is possible to send the emails translated into the preferred language...