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  • Forum Thread: Contemporary theme error: you may need to recreate views manually

    Hi, We've recently upgraded our system(s) to Sage CRM 7.3SP1 and unfortunately our end-users are experiencing an issue when they try to use the new Contemporary theme - they receive this error when they try and log in: You may need to recreate views manually. I've checked the error...
  • Forum Thread: crm.hideButton for converting a Lead to an Opportunity or Communication

    Hi all, Sage CRM 7.2 SP1 We currently have some Custom Content in place for the Lead screen, which will hide the 'Convert to Opportunity' button if a Lead has been converted to a Communication: <script> crm.ready(function() { if (crm.fields('lead_communicationid').value...
  • Forum Thread: Sage CRM 7.3 - dynamically set SSA field

    Hello, I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity. Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id value. I can successfully gather the...
  • Forum Thread: Sage CRM 7.3 - Self Service site creation

    Hello, Does the Self Service site have to be created with classic ASP Pages? Or can I create essentially any client side web site, and connect to CRM via SOAP and/or SDATA? If so, are there any tutorials on that? I've found and read many articles on Self Service and web services seperately, but...
  • Forum Thread: "This entry can only be used as a report column" error on report

    When I attempt to create a report, I get this error when trying to group by one of the fields. Is there something I set up wrong or need to change? Thank you. "this entry can only be used as a report column"
  • Forum Thread: Problem to make a SSA field work with an external DDBB

    Having troubles trying to make a SSA work tha retrieves data from an external DDBB Table, in this case, a table from Sage Murano Have been guiding me by this post https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2011/11/16/creating-a-search-select-advanced-field-that...
  • Forum Thread: Duration Field

    Good afternoon, I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get it to display the duration on an interactive dashboard...
  • Forum Thread: how to copy value of territory field in summary tab to another tab(case, opportunity, people,....) in company screen

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary Screen i have Territory Value: Worldwide(or...
  • Forum Thread: Communications from Person entity not showing in associated Company

    I am having a problem with the communications not showing in parent entities. If i create a communication for the Person it shows fine in the person entity but is not showing up on the company page. The same is happening with Opportunities, communications created here are not sowing in person or company...
  • Forum Thread: Sdata select parameter bug?

    Hello, We have SageCRM 7.3 SP3. I'm trying to use the select parameter in sdata calls to reduce the response weight, but it doesn't seem to be working. I read in one of Jeff's post that the primary key must be returned at a minimum. I've tried that, but still no success. Regardless...
  • Forum Thread: Issue Time In Dashboard

    Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time Zone in the CRM is: UTC +02:00. Thanks...
  • Forum Thread: Sage CRM green Add Button

    Hello, I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow. When I'm on the inspection list page, it shows the "New Inspection"...
  • Forum Thread: Dynamically change captions possible?

    Currently on CRM7.3 SP1.1 - I love the new Client-Side API and know how to change field and caption appearance using crm.fields() commands but now I'd like to override the normal caption of a field based on the Opportunity Team (if oppo_channelid==8 change caption to "Contract Rec'd Date"...