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  • Forum Thread: Error on Adding/Updating to both Sage ERP and CRM

    Hi, We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns an sql error while ERP returns the error below...
  • Forum Thread: Global variable containing a server name used by emails within escalation rules.

    Hello, I took a copy of a database on a test server and restored it on a different server which has a different IP. Changed couple of variables in the restored CRM as well. However, in my escalation rule, i am trying to send an email in 5 min intervals. When that happens, in ewaresystem.log...
  • Forum Thread: New button defaulting to Custom Entity

    I have an issue in CRM 7.2.a.1 and I'm wondering if anyone has any advice on it. I have a Custom Entity that is linked to the person record. In other words a Person "has" some of these entities. What is happening, is that if I create a new person, then create one of these custom entities...
  • Forum Thread: A few queries on Sage CRM - widely used version, release date and backward compatibility

    Hello, We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development: 1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used at present? 2. We need to know when the present...
  • Forum Thread: Connect Sage CRM to GMAIL

    Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you
  • Forum Thread: Calculated Field - nothing happens in Sage CRM Cloud?

    Hi, New here - I'm using demo of Sage CRM Cloud and am trying to get two fields to add together. From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields. My code is here (inserted in both fields onchage): var LPP = parseInt...
  • Forum Thread: Sage CRM Cloud - Current Date & Page Number Fields

    Hi, I'm building a quote template and would like to display both the quote creation date and the quote page number. I've looked in the template creation "field chooser" but cannot see any fields for current date or page number. I'm assuming these fields may exist elsewhere or...
  • Forum Thread: Problem with Data Upload/Import from Excel

    Hello, i've experienced a strange Error while trying to import data for Entity "Company". I''ve a 800 MB File full of Company Data and splittet it in 60-70 MB Files (.xlsx) just for testing. Now everytime i start the import directly on the Server i got an "404 File or Directory...
  • 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: Change shown Field after select in Advanced Search Field (f.e. in new communication)

    Hello, i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field. How can i change data is shown when i select a company? Like i additionally need not only the business...
  • Forum Thread: SData - custom sql view with Group By

    Hello, We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata: http://myserver/sdata/CRMj/sagecrm/-/vforecastmatrixapi It throws an error. The sql view has a few "group by" clauses...
  • 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: Viewing schedule in Team CRM

    I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled appointments. Am using CRM 7.2 and have Lotus...
  • 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...