View more results: All Community | User Community
  • 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: Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a javascript condition but it then doesn't achieve...
  • 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: Escalation Rules Not triggering

    Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out the notifications. I have the escalation rule...
  • Forum Thread: Using SData Sage 100

    Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template to pull over information from Sage Sales and Inventory...
  • Forum Thread: Change the colour of text in a field.

    Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and if it's set to "Amber"...