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  • Forum Thread: Hyper link in list filed

    Hi, I have a Quotation line list with 5 Fields(QuotationID,Product,Decs,Discount and Updated date) i would like to add a hyper link in Quotation ID field (like Quotation/QuotationEnterpriseSummary.asp?Quot_id=#) how to do it? in list Thanks. By Rajasaravanan.M
  • Forum Thread: Excel Export in Custom page

    Hi, I have a custome page to display the quote list,how can i add an buton to export this data into excel. Thanks Raja
  • Forum Thread: sage CRM Cloud: Rest API : Patch VS PUT

    Hi All, When I get the schema for any specific prototype then I could see PATCH and PUT HTTP methods, For PATCH, the description says "Updates a single key-value pair of the resource". I tried PATCH for Opportunity prototype with following JSON (more than 1 key value pair) { "Oppo_Priority"...
  • Forum Thread: Query for recommended deployment between ReST and SOAP

    Hello, I'm working as a developer and building an integration between Sage CRM and client tool. We will be supporting both latest on-premise and Cloud professional version of SAGE CRM. Both of these versions are supporting same set of APIs {both Rest and SOAP} Could you please suggest...
  • Forum Thread: Hide Gadget Header Icons CRM 7.3

    Hey, Can I hide Gadget Header Icons for the end users in CRM 7.3 ?
  • 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: How to add our own organization information?

    I am working on a new customization for an on premise 7.3 system. I know the online version (under Admin tab) has a "Manage My Account" area where the organization information (name, address etc) can be entered, along with a logo. I'm unable to find anything similar in the on premise version...
  • Forum Thread: Customer loyalty program

    Hi, Any customer loyalty module available in market? Thanks, Raja
  • 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: Pagination Behavior for list api

    Hi, We have a question on the functionality of the 'List' api (GET). We need to understand the behavior for pagination. For the scenario: https://cloud.na.sagecrm.com/sdata/XXXXXXXX/sagecrm2/-/Address?startindex=1&count=5 We see the following response: { $url: "https://cloud...
  • Forum Thread: Is it possible to increase the return record count value from Webservice query/queryrecord

    I am to import data using Sage CRM for that i am using the SageCRM. It's working perfectly ok for me but when the umport data count is huge like 500K-800K it's took so much time and seems to be waste of time. So is any other alternative that will help me to import large data set for each...
  • 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: CRM Integration with SAGE100 ERP

    Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server? Best regards
  • 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: SageCRM version required for SDATA access?

    Hi, I'm new to SageCRM and I can't seem to find what version of Sage CRM is required for SDATA access? If mine supports it, I just get '404 - not found' errors when constructing the URLs. Thanks for any information anyone can provide. Kind regards, D.
  • Forum Thread: New crystal report in CRM

    Hi, I want to add a customize quotation format into quotation page in Sage CRM. How can i call a crystal report from the quotation page Best Regards, Raja
  • 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: 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: Creating an Opportunity from a Lead

    Hi Can anyone tell me if the pop-up window that is generated when I want to convert a lead to an opportunity should be populated with the address details held in the lead information fields? At the moment, when I want to change a lead to an opportunity I have to populate all of the address fields...
  • 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: How to log an incoming email to the a company's communication table.

    If a company's contact sends an email to the Sage CRM configured email id, is it possible to log that email in the communication list of that company? can anyone help me with this? is it possible through any settings or does it require coding?
  • Forum Thread: CRM Workflow JavaScript

    Trying to stop a rule from being accessible more than once so tried a rule similar to this however it doesn't seem to show the rule at any point. var LeadId = CRM . GetContextInfo ( "Opportunity" , "Oppo_LeadId" ); if ( LeadId == "2" ){ Hidden = false ; } else...
  • 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...