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  • 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: Exception Caught In DispatchAPI. Message - Query failed to run successfully

    Hi , I am getting Web-service exception as "Query failed to run successfully'" on excuting queryresult as below: webService.queryrecord("", ”comp_companyId>0 and comp_updateddate >= ’08-05-2016 00:00:00‘”, "Company", "comp_companyid"...
  • 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: JavaScript: How to populate Search Select Advanced field

    The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate the Search Select Advanced...
  • 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: Import Plus functionality fails on database connection

    Hi Everyone, I'm facing an issue when trying to import data from CSV file with Import Plus functionality. After I mapped entity fields with the fields in the file and hit Import, the process fails right after that, in the import summary it is saying that login to database failed with the user....
  • Forum Thread: How do I change the Exchange Web Service URL?

    We updated our Exchange server and need to change the Exchange Web Service URL but it is read-only. Is there any way to change it?
  • 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: Integration with Sage 100

    Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files 6523.20161110integrationlogSOCIETE1.txt 20161110ewaresystem.txt Thnks for your...
  • 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: Access violation at address 1A14DA6C in module 'eware.dll' error, when trying to connect a Web Reference from Visual Studio.

    I’m trying to connect to the eware.dll to access webservices/webservice.wsdl, but get the following error when I try to connect to this as a Web Reference from within my, c#, solution: There was an error downloading 'https:// {machineAddress} /crm/eware.dll/webservices/webservice.wsdl'...
  • 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: Sage CRM with Sage Etendue

    Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.
  • 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: Sage theme - font colour

    Hi We have recently upgraded to 7.3 and using the 'Sage' theme but the blue font in lists and classic dashboard is not liked by users. We would like to changed to navy and have looked in the style sheet but unsure what section of the css file to amend. Many thanks
  • 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: Accessing CRM.CreateQueryObj from Workflow rule action Display Field for Amendment

    I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display Field for Amendment is a date. What I would...
  • Forum Thread: Create multiple orders from an opportunity in Sage CRM 2017

    Hi I am trying to create several orders and associated order items programmatically from an opportunity in Sage CRM 2017 using a workflow rule. I am aware that there is the workflow rule action Execute SQL Statement. With this workflow rule action, how do I return the id of the created order so that...
  • 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: 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: 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...