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  • Forum Thread: Integration accpac????????

    i want to make intgration for .net system with accpac 5.5 when i start recording option and go to recipt screen if the item serial i try to enter serials put the recorder cant record serial ????? can any one help me by give me view name or any other help????????
  • Forum Thread: How to set field value base on SSA field changed ?

    Hello everyone. I have a custom Entity (e.g Store ). In Store Entry screen i have two more person fields are PersonName(SSA field) and PersonWebsite(text field) . whenever user select or search SSA field i want to set PersonWebsite automatically base on Person Entity. So could anyone tell me how to do...
  • Forum Thread: queryidnodateresult.more option

    Hi All! I'm developing a SageCRM connector and I am getting the deleted entities in SageCRM using the API (wsdl). For this case, I'm using the queryidnodateresult() method, it returns queryidnodateresult object. It turns out that this returned object, has a .more bool element. However...
  • Forum Thread: Custom Fields in C#

    Hi All! I am developing some code to manipulate custom fields in a C# Project (not asp) I created a custom field in SageCRM 7.1 via the dashboard, for the Person entity. Let's name it: TestID. In my C# project, only if I update the WSDL reference, I am be able to do: person myPerson ...
  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Thread: Is it safe to insert/update CRM data directly in the database?

    We have started to extend our Sage CRM system by creating various external applications and websites that read and insert directly to the Sage CRM database (we are using SQL Server 2008 R2). We are not using the sage web service to read/write data, we are connected to the database directly. My question...
  • Forum Thread: sdata url / configuration test

    Hi All, I'm quite new to sage crm but i read a lot about sdata service. So far i'm not being able to access the service and it looks like i'm not getting url of the service right. I'm following below sdata help which is available online at http://interop.sage.com/daisy/sdata/AnatomyOfAnSDataURL...
  • Forum Thread: Document Drop: Name Control

    Good day Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build in validation in file names or even to rename...
  • Forum Thread: Using the Web Services API

    I am trying to use the web services API, but I'm running into an issue. I've found that if I log into SageCRM and have an active session, then the API works fine. However, if I do not have an active session and I try to connect the the web service API, then instead of returning an XML response...
  • Forum Thread: User Select field show with listbox .

    Hello everyond . I wonder why i create an User Select field for entity entry and it always show with Listbox. It look so long. How can i change it to dropdownlist ?
  • Forum Thread: How to auto populate reference id or my new custom entity?

    Hi Am new to Sage CRM.I want to create new reference ID as auto populate in my newly created entity. The reference Id have to be in the format as xxx - 1 , xxx - 2 or something like this. I want to know the ways we can do those.As I searched I got one method as creating new format in stored...
  • Forum Thread: Custom Entity Link from Communications Regarding field

    Sage CRM v7.0.d.2 Custom entity called Service created using the Advanced Customization Wizard Customization is done using .net, service.dll has a RunDataPage method The Service entity has communications The comm_serviceid field is a Search Select Advanced field that works Find Service is available in...
  • Forum Thread: Patch Update Notification

    Wondering how one gets notified when new patches or updates are released for CRM200. Looked everywhere in the portal for notification but do not see how to do this. Most systems have a place to allow users to sign up for updates to the product. In this last releae Patch E it had a major fix that was...
  • Forum Thread: Saved Searches in C#

    Hi All, I'm developing a SageCRM connector and I would like to use the saved searches in my project. So, is there a way to use those saved searches in Sage instead of using the methods for queries. I don't see any related method so I can use the saved searches. Thanks all!
  • Forum Thread: CTI

    hi i installed CTI snd everything is ok but when try to see telephony server in mmc to config and connect it to phone line the is no telephony server found how to enable it ??????? thanks
  • Forum Thread: Chart Duplication

    hi all, this chart give me duplicate data i cant solve it any help ???????????and the code shown var strSQL = "select count(mesh_membershipid) as 'mycount', 'Class 1000' as 'mytype' from membership where mesh_class=0 union select count(mesh_membershipid) as 'mycount'...
  • Forum Thread: Checkbox validation

    Hi I want to validate if a checkbox field is ticked. But for some reason I am not able to make use of the standard validation script here. field name to be validated = 'oppo_invoiceattached' field type = checkbox db value when ticked = 'Y' db value when unticked (default) = NULL...
  • Forum Thread: Access base Field .NET

    I have the base screen in .net sage crm how can i access the field in the screen???????????? and give it caption or onchange or .....etc how r u Jeff??
  • Forum Thread: Change the user list to the related team users

    How can I change the list of users in the email screen some how each user just see his own team users not all the users. In fact I want to restrict the users not to be able to send email to any body which is not in their team I couldn't find any customize screen hyperlink on the email screen....
  • Forum Thread: Sage CRM integrator recommendations (NYC)?

    We've been all but abandoned by our integrator, and are looking for a good Sage CRM/Accpac integrator in or around NYC. Any and all recommendations appreciated. Thanks, Andrew Sasaki Director, Data Systems The Deal LLC
  • Forum Thread: Using Create Script to display a Count of Communication Records in a Field

    I have a field in my Opportunity entity called "No. of Demos", which should display the count of demo-type communication records related to that Opportunity (which are not cancelled). My create script does not work yet, but so far looks something like this: OppoId = CRM.GetContextInfo...
  • Forum Thread: Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Forum Reply: Re: how to set the email address of sender

    Hi!, I think you might be wanting to use mAddressFrom in the MessageBlock object, assuming you're using the COM API. There's more info available at sagecrm.com/developerhelp . Just for future reference, you might want to make sure you're signed up to the Partner community - you'll...
  • Forum Thread: Rewrite Error + IIS HELP

    when i am download sage crm it's start correctly until it become finalizing and the error message below appear what is the error ???? and this is a picture for iis 7 installed in my pc and this for sites folder dosn't contain anything
  • Forum Thread: Sage v7.1 Web Services (Add vs Addrecord)

    Hi All! This is my first post, and I'm using the web services to manage the existing data in sage via C#. Currently my version is 7.1 I have two questions: I could not find the " 7.1 Web Services Guide", did I miss it or it is just not available? In the " 7.0 Web Services...