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  • 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: Entities based on Custom views

    Good day This is so trivial thing but I could not find anything on the community. What I want to do is to create a view in the CRM DB and create an entity in CRM with that view as the basis. I need to expose the values I get from this view in an advanced search select. Please advise if this...
  • Forum Thread: Writing a Stored Procedure for Task Creation

    CRM 6.2.i I'm trying to create an escalation that runs a stored procedure when: a. The opportunity is a certain type b. The field oppo_biddate is not null c. The field oppo_biddatecal is false These can be settled easily in the trigger clause of the workflow. What I don't know how...
  • Forum Thread: Setting field values on screen

    Hi What I'm trying to do is to set a range of fields from one field's oncreate script. I have an address line 1, address line 2 ... I want to do a SQL lookup on address 1 and from there set the value for address line 1 and address line 2 etc etc. I know about the DefaultValue...
  • Forum Thread: Checking Opportunity Fields On Save Button in Workflow

    CRM 6.2.i We have MAS 200 integrated with with our CRM. So when they create a new opportunity, they click on the "New Quote" button (in the Quotes tab) or "New Order" in the Orders tab and MAS pops up to allow them to fill in the information. After they refresh CRM, The quote or...
  • Forum Thread: Opportunity Fields Set to Read-Only

    CRM 6.2.i I have two fields, oppo_type and oppo_status that is locked in read-only even though it says to be readable and writeable by my security profile (Unrestricted Profle). I know it's not my account specifically (our admin account and others with Unrestricted Profile cannot edit the fields...
  • Forum Thread: Specifying Product Totals in an Opportunity Based on Manufacturer

    Sage 6.2.i Here's a fun one! We have MAS integrated with our CRM, and in MAS we use UDFs (User Defined Fields) to track our products based on manufacturers. What I've been charged to do is to find a way for the opportunity creators to track the numbers for reporting purposes, and be...
  • Forum Thread: Making Fields Auto Populate with Key27 Doesn't Always Work

    CRM 6.2.i I've implemented code so when users right click and select a workflow, the oppo_type is automatically filled out for them. This is so the correct fields pertaining to the opportunity are not hidden. Here's the code in my CreateScript of oppo_type: var idval = Values("key27"...
  • 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: 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: 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 Thread: Sage 6.2 Crm to Sage 200 7.1 CRM

    A client of ours has Sage 200 Accounts and Sage CRM 6.2(standalone). They wish to Upgrade to Sage 200 2011 and Sage 200 CRM 7.1 (integrated). I asked Sage Support and they recommend installing Sage 200 CRM 6.2 over the standalone 6.2, setting up the integration in both CRM and Sage 200 and...
  • Forum Thread: Adding Mobile Phone to Activity Report

    CRM 6.2.i We've got an activity report for our sales that lists what activities they have so at the beginning of the week, day, they can run the report and see what they have scheduled. Action | Date/Time | Details | Company Name | Person | Phone Full Number Well it came up in a meeting...
  • Forum Thread: CRM 6.5 with IE 10

    Hi, Is CRM 6.2 compatable with IE 10 ?? and is CRM 6.2 compatable with windows server 2010 ? Please advice.
  • Forum Thread: Starting a New Opportunity from One Workflow to Another

    CRM 6.2.i Let’s say I have two opportunities (prebid and postbid). Each has their own set of fields that are displayed depending on which is chosen. I’ve done this with an if statement (for example): var oppoType = CRM.GetContextInfo("opportunity","oppo_type"...
  • Forum Thread: Adding Filter Screen to Company Entity

    CRM 6.2.i I created a new tab with a list to show opportunities that are related to a different company. https://community.sagecrm.com/user_community/f/84/p/8907/24861.aspx#24861 The next hurdle is getting that filter guy to pop up on the right. I found a post for it, but I'm still muddling...
  • Forum Thread: Escalation Rule in Workflow to Close Opportunity

    CRM 6.2.i I currently have an escalation running in a workflow of mine that checks to see if all the quotes and orders are invoiced, checks to see that a field is NULL (so it doesn't keep repeating the escalation) and then it closes the opportunity (it sets the status to complete). What I want...
  • Forum Thread: Dashboard Error Solution

    try this to solve this problem its one of many solutions 1-enter this link to browser C:\Program Files\Sage\CRM\Services\IISUtils\CRMRewriter\Default.aspx if 404 error or 500 apear you must go cmd and run it as administrator the write this command %windir%\Microsoft.NET\Framework\v4.0.30319...
  • Forum Thread: Getting Field generated Case Reference ID in CreateScript

    Hi Is there a way on the New Case screen to get the generated Case_referenceid in the CreateScript for another field. What I need to do is have a caption link to an external site. The link will for instance be www.testsite.com?case=1-12345 This will have to be for all cases, new and existing...
  • Forum Thread: Creating a Tab to Show Related Company Opportunities

    CRM 6.2.i The word has been passed down to me that in addition to the opportunities tab in a company; an engineering tab needs to be added. Management LOVES the pipeline (you can see some of my other posts of projects that I need to get done) and in our business, opportunities have the customer...
  • Forum Thread: Removing (or Hiding) the Quick Appointment Bar

    Out sales guys are required to create an schedule with companies attached. Previously they created them in Outlook, and upon syncing it would be on their calendar. Well they're required to attach a company to these appointments (and person if available) and while they're creating appointments...
  • Forum Thread: Put Panels beside each other

    Hi how can i put 2 panels beside each other????
  • Forum Thread: add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • Forum Thread: Adding Lead to the Tied Fields on the Regarding Field

    CRM version 6.2.i I've seen a few articles about adding other user-created entities to a linked field, but I can't quite figure out why Lead isn't available for linking. Our sales staff creates leads to develop into opportunities. Before they become opportunities the lead must be nurtured...
  • Forum Thread: alignment from left to right?????

    Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/