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  • Forum Reply: Re: Writing a Stored Procedure for Task Creation

    Hi Nick, Your code won't link the two, so you need to create two more vairables, one for the communication ID and one for the comm_link ID. To set the IDs, you need to use the Stored procedure 'eware_get_identity_id', so declare your variables, then set them... EXEC @VariableName...
  • 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: 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: Selfservice: Anonymous Users

    Hi The need has arisen for us to have a sales contract which prospective customers can fill in. The data will then be saved to a custom table in CRM (Prospects). We aim to use CRMSS as the host for this contract. Initially these customers will not have CRM users and we want this contract...
  • Forum Thread: Report NOT grouping

    All hail the Herbalists! Greetings and salutations! I have a recalcitrant report that steadfastly refuses to group on a field in the view. Here's the view: CREATE VIEW vCaseComplaint AS SELECT Case_CreatedDate, Case_channelid, Case_productid, Case_companyproductid , Case_PrimaryCompanyId, Case_PrimaryPersonId...
  • 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: Massive exceptions.ix file

    We were surprised recently to find our test CRM server ran out of disk space. The culprit seems to have been the exceptions.ix file, which had grown to almost 10GB despite very light server usage. I saw an entry in the 6.1R release notes about a memory leak in the CRM Indexer Service that affects this...
  • Forum Thread: Sage CRM 6.2 removal problem

    We recently installed Sage CRM ver 6.2 to compliment our Sage Mas 90. For various reasons, we decided to un-install it. We used the add/remove programs feature to remove the CRM. There were no errors during the uninstall. However, our Outlook Web Access no longer worked. After a lot of digging, we discovered...
  • Forum Thread: IE 8/9 compatibility with Sage CRM 6.2

    I have a client who is on Sage CRM 6.2. When an appointment is being created, the screen does not show the name of the company and person on IE 8 and 9. We have applied all patches and hot fixes for this. Anyone encountered this before? Thanks. Gopi
  • 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: 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: Solutions and Cases: linked communications

    G’Day Fellow Herbalists, The solutions linked to cases and vice versa seems a bit broken in Sage CRM 6.2 to me when it comes to communications. I create a case and link a solution to the case. I open the solution linked to the case and there is a New Email button. This creates an email with...
  • 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: 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: Add an additional address to Cases

    Hi I am trying to add a new address to Cases. The address must be called 'Installation address' and default to the Company address. Is this a possibility? Any examples out there?
  • 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: 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...