View more results: All Community | User Community
  • Forum Thread: Finding Entity Fields in other Entity Lists

    I've got a field in my Quote Entity (quot_reference) and a field in my Order Entity (orde_reference) and my staff would like these displayed in the opportunity results list when they search for an opportunity. So I navigate to my Opportunity Entity and go to List and then open up the Opportunity...
  • Forum Thread: Switching blocks' positioning in the Opportunity Summary screen

    Hi I want to switch the Details and Status blocks in my Opportunity Summary screen. How do I achieve this? Thanks, Robert
  • Forum Thread: Removing None option from dropdown

    Hi All, In Sage by default,a dropdown field gets created with '--None--' as an option.Can anyone pls tell me a way i could hide it.I have other values in the dropdown added from front-end and in future i might add more values or delete existing.But i want the this none option never to be shown...
  • Forum Thread: SAGE CRM 7 "Advanced Customization Wizard"

    Hello, Please I need "Advanced Customization Wizard " Could you tell me where I can download thank you
  • 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: Communication Default Filter

    Hi, By default the communications tab on the Company only shows "In Progress" communications. We tried to change this to show all communications by modifying the Communication Filter Box and adding the following code to the Create Script of the Status field: DefaultValue= "All";...
  • Forum Thread: how to give confirm delete in custom entity?

    Hi all, I want to have confirm delete screen in my newly created custom entity. i followed the below link.I copied the <script> code in my custom content.I got javascript error. Then I given in the ASP page itself as: Container.AddButton(CRM.Button ("Delete","delete...
  • Forum Thread: Customizing Opportunity Progress

    I have reviewed Jeff Richard's article - Customizing Progress Screens when Workflow Switched Off (Lead/Opportunity/Cases/Solutions), however one of our cliients is requesting to remove or hide the "follow up with task or reminder" line and checkbox right below the note screen in the OpportunityStatusBox...
  • Forum Thread: What's an easy way to find a field location?

    I know how to navigate the Primary Entities pretty easily, but finding a single field in the Secondary Entities is difficult. For example, In my reports, when I'm running them the Display Box drop down menu for the page size is defaulted to A4 instead of letter. I would normally be able to...
  • Forum Thread: Clone Opportunity ?

    We have a need for having the ability to clone a opportunity and wondering if this was possible or anyone had any sample scripts to point me in the right direction? I know it is possible as we have some custom entites that we are already doing this with. I wonder if there was a simple way to add a button...
  • Forum Thread: "Create entry in shared documents" - checkbox: set default to unticked

    Hi Where can you set the default value of this field to be unticked? Please see attached image. This screen appears when you click the "Export to File" button in the Find area of the main menu. Thanks in advance, Robert
  • 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: Hiding Fields in Opportunitydetailbox Throughout the Workflow (and Life of the Opportunity)

    I have three different departments creating opportunities: Sevice, After Market, and Project Mgmt. As you could imagine, creating an opportunity with all these fields in the opportunitydetailsbox can look a little daunting: The picture is small, but you can see there's three different groups...
  • Forum Thread: Pulling field data from Company into Cases

    Hi, I have had a request to add a new field to the Company entity, and then also display this field in the Case summary screen in a similar way to how the SLAID works. Is there an easy way to do this? Thanks James
  • Forum Thread: Why my Custom Content field can content only a few line of script ?

    Hello, Can anyone tell me why my Custom Content field in screen design page can content a few line of script? I cannot even past all script get from community. Is it has field length limitation of this Custom Content can be set to more or less? Best Regards, /Sokheng
  • 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: (Solved) Disable an Advance Search Field

    Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on an advanced search field. Example: When oppo_location...
  • 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: Two meeting too much & Auto-complete Appointments? Appointments are always stuck in "Pending."

    1. When creating appointments there's a list of actions: The thing is, there's many things to choose from, but what concerns me is the "Proposed Meeting" and the "Confirmed Meeting." We can define what one or the other one is until we get to the appointment status box...
  • Forum Thread: How to add company entity into lead detail screen?

    Hi all, Good day. I am new to this Sage CRM. I tried to add few company entity into the lead detail screen but I cant seem to find the other entity in the list other than lead entity field. Is it possible to add other entity(company or person) into the lead screen? Thanks a lot.
  • Forum Thread: Hide New Task Button on Calendar Screen

    Hi , Can anybody please share how to remove New Task Button from Calendar Screen" I tried the command below in Custom Content, It doesn't work. ====================================================== for(i=0;i<document.all.length;i++) { if(document.all[i].tagName=='A'...
  • Forum Thread: Mass changing of fields

    Hello! How do I mass change fields in CRM? Example: We started using the pers_status field quite recently, so almost all persons do have this field empty, which defeats the purpose. So I am looking for something along the line of: Example 1: For each personID DO if pers_status =...