Sage CRM

Hello, I am using CRM 7.3 SP1 (hotfix 1) and there is a new workflow set up in the Case entity. The asp page is creating a new record and inserting the correct stage for the New record and inserting the tracking for the case workflow but, the workflow…

Hello, I am having a hard time with redirecting to a summary screen in asp. The redirect is being called from a list page under User My CRM and it uses the custom jump with the asp page name (redirect.asp?) and the case_caseid,case_workflowid as the…

Hi, Downloaded and applied 7.3SP1 Hotfix 1 to 7.3 SP1 full install should fix the "Cannot sort list in descending order" issue, however, it failed to fix the issue. Here is some information for references: I checked the release information on Signon…

Hello, I am following the manual to configure Exchange 2010 and there is a step saying that I should execute the following script: New-ManagementRoleAssignment –Name:<any name> – Role:ApplicationImpersonation –User:<impersonation user name here…

Hello, When I am trying to configure Exchange Server Integration in the CRM with Office 365 I receive the following error message: My email configuration in the CRM using internal SMTP relay is working fine. I made sure that my antivirus is disabled…

Hello, I just installed IIS Express Development Certificate, opened the HTTPS port (443) in my router and reinstalled my CRM with HTTPS option ticked and now the dashboards are not working externally. However, they are working internally. (Dashboards…

Hi, I originally installed my CRM without HTTPS option which works fine. Now I need to change my CRM to HTTPS protocol. One of the main questions I have is, do I have to reinstall my CRM with HTTPS option ticked? What does the HTTPS option…

Hello, I am using Office365 with Sage CRM 7.3 SP1 and Stunnel as a proxy application between Office and CRM. When i try to send an email though the CRM by going to the main menu > new > new email , I will get an error message saying "There was…

Hello, I need to enable Exchange Server Integration in Sage CRM 7.3 in the system behavior but the option is set to "no" and the field is read only. By following a manual and couple of articles, I found out that it is not recommended to change this…

Hey all, Checkboxes on search pages dont seem to work on mobile emulators at all. - (not sure about real mobile devices) Is this a known issue? Regards, Michal

Can anyone point me in the right direction on how I can set up the onchange script in the first field of the Free Text window in Orders and Quotes to extract the values from another opportunity and fill them into the Free Text fields? I've added a Advanced…

Hello, Is it possible to prevent record saving in Table Scripts? Normally I would use a client or server validation before any further execution/s but this is the easiest way for me as I am dealing with a web portal (asp page) from a different…

Hello, How can I add tabs to self-service portal and then iterate through them? (I want to iterate through them so that i can extract the values and put them to my own HTML content) Any suggestion are welcome. Thanks.

Hello, I have used Selenium before and noticed that there are some limitations. So, I was just wondering if any tester out there could recommend a good automated testing tool similar to Selenium please? Any suggestions are welcome. Thank you…

Hey guys, I have a custom asp page where I build a few blocks/panels. I have validate scripts on many of the fields and when i try to save the record it take a very very long time for it to come back with any response. At one time I actually receive…

I upgraded a customer to 7.3 sp 1 and the SSA fields don't work on the Lead to Company screen. So on the lead screen when you click on Add or Find Company it pops up the company entry screen. When you click on the magnifying glass nothing happens. looking…