Sage CRM

Hello, Is there any way on CRM to hide the 'New Company' and 'New Person' buttons on the right side of entering a new Lead? Highlighted in the image below:

" An error has occurred in a CRM .net customization. Please contact your vendor to resolve." when i try enter a quote from Sage CRM. I have tried all i know but i can't fix it. Anyone can help? It just keeps loading but displays no results.

Hello, I want to share how to customise the time entry list by adding translation. By Time entry list i mean the dropdown list we get that allows us to select the start time and end time for an appointment(scheduling appointment). For eg: by default…

I apologise if this is covered somewhere but I cannot find the answer anywhere. When creating a new multi-select field the actual field within the database is created with a data type of nvarchar(255). This means that if you combined multi-select values…

Hi, From where can I customize the communication lists for Order and Quote? I noticed that: Administration -> Customisation -> Communication -> Lists -> CommunicationList is implemented for Company, Contact, Case and Opportunity communication lists…

Hi All, Using standard CRM Reports on a custom entity I have a standard report with grouping (Group by company) and the details are listings of qty's from my custom entity Then I have a (sum) total at group footer Is it possible to suppress the…

Hi All, On the Wave Activity screen - there is an option to: Show/Hide analysis When you show analysis - this shows a summary total of Opp/Comm/Leads etc.. On leads as an example - I would have say 50 leads as part of the Wave Activity Is it possible…

Hi We have made a number of customisations to a Test CRM system (adding some entities, fields, tabs, screens etc). We now wish to apply these customisations to the live system. Is there any way of doing this without having to go through and manually…

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Hi All, I am working on a workflow for a client in CRM for enrollment to a club. As part of the enrollment process, I want to place a conditional rule on whether or not the client has paid a deposit to the club so I used the following javascript: …

Hello everyone. I have create an Entity by AdvanceCustomizationWizard. I also do a backup DB before create this Entity. than I restore the DB and i still see the icon of that Entity exist in Primary Entities. When click on it go to its detail. It has…

Hello everyond . I wonder why i create an User Select field for entity entry and it always show with Listbox in screen? It look so long. Could anyone tell how can i change it to dropdownlist ?

Dear All, I have been searching all over the community some simple process to set data into a field based on other external table field. Let's see an example: Sage CRM Db: Table Company: comp_companyid, comp_name,... External ERP Db: Table Customer…