• Numerical values cannot be aligned to the right on dashboard

    Hi, I created a report based on Opportunity entity, and then make it available for Interactive Dashboard. The column with numerical value is aligned to right on the report. This same report is available for a dashboard gadget, however, the numerical…
  • Show Action when condition is meet

    Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…
  • Building a list with an editable checkbox

    Hi, I have followed the information in this post: Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier) - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub and have downloaded the latest SDK that has…
  • Field to open a folder

    I need to create a field in CRM that has a link to project folder on the file server. We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number). On the file server we have projects listed starting with the same…
  • Dynamically change SearchSQL for an SSA field client-side

    I the article "Almost everything you wanted to know about Search Select Advanced Fields (A round up about lookups)" https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2015/06/23/almost-everything-you-wanted-to-know-about-search…
  • Using a SQL Search in a Variable

    Hi All, I'm trying to create a dynamic prompt for users. That when going to a Case record it would show if the contact doesn't have an email address. I'm trying to use something like the following on the Person field on the Cases screen. I know how…
  • How to get user id to use in execute SQL statement?

    Hi all, I wanted to get the Current user ID & use it in SQL Statement and run the statement from workflow rule. I am using #U on this statement: update Lead set Lead_AssignedUserID=#U where Lead_LeadID=#Lead_LeadID# based on this reference: https…
  • Margin Change in CRM Mail Merge Template

    Hi. I am using Sage CRM 2023 R2. I am trying to modify a mail merge template. The margins on the first page are 1.5 inch top margin and the bottom margin is 2 inch. The 2nd and subsequent pages are now to have a top and bottom margin of 1 inch. When I…
  • Validation Script

    Hello community I am currently working on a script in Sage CRM 2023 R2 based on the examples provided in the admin documentation. However, I am facing an issue with my conditional logic, and despite following the examples, it doesn't seem to be working…
  • Lead pipeline not tally with list, duplicate states on pipeline

    Hi all, I have the following issue on Sage CRM Lead page. the lead pipeline is not tally with the list. the state "Approved" is duplicated on the pipeline. which view table can I check for the pipeline? thank you.
  • can you update customer id in crm

    with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage
  • Table Script Common Functions File

    I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it. At the…
  • Filing queries under customer

    Hi with the new import email feature on Sage CRM it is filing the email solution under communications and not the query menu. So when I create a new query against a company it will not let me import an email for solution against this query, the only option…
  • Assistance Needed with Adding and Restricting Access to a Field

    Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…
  • Cell Text Colour in Lists

    Hi All Following the link below I've been able to add colour to the background of a cell in a list. But there is nothing about the text itself. Is there a similar method to also change the colour of the text? (so I could have white text on a red background…
  • Advanced Find Field Name Dropdown Organisation

    Development request: Please could the Field Name dropdown menu in Advanced Find be organised better. For example the field names within the entity sections be alphabetical. It's slow and inefficient when trying to put together an Advanced Find and…
  • Filter by date dashboard

    We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?
  • Sage CRM mobile calendar

    Is it possible to add company and person details to the mobile calendar list when you first logon to the mobile web page if it isn't could it be added in a later release? Thanks
  • Create Script If Blank Then Else Default Value

    I am trying to write a script in Opportunity that says if the pers_markets field is blank then use the comp_markets, otherwise use pers_markets, but i cant seem to get it to work. What am i missing? var CompMarkets = CRM.GetContextInfo("Company","comp_markets…
  • Creating Group With Checkbox Field In Search Criteria

    Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
  • Created field not shown

    I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?
  • error filtering title eq 'newsletter'

    I'm having trouble filtering leads using the `$title` field. When I use the following query: https://{{server}}/sdata/{{install}}j/sagecrm2/-/Lead?startindex=1&count=10&where=$title eq 'newsletter' It shows all the leads instead of filtering. Then I…
  • CRM Self Service Demo Redirects to Blank Page after Login

    Hi everyone, upon successful logging into the self service website, it redirects me to a blank webpage instead of the home page. Likewise, when I try to access the home page via the menu/address bar while I am logged in, I get redirected to a blank page…
  • Add Email Address To Selected Person

    Is it possible to add the persons email address below here? Thanks!
  • Multiple Lists Pagination Issue

    In order to work around an issue with Dashboards I am building a simple ASP page which displays two lists side by side. One list displays all outstanding communications for the user, the other displays all outstanding communications for the Team the user…