Sage CRM

My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…

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…

If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below var list …

"Good afternoon, I would like to inquire about a problem I am experiencing when opening the quote display on the screen. I also want to attach an image of the error message that appears. Can you help me resolve this issue?"

Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…

Hi all, on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row. Please teach me how to add hyperlink…

Hi All, I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…

Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou

Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.

CRM Auto-hyperlink allows report content to be clickable , and your previous (parent_page) page will navigated to the content of report you clicked. User reported that this is particularly annoying since if you have a long list of reports, each click…

Hi, I have to do customisations for clients using the integrated version and was wondering if anyone knew where to get the SDK for Sage200 CRM? I got the SDK for CRM 7.1 from this site for working on standalone CRM but I noticed there was a note on…

Hi I am very new to sage crm and I have a question about saving. I've been assigned a bug at my company and the issue is the save button does nothing. I can see why it is not doing anything, the line in the asp page is container.AddButton(eWare.Button…

In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?

I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…

Hi Guys, Im facing a proble when i call the custom javascript file from the wwwroot/custompages or crm/customdotnet/ in the workflow rule. can you guys help me how can i use the js function name and calling procedures. im getting the below kind of…