Sage CRM

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…

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…

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…

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…

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?

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

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…

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…

I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?

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…

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…

Is it possible to add the persons email address below here? Thanks!

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…

Hi all. I am trying to add the Web Picker Opportunity to this screen.My page returns Object Reference not set to an instance of an object. The one in bold returns the error : public override void BuildContents() { AddInfo($"My Company ID id : {_sCompanyId…

I have seen these asked before, but i have yet to see a solution. I have created a template dashboard with a list gadget. I resize the columns to the way i want them. As soon as i go out and back in they are all messed up again. I have even tries to…

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select * when i really only need a few fields. I want to use FindRecord…

Good day, all. We have a requirement to have a document of a specific type that was merged / uploaded against a custom entity, to be sent to the linked customer record using an escalation e-mail. We have previously developed an application that can…

Is this possible at all ? I have tried using $.ajax (which im assuming is not available as its serverside) , the XMLHttpRequest() object, and the fetch() function and none of them appear to work for me.When a particular field value changes I want to call…

I have managed to create an entry not tied to any CRM field, however I would like the EntryType to be EmailText but I can't see to get the syntax right : Entry email = new Entry("email"); //email.EntryType = Sage.EntryTypes.EmailText; email.Caption =…

Hi I have built a custom entity, which also links to the company and another custom entity. I have amended the vMailMerge<Entity> to include all the tables I need but if I add a field from my 2nd Custom entity into the email template it does not merge…

Hi all, I am trying to remove the Person information from the New company screen. I have the following code : $('#StandardForm > table:first > tbody >tr:eq(11)').hide(); and this hides it but because the Fullname is required it refuses to let me submit…

Hello, I have two js Skript in my js/common installation. For example: One.js var One = One || {}; One.exec = function () { document.EntryForm["vpos_preis"].value = 99; ] Two.js var two = Two || {}; Two.exec = function () { document…

Hello, I have a custom entity and want to get a value (price) from a custom sql-table based on the chosen value of three fields (product, channel, place) Every time one of the three fields were updated in the screen I need to update the price. …

Has anyone seen the COM createObject in ASP just stop working (line 1 in the sample below) ? The error in the windows event log is Server.CreateObject Failed. 80040111. 1. CRM = eWare = Server.CreateObject(ClassName); 2. eWare.Host = "DPP"; 3. eMsg…