Sage CRM

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…

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…

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…

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…

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?

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…

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…

We use the Rest API of Sage CRM (2022 R2, on premises). The result of a GET of an Email fails to return the type of the Email. Same for GET of Phone (no type of Phone number). The documentation shows that the response should contain attribute '$type'…

Hello, Anyone have any recommendations for removing results from quickfind that are marked inactive? Working on dealing with moving contacts from one company to the next, evidently the "correct" way to do things is to maintain the old record of…

Hi all, having some issues with the Merge Company feature affecting Notes for other entities in Sage CRM and cannot find where to change it. We are currently using 2021 R2 and I've checked release notes for newer versions and didn't see any changes noted…

In REST Web API i.e. how can we have two condition in same get URL, for example I have to pass assigned user id and project name too in same condition. For example, if there is project entity, I want all the project which is assigned to User id : 1 and…

Hi , Can we sort multi select on entry screen,i.e when multi select appear on screen it appear in sort order of its name rather than caption code. Thanks Adnan

I'm using Sage CRM 2018 R2. I am using some sdata calls which have been working fine until recently the calls to the sdata API are now returning a 403 Forbidden error. Does anyone know how I can go about resolving this ?

Hi I have created a SSA on the cases entity linking to Orders and then created another SSA linking to OrderItems The restrictor is working fine on the orders SSA in that when selecting a company on the case its only showing orders for that company…

Hi all I have tried to do a statement on the Create New Lead screen which hides the person field until a company name is entered. I have added the below to the create script and the field still showed. Is there something that I am missing? Thanks…

i have a request to send a notification if a field has changed on an opportunity, the assigned user. Would that be thru the use of escalations? What sql statement would determine a change in a field's value?

I am using SDATA calls to retrieve notes for CRM Cases. I have noticed that the SDATA call fails when the case being queried has a deleted note associated with it. The error returned is related to an invalid date format. I noticed by looking at the notes…

Is there are command to call Today's date while creating or editing a View in Customization?