• Is there a developer environment available?

    Is there a developer environment available allowing for testing/validation of changes that allows us to push the changes out to production environment at a scheduled time? Ultimately looking for ways to avoid impacting production when modifying.
  • 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.
  • 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…
  • 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…
  • 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…
  • Add Screen to Panel does not work

    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…
  • Dashboard Gadget List Column Size

    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…
  • .NET: How to creat an entry type of EmailText

    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 =…
  • Removing Person information from Company Entity

    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…
  • Code Generated List - Sort Column Descending By Default

    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 …
  • Server.CreateObject Failed. 80040111.

    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…
  • Opportunity Wave Item Conditionally Required

    I have tried like 10 variations of this, so I feel like I am missing something. I am trying to make Oppo_Waveitem required if the first 3 characters of the oppo_description doesn't equal 'OTF' but no matter what i try it doesnt work. I am doing this…
  • 2023 R1.2 - Email Editor - Options missing

    Hi have upgraded a customer from v2021 R2 to v2023 R1.2 and some options are missing from the email editor such as the colour picker this is what they used to see: compared to what they are seeing now: the main issue they have reported is that the…
  • Button Groups - Opportunity - Not Working

    I am working with a client who is currently using Sage CRM 2020 R.2 1219. As of last Friday, the buttons that had been added through the "Buttons Group" area in Admin for an Opportunity are no longer appearing. Has anyone else run into this and if so…
  • Reverting Icons to 2022 release version instead of the new 2023 ones

    Does anyone know if it is safe to revert the 2023 icons/buttons back to those from the 2022 release? Just that when you have custom entities it has been easy to add a 'picture' for the system to use but unless you have a graphic design package impossible…
  • Advanced Customization Entity Wizard: Issue with "Continue" button

    I am working with CRM 2022 R1. I created a custom entity with the Advanced Custom Entity Wizard component. When I am on the entity's "Summary Page" (EntitySummary.asp) and I hit the "Continue" button, ";charset=utf-8>" briefly displays on the screen…
  • Control-Center List-Element Error

    Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…
  • Suppress Zero Values from Rectangular Pipeline Chart Style

    Is there a way to supress zero values from the Rectangular pipeline style. All stages are displayed even if there are no records assigned to that stage This is different to the Cylindrical style which displays only stages which have records assigned…
  • New Email button on custom search screen

    Hi is there a way of adding the 'new email' action button to a custom search screen (run block)?
  • Mailchimp responses, create new Group, how to edit Group

    Hello, Pertaining to Mailchimp integration. Once a MC Campaign has been sent, we are able to see the results in CRM. From the results, we can create a New Group from contacts who Clicked the Mailchimp Campaign. When we create that new Group, here…
  • Creating Shortcuts For CRM User

    Hi there, I am trying to add menu buttons to a department manager's dashboard (2022 R1) so she can view the individual leads and opportunities for each member of her team. I was going to create a new gadget > main menu item > URL and then add the URL…
  • Sage CRM

    "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?"