Sage CRM

Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…

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…

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.

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.

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…

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 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…

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 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…

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 …

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…

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…

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…

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…

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…

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…

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…

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…

Hi is there a way of adding the 'new email' action button to a custom search screen (run block)?

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…