Sage CRM

When I use a 'Create Script' on a field in a screen I can set a number of variables: Hidden (eg. Hidden=true;) AllowBlank (eg. AllowBlank=false;) DefaultValue (eg. DefaultValue="Active";) Or even functions: eg. RemoveLookUp("Inactive"…

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…

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…

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…

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…

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…

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…

We are running Sage 7.3b and getting ready to use the Forecast functionality. However, we are confused as to why Opportunities that have already been Closed, Won, etc. show up in the Pipeline? Shouldn't the pipeline only display In Progress Opportunities…