Sage CRM

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…

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…

"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?"

We've built a client-side customization on a CRM list object that translates a cell text value into a hyperlink. We just grab the current text using getCellText(), build out our "<A href=" string, and then update the cell HTML with setCellHtml(). It…

Hi All, I was trying to build a custom filter box based on the blog https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/10/29/building-list-screens-with-filterboxes.aspx . Everything works fine except --All-- Option…

Has anyone recently used an address lookup in Sage CRM that they would recommend? Thanks Sarah

Is it possible to add the email To field into the new Import email screens in CRM, customer is wanting to add it to the list for the Sent Items? Thanks

Hi, Does anybody know if it's possible to use the filterWhere condition to use a columnIndex rather than the column name? I'm using a CRM list as the basis for a schedule, with the column headers dynamically set to dates within the next 3 weeks. I…

Hi I would like to update the view on CompanyLongBox to pull in information from a Qnect. Can someone please tell me the view and if it is advisable to do this? The only other way I can think is to recreate the fields and get the Qnect integration…

Hi, I've just upgraded a system to 2022R2 and script that previously worked (7.3) to change the background colour of the person status (green for active, red for anything else) does not work! Is there any way the background can be set for a 2022R2…

Hi All I used the Entity Wizard to create a custom entity. But does anyone know how to now add in a Filter screen on the right hand to My/Team CRM for that entity? Just as you would see for Cases and Opportunities

I currently have a request from a client to link an address to another address. I would want to make it function with the current "Links" related to an address which is currently linked to a Company or People as shown in this screen shot. I think that…

After upgrading to Sage CRM 2022, when a user attempts to use the recent list for a custom entity an error is thrown. This happens even if a new value is added to the list so I don't think clearing the list will help. This is the error... I reviewed…

Hi all, on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row. Please teach me how to add hyperlink…

Currently, we don't have a setup to use the CRM app. In order to access CRM via mobile, we VPN in and go to the CRM address just like we would from a computer, but from a smartphone. While they are looking at improving this, I never believe the implementation…

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…

I am customizing the Company screen. When I try to move fields to a new row, "New Line" is not available. I see "Same Line" & a blank. I try to use the blank, update it, save it, but it always reverts back to Same Line. Looking at other screens in Lead…

When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…

Just upgraded to SageCRM v7.3c and many of us are using the Contemporary theme but we don't care for the green fonts. Is there a way to change to blue or black for more contrast?

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…

I need documentation (system administrators guide) on how to set up cases for my users. The system administrators guide is seriously lacking documentation. HELP!

Hi, How can I add searching capability in company documents? Although documents can be categorised, there is no searching capability based on these fields or keywords.