• How to mass delete all company?

    Hi all, I wanted to mass delete all company because it is duplicated after import from sage, and would like to start a new. but I do not want to replace with a new database because of the other valuable data such as users, workflows etc. I just want…
  • Delete confirmation on custom entities

    Hi, When deleting records from a custom entity, by default, you hit delete and it's gone. No confirmation, no nothing. I am aware that it is easy to add a javascript confirm function call to the button press but this doesn't give a consistent look and…
  • How to identify reports or groups that reference specific views?

    We're experiencing periodic slowdowns in our recently-upgraded Sage CRM 7.2 system, and see a lot of these kinds of errors: You may need to recreate views manually. : SQL Error Well, we should clean those out anyway. When I try to edit some of our…
  • Help please - how do I un-delete a company

    Hi I am new to Sage CRM and my co-worker has recently left, leaving myself and another admin in charge of our whole system! One of our companies has disappeared. So have all the contacts which are linked to it. However when I click onto the Work…
  • Possible to prevent deletion of leads?

    Hi How would I go about preventing sales users from deleting leads? Would this be done by adjusting in their security profile?
  • Self Service Delete Button

    Does anyone know how to enable the Delete Button in Self Service. I tried doing DisplayButton(Button_Delete) = true; but that doesn't seem to work. I also tried creating my own delete button like this... censusListBlock.AddButton(BuildButton("delete…