Sage CRM

Development request: Please could the Field Name dropdown menu in Advanced Find be organised better. For example the field names within the entity sections be alphabetical. It's slow and inefficient when trying to put together an Advanced Find and…

I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…

Hi, I've recently discovered that the Opportunity Id field is missing from the front end of the system; Administration > Customization > Opportunity > Fields. It exists in the database so I'm rather baffled as to how this could have happened. How…

Hi, We're looking to add a field to the 'Create Task' Screen located in Administration > Advanced Customisation > Workflow > New > 'Create Task'. To show what we're after, I've amended the page code via the Chrome Browser. See image below for specific…

Hi, We're trying to hide two fields on the opportunity summary page when creating a new opportunity as well as existing opportunities if the oppo_source isn't a particular value. So when the oppo_source is 'Delivery Enquiry' we want the Delivery…

Hi All, Does any one have a suggestion on how a multi select field can be displayed in a different format Perhaps a group of tick boxes, radio buttons.... Working with a Multi-select can be a little annoying especially if you forget to hold the…

I have enabled workflow for the case. In case entry in the status tab I will be able enter problem details field but after stage goes to logged or any other stage problem details field is not displaying. Case Summary screen Case change screen

Hi. Wisdom needed, please. I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to: 1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype ) 2. Upon promotion…

Hi, I'm trying to create a label using merge field but I can't seem to work it out? I'm currently using CRM7.1SP2 Instead of getting multiple label in one page, I can only get one record per page and other merge field in that page will appear as normal…

Hi All, We would like to modify the Opportunity Status screen, it appears these fields are pulled through from the opportunity progress entity. All the fields in the Opportunity Progress entity appears to be duplicates of the opportunity entity. How…

Hello everyone. I have create an Entity by AdvanceCustomizationWizard. I also do a backup DB before create this Entity. than I restore the DB and i still see the icon of that Entity exist in Primary Entities. When click on it go to its detail. It has…

Hello everyond . I wonder why i create an User Select field for entity entry and it always show with Listbox in screen? It look so long. Could anyone tell how can i change it to dropdownlist ?

Hi, I'm modifying the scripts of the Company screen so that I can show/hide a field depending on the type of Company. The thing is that I have almost done it but there is one case in which it doesn't work. I've created a new field and I've added it…

Hi Community We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source. Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…

Dear All, I have been searching all over the community some simple process to set data into a field based on other external table field. Let's see an example: Sage CRM Db: Table Company: comp_companyid, comp_name,... External ERP Db: Table Customer…