Sage CRM

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We have a user who just upgraded to 2023 R2.1 from 2017 R3. (Upgrade path: 2017R3 - 2019 - 2022 R2 - 2023R2 - 2023R2.1) With 2017 R3, it was possible to modify MS Word Template. With 2023 R2.1, user manual says that you have to delete the Template and…

Hi all, in my Lead workflow, I wanted to send out email to recipients once an action is triggered. However, in the list of fields to include in email content, I cannot select any company detail from Company table. Its only showing data from Lead table…

Hi I have followed the instructions in a post with the same subject line as above, which does wrap a multiline text field when in edit mode but displays it as a single line of text. Is there any way that the display can also wrap? The single line of…

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 have two questions from our Sales and Marketing Department: Filtering Email Templates by Team/User : Is it possible to filter email templates by team and/or user? We have three divisions, and together they include a total of 12 subdivisions…

I have this datetime field that i am trying to make read only once its populated, but i cant seem to validate if its 'blank' or not. Here is my latest attempt. Thanks! if (Values('oppo_proposalduedate') === '12:00:00 AM') { readonly = false; } else…

Hi Community, Today, a colleague asked if she could export all her opportunities (My CRM tab) to Excel. While copying and pasting might work for small lists like 25 rows, it's not the ideal method. I initially thought exporting was a standard feature…

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…

Hi all,. I wanted to change the action name that is displayed on the screen from "Document Reviewed" to "Document Review". I have try changing it in the workflow rule, did not success. I have try updating it, assuming that the value comes from…

Hi i am trying to populate some values on the 'new free text item' screen onchange of selecting a product, i have the following code in the custom content: function setValues() { var prodId = crm.fields("quit_productid").val(); var successProduct…

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, I created a report based on Opportunity entity, and then make it available for Interactive Dashboard. The column with numerical value is aligned to right on the report. This same report is available for a dashboard gadget, however, the numerical…

Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

Hi, I have followed the information in this post: Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier) - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub and have downloaded the latest SDK that has…

I need to create a field in CRM that has a link to project folder on the file server. We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number). On the file server we have projects listed starting with the same…

I the article "Almost everything you wanted to know about Search Select Advanced Fields (A round up about lookups)" https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2015/06/23/almost-everything-you-wanted-to-know-about-search…

Hi All, I'm trying to create a dynamic prompt for users. That when going to a Case record it would show if the contact doesn't have an email address. I'm trying to use something like the following on the Person field on the Cases screen. I know how…

Hi all, I wanted to get the Current user ID & use it in SQL Statement and run the statement from workflow rule. I am using #U on this statement: update Lead set Lead_AssignedUserID=#U where Lead_LeadID=#Lead_LeadID# based on this reference: https…

Hi. I am using Sage CRM 2023 R2. I am trying to modify a mail merge template. The margins on the first page are 1.5 inch top margin and the bottom margin is 2 inch. The 2nd and subsequent pages are now to have a top and bottom margin of 1 inch. When I…

Hello community I am currently working on a script in Sage CRM 2023 R2 based on the examples provided in the admin documentation. However, I am facing an issue with my conditional logic, and despite following the examples, it doesn't seem to be working…

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.

with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage

I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it. At the…