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  • last updated ship to address

    Is is possible to see who last created/changed a ship to address on a customer? I know normally you can right click, system info, and see the "last updated by..." but this doesn't seem to work in Ship-To address.

  • Address lookup

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

  • Representation with BP Addresses

    Hi - I am having a hard time creating a representation that has columns for address lines. I am using the BPADDRESS representation as a template, and I am trying to add columns for the individual address fields (BPADDLIG1, etc.) without success. I have…

  • Linking an address to another address

    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…

  • Default address not working for PO invoices

    My vendor maintenance screen has Address A and Address B. Address B is set as default. However, for Purchase Orders, Address A still shows up as the default and the result is the wrong address being printed on the checks. Does the purchase order entry…

  • how to select a supplier address to ship from on a Purchase Order?

    In PO enter the supplier X3 doc says ' When the entered supplier is a Normal supplier, you can view and potentially modify the address from the Actions icon, as soon as the supplier code has been entered.' Is this to allow the selection of one of the…

  • Add intermediate consignee address

    During the shipping process, especially for international shipments, it frequently occurs where there is a need for an intermediate consignee address field for shipment paperwork. Can you review adding an intermediate consignee address field (or similarly…

  • Max Ship-To Addresses Reached?

    My company has encountered an issue where we can no longer enter any new Ship-To addresses for our account. It seems Sage X3 (v7 patch 8) sets a limit at 200 ship-to addresses per BP. ^200 Address Limit vs 1 Address^ Is there a parameter I can change…

  • URGENT! Please expand address fields in Customer module for remit to and ship to addresses to accommodate international addresses.

    I thought I read somewhere that Sage is a global company so this surprises me. Sage 50 US is unable to accept addresses from any country other than the United States at this time. There is often a lack of sufficient space for all required fields for international…

  • Create, Update and Delete Contact and Address

    I want to Create, Update and Delete Contacts and Addresses using COM api. I have done with Create Contact and Address but is there any way I can Update or Delete Contacts and Addresses? I am using Interop.PeachwServer.dll to create contact and address…

  • Searching for a Person by Business Address. An example of codeless customization.

    A customer had a business requirement to be able to search for people and filtering them by either their business or home address. When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen…

  • Working with Default Company Addresses

    If you need to list company default/main addresses you can link from the Company to the Address table. You don't need to link to the address_link table. The address link table is used to keep details about the alternative addresses that might be stored…

  • Add an Additional Address to an Existing Company and Person using SOAP Web Services

    Below is some simple C# code that shows how to add a new Address to an existing company. The address is inserted and linked to the company and the default contact for that company. Notes : The webservice object is called CRMbinding. The Company…

  • New Search Screen Fields

    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…

  • Help! Understanding Addresses and associated tables and screens

    Hoping someone can assist me in understanding how address data appears in the data tables and back out to Sage CRM. On the company record, I see two areas where the company address is presented..On the company summary tab and on the address tab. When…

  • Error on Adding/Updating to both Sage ERP and CRM

    Hi, We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…

  • About workflow rules based on custom views...

    Although I'm working with Sage CRM for 7 years now I still discover new things every day. Today I've remembered that we can create a workflow rule based on a view instead of a table, and it lead me to some new thoughts and I need a few answers to see…

  • Link_CompAddr and Link_PersAddr won't disappear

    Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…

  • New field GPS coordinates to address

    At the moment there is no standard field to add GPS coordinates. It will allow integrating with different navigation apps and sometimes clients/suppliers do not have postal address (for example event place, construction place etc.)

  • Do something clever (PLEASE !) to be able to cut and paste whole blocks of an address rather than line by line.

    We waste hours and hours faffing about with this when (almost) the rest of the world can cope with pasting a full address and letting the computer (nooo!) do the clever time consuming bit of sorting it out.

  • Hiding Invoice Delivery Address

    Hi, I'm trying to put a delivery address on my invoice in Report Designer. I'm using the following variables: SOPInvCredAddresses.C_AddressLine# - invoice address SOPInvCredDelAddresses.C_AddressLine# - delivery address I want to put in…

  • Additional Address Line

    Add an additional address line, certain addresses require more information than the allocated space.

  • Increase size of zones to store addresses (or add parameter to define this size)

    Hello, the naming of the servers does that the zone SERVEUR is slightly too small in Production - technical Data - Centers of weighings - Configuration Place/box. I was able to modify the zone in specific, but the SUBSBX program uses variables to store…

  • AP/AR invoices: Possibility to select BP bank account

    For customers and suppliers it is possible to create more than one bank account for a single BP adress (in GESBPC / GESBPS, tab "Bank ID number"). You can have one BP address that has several different bank accounts. One of them can be defined as standard…

  • adding a new "address type" to customer addresses

    My forecaster wants to add another option under a customer address. Similar to "contact email" or "residence" . We found the help documentation online on how to add the script SPEBA but there is a second step to manage the entry point "REMP_ADRBPA" from…

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