Browse By Tags

  • Adding Custom List to Company Summary Screen

    Hello! Our organization is using Sage CRM 2021 R1. I've developed a custom list named CustomDistinctCommAction. I'm seeking guidance on how to display the content of this list within the Detail box panel on the Company Summary Screen. Is there…
  • Request Assistance - Under Company record add new Tab and List in Sage CRM

    My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
  • Dashboard Gadget List Column Size

    I have seen these asked before, but i have yet to see a solution. I have created a template dashboard with a list gadget. I resize the columns to the way i want them. As soon as i go out and back in they are all messed up again. I have even tries to…
  • ODBC TABLE LIST

    Is there a full list with all the data that can be extracted i.s.o. searching it in ODBC itself? Thank you
  • Supplier Lists - Active vs Inactive

    How would I get a list (preferably exported to Excel) of BP Suppliers? Even better if they can be separated Active vs Inactive. Thanks!
  • Table (List) contents are truncated.

    In my list contents are truncated. The list is based on a view. In the view the data (SQL Management Studio) is displayed completely. What can I do so that the entries are not truncated? Thanks in advance for your feedback. Many greetings from…
  • Display decimals for amount field on List

    Help please! I have an Amount field on a list page. The underlying data in the table which produces the list indicates the value goes out two decimal places. (Ex. 18,947.67) However, on the list it is displayed as $18,948. On an entry screen, when…
  • Tip - Show grid lines on lists views

    To make things easier to find when you're working with large lists in Sage 50cloud Accounts, you can add gridlines to each module. Read more >
  • Mobile Site List Captions

    Is it possible to add field titles/captions to the find lists on the mobile website?
  • Get all companies returns bad data for first page

    Hello All, I'm having this issue when running the endpoint " http:// {{server}} /sdata/ {{install}} j/sagecrm2/-/Company" with no variables or with "startindex=1&count=10". For the first page I'm getting the id's (424,425,426,427,831,832,833,834,835…
  • Timecard List sort

    Is there a way to have the Timecard List sort in alphabetical order instead of employee number order?
  • Save time - Work with lists more easily

    To make things easier to find when working with large lists of records or transactions in Sage 50cloud Accounts, you can add gridlines to the lists in each module. Find out more
  • Tip - Selecting multiple records from a list

    Were you previously able to select multiple records by clicking one record at a time, but now you find that this no longer works? For example now when you highlight a customer, then click on another customer, the previous customer is no longer highlighted…
  • Tip - Why are my customer / supplier records out of order?

    In Sage 50cloud Accounts, you can sort most list windows by clicking the individual column headings. If you click a column heading by accident it can appear that the list is in a random order. Read more >
  • How to add or remove columns from list views in Sage 50cloud Accounts

    In Sage 50cloud Accounts, you can configure the columns in each module, for example, Customers and Suppliers, and many additional windows with list or grid views. Read more >
  • Add Clear Button to Custom Find List

    Does anyone know how to add a clear button to a custom Find List? example below. Thanks! Anthony
  • Inventory adjustment List will not load

    Hello everyone, We are using sage 50 accounting 2020. We added columns to our list from the settings menu on the inventory adjustments window. Now we are unable to load the data, it just continues to attempt to load. And because it is loading, access…
  • CALL LISTE (GESATH) with LISTENAME and PARAMETERS

    Hi guys. I'm developing a map that aggregates a series of data by article (i.e. to the sum of the quantities in order). On the row I have a series of button actions, I would like to call consultations (created by GESALH) to show a details of data…
  • Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier)

    This article has been prompted by a question about what API options exist to allow customization to include an editable CheckBox within a Grid or List. There are a few places in Sage CRM where lists are displayed with an editable CheckBox. One location…
  • Enumerating Lists in .NET

    Below is a small snippet of code that shows how Lists can be enumerated within code. I needed to carry out a task that would cycle through the fields of a List block allowing me to set some properties. The code assumes the following usings using…
  • Create a List to Show Products Purchased by Company

    A business had a requirement to easily see what products have been ordered by their customers. Below shows the products that have been purchased by a company. This was created using the List and Runblock technique discussed in the article and video…
  • Customizing the FilterBox (FilterScreen) and the List (ResultsGrid) in a ListPage Class

    In this article I would like to consider the customization of the both the FilterBox (aka FilterScreen) and the List (aka ResultsGrid) used in a ListPage class. I have written about the use of the ListPage class previously. Creating a ListPage that…
  • Creating a Compound Page that displays an EntryGroup and List using the Web Class

    Below is some example code that shows how to create a compound page that displays an EntryGroup and List using the Web Class. using Sage.CRM.Controls; using Sage.CRM.Data; using Sage.CRM.UI; using Sage.CRM.Utils; using Sage.CRM.WebObject; namespace…
  • Creating a Basic List with the Web Class for Multiple Contexts

    Below is some example code that shows how to create a simple list with the Web class for multiple contexts. Company Person My CRM (Selected User) Team using Sage.CRM.Controls; using Sage.CRM.WebObject; namespace SA_Basic_1 { class…
  • Creating a Basic List using the Web Class

    Below is some example code that shows how to create a simple list using the Web class. using Sage.CRM.Controls; using Sage.CRM.Utils; using Sage.CRM.WebObject; namespace SA_Basic_1 { class CompanyOppos : Web { public override void BuildContents…