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General Discussion Company Library Directory Missing

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Company Library Directory Missing

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Posted By avolpe over 2 years ago

I imported a bunch of company records, but none of them have a Comp_LibraryDir value. Any ideas on how I can get that to populate or fill in myself through SQL?

Thanks,

Anthony

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avolpe over 2 years ago in reply to Vega +2

I am automatically adding documents from Sage 100 ERP into CRM, so the value needs to be 'pre-set'. I used the resources Jeff send to fill it in. Thanks for the insight!

0 Sage CRM over 2 years ago

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Hiya

There are some useful articles here: Search - Sage City Community

Regards

Jeff
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0 Vega over 2 years ago

Last time I did a large import, I found that CRM doesn't generate the library path on the record. If it is null, the first time you add a document it should insert it for you. I'm hoping my memory is correct on this as it's about 8 years ago I found this issue.
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0 avolpe over 2 years ago in reply to Vega

I am automatically adding documents from Sage 100 ERP into CRM, so the value needs to be 'pre-set'. I used the resources Jeff send to fill it in. Thanks for the insight!
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