Sage CRM

Hi All, I am having an issue whereby the screens in .NET are not able to display information from a view containing two entities. I remember distinctly being able to do this in ASP. I've got a view to join a Custom Entity to the Person Entity and…

Hi A very quick question: Can I use the .net API to create a simple console app that e.g. can display a list of all companies and maybe add a new company to sage crm? Thanks, Kurren

Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…

The customer has elevator technicians out at customer premises completing PDF forms that get posted to a portal. The staff in the office needs to perform the following processes on each document. 1. Create a communications 'ticket' record that has custom…

Hi there, Our customer would like to integrate Sage CRM into their customized .NET based application. This integration requires accessing contacts from the CRM, add notes against contacts etc. I have gone through website and many other links and could…

I need to get a developer key so I can work on a .NET project, but I have been unable to get any response through the normal developer license application. Can anyone tell me how to obtain a developer key? I need it for 7.3. Thanks! Kelly Hamann

Hello, I am seeking clarification related to the overall basic theory of API interaction with SQL databases. Sage CRM is hosted by IIS and some features developed in Java require tomcat hosting service (for Java based web applications). I can…

When running a page built from the ListPage class, the list does not filter when you run the page when using DefaultValue set in a FilterBox screen field. Example, in the pers_status field of the FilterBox OnCreate is DefaultValue="Active"; The list shows…

Hi All, I'm wondering if anyone has had an issue whereby they have created a workflow with a transition rule and once that transition rule is pressed it redirects you to a blank page? Currently I'm experiencing this within .Net and ASP pages. I have…

Set Context in dot NET issue with CRM 7.3 SP2.1 Posted by sourab002 on 29 Jun 2016 12:37 PM I was using SetContext("entity", "ent_entityID"); to set context in dot NET for Custom Entity which works…

I was using SetContext("entity", "ent_entityID"); to set context in dot NET for Custom Entity which works spot on for Sage CRM 7.3.a but when client updated to Sage CRM 7.3 SP2.1 same thing starting to show DOTNET errors and it stop doing what it…

We built a custom screen using .Net API running on Sage CRM Version 7.3 C.1. I will try to elaborate the problem in best possible approach. Problem Details: In Sage CRM 7.3 C.1 version, we have designed Custom Case screen. We have renamed Case entity…

Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…

Hi, I have a workflow ProcessPrincipalCases. In this workflow I have many stages. My first stage is create case and inside this stage I have configured an email. When I am in CRM and I create a new case, this mail works but how ? What's the condition…

Hi, I am attempting to write a custom email extension to Sage CRM 7.2 for the Docusign API. The idea is that from a document in CRM you can then select to send this to a recipient, to do this I am writing a custom .Net dll. The issue I have run into…

Hi, I am attempting to create a new page in CRM using a custom .Net dll which will allow our users to hook into the Docusign API. When I attempt to send the document to the API I the dll throws an exception stating that 'Could not load file or assembly…

Hello, I have used Selenium before and noticed that there are some limitations. So, I was just wondering if any tester out there could recommend a good automated testing tool similar to Selenium please? Any suggestions are welcome. Thank you…

Is it possible to covert queryresult or queryrecord result to convert into datatable ?

Hi! Is there any way to let a list control displaying a selected page (i.e. 3rd page) instead of page 1 by C# coding? No javascript onload changing page number and click go button method. ... List PersonGrid = new List("PersonGrid"); PersonGrid…

Hello! I have create a custom .Net Page inherit from Web. This page will display error message when validate error. .... if (HiddenMode == "Save") { AddContent(HTML.InputHidden("HiddenMode", "")); Record Person = new Record("Person"); if (screenPersonBoxLong…

Hi all, I have three different workflow for three different entities : Opportunity, Contracts & Services (where Services depends on Contracts) I need to implement relationships and automatisms between those elements as they are part of the same Global…

Hello, I seek a little advice as i am new to this (external accessing) concept. From what i understand, is that an external access to Sage CRM in a secure and the only way can be achieved by using Web Services which are using Sage API. However…

Hi, a very simple requirement in trying to display information from an external database on a new tab. I have defined the connection to the server with customisation and added the definition of the table in question. However when I try to connect to the…

Hello, I'd like to create a web portal for Sage CRM using C# ASP.NET WebForms. I noticed that eware.js file and ASP.NET framework uses JavaScript. I was also thinking about using SageCRMNet.dll extension but i cant find it. I was just wondering…

Hi, Is there an issue with Dispatch.StartTransaction() method? It is not working for me. Below is an example Dispatch.StartTransaction(); bool error = false; for (int i = 0; i { Record entityRecord = FindRecord("Company", "comp_companyid=" + i…