Sage CRM

Clients environment, CRM 7.2d, SQL Server 2008R2, integrated with Sage 300 ERP 2014, Workstation O/S Windows 7 Pro, Browser IE 11. On only one workstation, the Document Drop in CRM does not work. Any ideas as to the cause? Heavily used workstation…

I have a need to validate Phone/Email data in Sage CRM 7.2d and found a help page using Entity Level Table Scripts to validate the data. I took the code from the post originally written by Jeff Richards. The article can be found here https://community…

How to put " edit button or Link " on block . On Comapny Summary Screen, when click Company , change company edit page and click Address, change Address edit page. On New block, how to put this feature.

Hi, we had a problem with the PersonPhoneSummary. When a customer call us, CRM display this Information after 1,40 minutes! We have 1,6 Million Entries in the Phone table. We had a look in that view. We changed the view, now it takes 2 seconds, to find…

Hello, I am trying to add a field to a screen programmatically. The problem is, the object of type checkbox is missing in SageCRM API. Entry type property is readonly so the last line of my code below is irrelevant. I also noticed EntryCustom…

( => PLEASE IGNORE THIS QUESTION. NO ANSWERS ARE NEEDED THIS CODE WORKS FINE. <= ) Hello, I am trying to create a page similar to Company summary page where i have to use 2 screens for the same entity called Company. How can i fill a record…

I accidentally delete the lead grid while customization. Try to add it back and system exit screen and shows following message An unexpected event has occurred: SQL Code: 547 SQL Code: 3621 Exception: UnexpectedEvent I am running on CRM 7.2d Thanks…

Hello, I am trying to delete all records in a custom table called Slook. I tried the below approach as well as the one using QuerySelect class but they didnt work. What am i missing? - or should there be a different approach for this? Record…

One of our Customers got an error when starting the tomcat service, CRM 7.2d: Fehlercode 0 / Error code 0, the tomcat commons-daemon.log showed "[error] Failed creating java" I checked the registry at HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Apache…

Hi, I am trying to include a custom JavaScript code in Custom Content area for Case Detail Box. Anything contained within Custom Content is not included in HTML code on the summary/editing page. Is it possible to use custom JavaScript code …

Hello everybody, I have tried to access CRM from external PC, specificly through internet, I have configuered the router to use port forwarding, I can access CRM through the following like: http://200.55.11.22:8080/Webcrm Everythings work fine…

Hello, I have a script for retrieving person details on the client side. However, this script cant retrieve data from EmailLink table. At least, it appears like it just stops at this point. I couldnt find this table within Sage CRM (UI) but if its not…

Hello, I am trying to prepopulate some fields in my screen as follows: (the result of this is an empty screen with label "NoQuery") Record recTrackingExistingCompanyValues = new Record("ProspectTracking"); recTrackingExistingCompanyValues.SetField…

Hello We (and clients) update Person records with a status to indicate when they become Ex-Employees. I've been asked if it's possible to add a filter to the people list on the Company record, so that by default you don't see the Ex Employees (but have…

Hi, I've encountered this issue when I tried to preview crystal report from Sage CRM. I've just created a new report category (named: Test) in the Sage CRM website and copy the testing report into the new created folder situated in CRM program folder…

Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…

I would like to be able to execute a CRM Service programmatically. Specifically, I would like to execute a SwiftPage email blast from an ASP page and/or from a file using the windows cscript/wscript provider. There are a variety of reasons why this needs…

I've been testing the crm.sdata functionality and it's a really neat tool to get data from a query in the database. The one hiccup I've run into however is that it automatically translates all of the fields returned. Is there a trick to get a field non…

Hi We are testing an upgrade from 7.1 to 7.2d and have found that most of the custom asp pages dont have vertical scrollbar on the right hand side, when you first get to the page. If you resize the page, the scrollbar appears. the page doesn't have…

Hi! I'm working with Quotes in Sage CRM, and I need some customisation. We work with some third company products, and add some markup (%) to this products. The problem is that we can't create each product as a preloaded product in the product section…

Hi, Is it possible to change the Team CRM (Calendar View) default View By value to "Month", instead of "Week"? Please refer to below figure which being highlighted in yellow box. Is it possible to change the default Team CRM for to "All Teams",…

Hi, i've done a clean install from Sage CRM 7.2d on an 2012R2-Server (also fresh installed). I have read the Installation Guide for Sage CRM 7.2. I have check all the points which are there, but my tomcat did not work probably. The Dashboard, MailMerge…

Hi in 7.2c the following customisation code line finds corresponding record in the database but not so in 7.2d var recWhere = eWare.FindRecord("Orders", Orde_OrderQuoteId=[a valid orderquoteid]); in 7.2d recWhere.eof returns true. Was there any…

Immediately upon launch of test environment after upgrading to Patch D. Missing vWorkflowRulesTransitionInfo view. Was present prior to upgrade.