Sage CRM

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…

Trying to setup a test MailChimp campaign. The user has rights to MailChimp & can access the MailChimp Campaigns area on the MyCRM menu Created a new test Group, but button to "Send to MailChimp" is not available What am I missing…

Hi, If we view the HTML source whilst in CRM 7.3a we get all the JavaScript files with unversioned directory next to the version. Is this a known issue with this version? I'm sure it will only cause caching related issues so no big deal really, just…

Hi together, we've done an upgrade from Sage CRM 7.2 to 7.3 b1 at one of our clients (150+ Users). They had different problems concerning the document drop and Classic Outlook Integration (Exchange Integration is no option because they have several…

I am working on a new customization for an on premise 7.3 system. I know the online version (under Admin tab) has a "Manage My Account" area where the organization information (name, address etc) can be entered, along with a logo. I'm unable to find anything…

Hey, Can I hide Gadget Header Icons for the end users in CRM 7.3 ?

Hi, is it possible to change the body background color of an E-Mail template in CRM 7.3a? I found no solution, even changing the code directly in the emailtemplate table of the database changed nothing. Thanks Oliver

The Ergonomic theme in 7.3 + is missing a css bit for changing the color of the visited links. This was immediately noticed by our users. To correct this you can insert this section of Css into the Ergonomic.css file found at //install dir/install name…

I have been trying to create a simple on screen message if the expired date of a Warranty is less than the current date by applying the following script into the custom content of a custom machine entity but it doesn't appear to work. Any advice on where…

Hi, Can anyone confirm the same behaviour that I am getting. "Sage" theme using IE11 for version 7.3a It appears that the breadcrumbs are separated by a TD which is an odd way of doing it! The client wants to use this theme so using "Contemporary…

Hey guys, I'm using some of the client side api functionality in my Company New Entry screen (both Custom Content and OnChange Scripts). Everything is working fine when creating/editing a company, but when I go to a Lead record and try to create a new…

Hello everybody, today i have found a behavior that i don't understand. I have created a very small "Create Script" which only has the function to set a checkbox readonly if it is already checked: var bStatus = Values('comp_optout'); ReadOnly=(bStatus…

Anyone else seeing weird behavior with the cancel button in CRM 7.3a, using the contemporary theme I might add. For example if I go into a company. Go to communication tab and add a communication. Then I go to find > company, and go into the next…

Can anyone direct me to a bug list for Sage CRM v7.3a as I would like to check through known issues to see if the e-mail merge functionality is broken via workflow links. It appears that if you specify a custom column in the e-mail "To" address the e…

Hi, Why the Company Phone Number (Comp_PhoneFullNumber) not updated when add new Company or edit existing company's Phone Number? FYI, we've just upgraded our sage CRM from version 7.2 Patch d to version 7.3 Patch a. If I directly install Sage…

7.3a On quoteitems summary page, when the user selects a product. if productid is a certain value a checkbox on the summary must be checked. I'm trying to do this using the client side API. It doesn't work, the product submit method is breaking…

Trying out the new merge to PDF functionality in 7.3 (and have patch A installed in TST). The page break is not working. I've tried before and after page breaks. Doesn't work to PDF or Word <div style="margin-left: -75px; page-break-before: always;…