Sage CRM

Hi, I've created a custom lead entry screen, the lead creates perfectly. However once done the system doesn't redirect to the newly created lead but a previously created lead. Can anyone advise what I'm missing? Code below; <%@ CodePage=65001…

Hi, I want to customize the 'From' Email address in sendemails() Function in UtilityPrograms.js. By default system is taking the user's default email address. How can i amend it. Here is the sendemails(). function sendemails(useremailto, usernameto…

Hi, We're looking to add a field to the 'Create Task' Screen located in Administration > Advanced Customisation > Workflow > New > 'Create Task'. To show what we're after, I've amended the page code via the Chrome Browser. See image below for specific…

what if I want to include a file in an ASP file and store the content as a variable? The following is called where it is written. <!-- #include file ="example.js"--> I need to include the content within an html or text file and then set it to a…

Hi All, I am cloning a custom entity record via a custom asp page that performs the following : var recOld = CRM.FindRecord("Shift", "shft_shiftid"+"="+UseId); var recNew = CRM.CreateRecord("Shift"); recNew.shft_Name = recOld.shft_Name; recNew…

Hi, If anyone has been following my journey to create a list screen with editable checkboxes in aprevious thread, you'll know I've hit a few issues. The basic page works, pretty much how I want it. I have to click the buttons twice to make the page…

I've got a screen similar to the below shot: The main thing I'm trying to sort out is the form post and target action. I know I don't have it right yet. The code is attached for the ASP and the SQL view that drives the page. When I tick the…

I've got a custom page with a custom built list on it. I need to add a person search select on the page. This field has been built without reference to metadata. So far, I have this: You see the advanced search select on the right. Ideally I…

Hi, When deleting records from a custom entity, by default, you hit delete and it's gone. No confirmation, no nothing. I am aware that it is easy to add a javascript confirm function call to the button press but this doesn't give a consistent look and…

Can anyone point me in the right direction on how I can set up the onchange script in the first field of the Free Text window in Orders and Quotes to extract the values from another opportunity and fill them into the Free Text fields? I've added a Advanced…

Hello, How can I add tabs to self-service portal and then iterate through them? (I want to iterate through them so that i can extract the values and put them to my own HTML content) Any suggestion are welcome. Thanks.

Hi, I want create a gauge chart (horizontal or meter type) on a blank ASP page in self service with a slider present so that the visitor can vary the value. Then the value should be saved. Any recommendations would be appreciated.

Hi, I have created an ASP page that I saved in CustomPages folder under wwwroot. Then I added under System Menus->User a new caption with customfile referencing the asp page. The caption appears on the My CRM drop down menu and on the horizontal tab…

I know I can query the Custom_Edits table to find a field type but is there a way to get this info from metadata to avoid issuing lots of queries? I need this so I can find the 'actual' field value for a given field, eg if it's a select field I need…

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…

Hi All I just wanted to know if it is possible to set a SSA field when selecting the first SSA field in version 7.1. I have a SSA field that is linked to company, and when the user selects the field, I want it to populate a second SSA field also…

We have created several custom entities with associated progress tables and all seems to work nicely when the user edits the record. However, we note that no record is created in the Progress tables when the record is inserted into the main table for…

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…

Looking for some assistance with an Intranet vs Extranet issue. We are currently using Version 7.2.d. I am wondering if we upgrade to Version 7.3 if that might help solve our issue. It seems I read somewhere that 7.3 solved some of the cross browser compatibility…

Looking for some assistance with an Intranet vs Extranet issue. We are currently using Version 7.2.d. I am wondering if we upgrade to Version 7.3 if this might help solve our issue. It seems I read somewhere that 7.3 solved some of the cross browser compatibility…

Hoping someone can help with modifying the "Save" button on an asp page. The Save and Cancel buttons appear on the page as a default. I want to keep the buttons on the page. However, I would really like to change the image and text of the Save button…

I am trying to add a parameter to the URL. I am able to do this if I call my page from a button. However, I am calling my page through workflow and it does not appear to be working and I cannot figure out why. I have the following URL sagecrm/...…

Hello, I need some help on some customization because I don't find a solution for my issues. The customization: I have created a new custom entity "Activities" with the advanced customisation wizard. Then I add another new entity "Role" in order…

I need to make a field on the screen read only when the screen is in Edit mode. I don't want to make the field read only in field level security as there are some procedures that will run that will update this field. I would like to do it on the screen…

Hoping someone can assist me with hiding a button in an ASP page. I seem to be running into a road block and I am afraid I might be making this harder than it really is. I added a few buttons to an ASP page, when the ASP page goes into "Edit" mode these…