• Creating a report based on a view using parameters

    Hallo, i have created a report based on a view. The where clause of the view containts a fixed value. for ex : where QtyDays = 5 and ... Our customer wishes that the fixed value becomes variable and act like a parameter. My tought was to create…
  • AJAX call to retrieve data from a View

    Hi All, I'm using Jeff's example snippet of making an Ajax call to retrieve two fields from the Company entity. However if I want to retrieve several fields from different tables - would it be possible to make that call via a VIEW rather than a single…
  • Sage CRM Address_Link Table has bad records, how can they be repaired.

    A company record has the following; One address record Two Person records The Address_Link table has SIX entries - all of them with Adli_deleted = NULL. I changed the address record and TWO of these records date stamp was updated. The other…
  • Database Upgrade field changes between versions-any documents?

    I am struggling to find any sources, apart from one on SAGE 7.1SP2 which has a great excel file which lists field changes between versions! All i want to do is know for example pers_emailaddress changed from one version to the next, probably in main…
  • Database: How to see if user is logged on

    I have a customer who is using the Advanced Email Manager to monitor some support email boxes. Cases get created and we assign it to the default team. The customer would like to use something similar to the broker rule to assign the case to a user automatically…
  • add button to main menu with menu

    Hi can i add button to main menu and sub button when click on it like shown in image i try to do this but System Act make it hard
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…
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  • File email in CRM from Outlook

    I am getting an error when I try to File an email inot CRM from Outlook. Everything works fine if I just click on "File e-mail" and then on the "File email" button, hoever if I try to modify the "File e-mail(s) against the following taget(s)" I am getting…
  • Upgrade CRM v6.2 standalone to CRM V7.1 Integrated

    Hi Everyone, I have a client who has a standalone version of v6.2 up and in use. They wish to upgrade to V7.1 integrated . Trouble is they also have Sage 200 2011 up and running already. I was thinking of carrying out the following plan: Upgrade…