• Required field error

    We have a customer who uses several different workflows for cases (They are used as workorders in the system to track inspections and repairs.). Since upgrading the customer to CRM 2022 R2, they have been receiving a message that they must enter the…
  • Attaching multiple files when creating a new email from CRM

    Hi, does anyone know a way of adding multiple files to a CRM email? At the moment the customer clicks new email, selects their template and then has to click on the magnifying glass, browse to the file and then upload. However, they cannot select multiple…
  • REST request fails for one entity - Cases

    I am making a request for cases and it consistently fails. Using Postman I send the request http://[ server] /sdata/crmj/sagecrm2/-/Cases and I get the following response { "$diagnoses" : [ { "$severity" : "Error" , "$applicationCode…
  • Set Dynamic Selection on Select Box

    Hi All, how do I set dynamic selection for Assigned to field on Create new case form? For example, When I select Team "Logistic", 'Assigned To' field should only shows the users from Logistic Team only. Thank you.
  • Creating a Case within a Case from a Custom Entity

    As my subject indicates, I am attempting to create a case from within a case from a Custom Entity (using workflow) and I am getting the following error and I am not sure how to resolve it. The error appears multiple times on the screen (probably more…
  • Multi-Level Sort for Case Lists

    Hello All, From what I can tell there's not an outright way to do a multi-level sort for Case Lists. I've got the default Case list that I'm trying to sort primarily by a priority status (Severe, Normal, and Low w/ Severe cases up at the top) and…
  • Rebuild - Replace URL for a Redirect ASP for a Case Workflow Summary Screen

    Hello, I am having a hard time with redirecting to a summary screen in asp. The redirect is being called from a list page under User My CRM and it uses the custom jump with the asp page name (redirect.asp?) and the case_caseid,case_workflowid as the…
  • restricting cases by company

    Hi We added couple of screens to sage mobile, it does not limit the cases based on compny as it does on desktop. is this a bug in CRM or I am missing something.
  • Custom Entity issue - 7.3

    Hello, Created a custom entity called Project with the Advanced Customization Wizard like I have before and set it so it's owned by Companies, Has People and Has Cases. When I create and add a 'Project' it works OK. When I try to add a 'Case' by pressing…
  • SQL view for escalation emails and how to add custom fields to escalation emails.

    Hello, I have an escalation rule for Case entity which sends an email in 5min intervals. When creating a template for the email body there is a drop-down list available allowing me to add fields for dynamic content. What SQL view is used here…
  • Case Feed

    Hi, Is there any easy way to get a case feed to show just case id and stage that its at to show on website for easy ref for customers. Thanks Garry
  • Is it possible to have two different case screens depending on the workflow chosen ?

    Hi all, I would like to know if it is possible already (easily), or if it should be raised as a new feature request for the product : Let's suppose I have two different Case worfklow, one for Installation, Onboarding and Helpdesk Management, and another…
  • Sum of 3 Values in Workflow

    I am trying to populate the Sum of 3 values into a field. The 3 values are being calculated during the same workflow. Is this possible? ie. case_fee + case_travbilled + case_perdiem = case_totalfee where the first 3 factors are being calculated earlier…
  • Workflow Email to Customer for Cases

    Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
  • Workflow Email to Customer for Cases

    Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
  • Escalation records not created from Self Service causing escalation rules notifications not being sent !

    Hi, we have setup a Self Service. any case created from there is created in the CRM, and the Case is linked with the Case Workflow. But I can find two issues : 1) the tracking tab does not show the Creation line (there is no CaseProgress record…
  • Duplicate case_referenceid

    Had a weird issue this morning that I can't make sense of. There were 4 cases created from inbound emails that had duplicate case_referenceid numbers. The original 4 cases were created within a few seconds of each other, and the duplicates started 40…
  • Email Manager Service

    Hi All We have a client using the Email Manager Service and they have encountered a couple of issues. The first being when a new email is sent to the dedicated support mailbox the system creates a new Case record for the existing customer and records…
  • Cases : Linking Team to Assigned User

    Hi, I'd like to link the Team (case_channelid) field with the value of the field Assigned To (case_assigneduserid) in my Case Status screen (CaseStatusBox). For instance if I select User A I want to automatically modify the value of the Team field…
  • Cases or CaseProgress Customisation - Where and how to add a new field to be used in Cases, displayed in CaseStatusBox in combination with workflow?

    Using Cases, in combination with Case workfow, CaseProgress and CaseStatusBox I am struggeling with the follwing questions? - Which table and views should I add a custom field to, if it has to be displayed in the CaseStatusBox Screen and worked through…
  • HELP! We can't create cases

    I am hoping that someone else can help me with this. We have recently installed Sage 7.1 (due to server limitations) and we are having a spot of trouble. There is NO way to create a new case - we haven't got it in any menus. The cases workflow is…
  • Cases

    I disabled and reassigned 2 old users to an existing user. After I did that the existing user no longer is getting the email notification when a new or reassigned case is assigned to him. The user who is assigning or reassigning the case gets an error…
  • Duplicate Cases being displayed

    Hello, I have recently performed a 6.2 -> 7.0 - 7.1 Sage CRM upgrade. Since the upgrade searching 'Cases' for a specific parameter yields two duplicate records in the Case List. There is only one record in the database. Selecting and editing either…
  • Hide fields based off selected from a dropdown. Cases

    Hi I have the need to hide a number of fields based off what is selected from a drop down list on a field in the same screen. i've used a bit of Java that works in the Onchange script: if(Values('case_productarea')=='QC29') { hidden = true;…
  • Change the default Reply To when sending a Case Update from template

    Hi all, We've created a Case Update template, all I now have to do is select the To: from the list of users, and fill in any additional details in the body. One problem I've noticed is users then reply to the update, and the default person is Sagecrm…