Sage CRM

If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below var list …

I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

Hi everyone, I have been working on getting the Prev Custom URL variable to correctly be used, however in .Net I can only get the return to work from the "New" upload, but the edit does not work at all.. If anyone could assist it would be greatly appreciated…

Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

Hi Has anyone found a way of cloning 'opportunites' or 'leads' in CRM 2017? We have tried following the various articles on here about the COM ASP API, by Jeff Richards, but these are nearly 5 years old and refer to CRM 7.x. Here are the articles…

All, Thanks for taking the time to read this. I have an issue with creating a library record via web services. AIM : Create a library Record -> Populate fields with data. Sample Code: ewarebase[] CRMBase = new ewarebase[1];//Allows reference…

Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj

Please can someone advise me how I run jquery code or Sage CRM client side api code from a custom asp page. So far, all I get is either $ is not defined or crm is not defined. I am using Sage 200 CRM version 7.3 . The asp page was generated using the…

Hello, currently we are working on building a custom gadget for one of our customers to help him process incoming emails inside the crm. The gadget we are working on alows a user to preview the incoming emails and assign them to a team and user. …

Hello, I'm French so my English is not very good. I created society views pointing to a base of business management. On a "Logiciel entity" when I enter the serial number I want to return invoice number. " With the following on "MC_client_ script... …

Hi All, I'm wondering if anyone has had an issue whereby they have created a workflow with a transition rule and once that transition rule is pressed it redirects you to a blank page? Currently I'm experiencing this within .Net and ASP pages. I have…

I have an issue in CRM 7.2.a.1 and I'm wondering if anyone has any advice on it. I have a Custom Entity that is linked to the person record. In other words a Person "has" some of these entities. What is happening, is that if I create a new person…

Hi, I have a customise page with the data from Quotation list element.User want to export this data into excel.How can i do this?

Hi, I have a custome page to display the quote list,how can i add an buton to export this data into excel. Thanks Raja