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  • Request Assistance - Under Company record add new Tab and List in Sage CRM

    My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…

  • Multiple Lists Pagination Issue

    In order to work around an issue with Dashboards I am building a simple ASP page which displays two lists side by side. One list displays all outstanding communications for the user, the other displays all outstanding communications for the Team the user…

  • Add Screen to Panel does not work

    Hi all. I am trying to add the Web Picker Opportunity to this screen.My page returns Object Reference not set to an instance of an object. The one in bold returns the error : public override void BuildContents() { AddInfo($"My Company ID id : {_sCompanyId…

  • using CRM.FindRecord is there a way to request only certain fields?

    So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select * when i really only need a few fields. I want to use FindRecord…

  • Customising Reports with background color for each field

    Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…

  • Hyperlink on other column on grid

    Hi all, on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row. Please teach me how to add hyperlink…

  • Tax and Discount percentage in Quote item did not auto calculate

    Hi All, I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…

  • Retrieve Search Select Advanced Field Value

    Hi Guys Im currently struggling to retrieve the Value of a Search Select Advanced field on a Custom ASP Page. I have tried the following methods to obtain the value with no success: Values("Corp_AccountId") Entry = EntryGroup.GetEntry("Corp_CompanyId…

  • Missing casefilterbox in asp page

  • Missing search fields in Find

    In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?

  • Mapping Component

    Has anyone had success installing any of the mapping components for CRM from the Marketplace? Did they turn out to be useful?

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