x Want to participate? Join the group to interact

  • 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…

  • Code Generated List - Sort Column Descending By Default

    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 …

  • 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…

  • iFrame Question

    Hi Folks, I have a few questions on iFrames - but before I ask the few questions I need to know the answer to one Using 7.1g - is it possible to use an iFrame within a custom asp page? I have tested and it appears to be blocked or cannot be detected…

  • Customize Email Out Communication Screen

    Hello, Does anyone know if there is a way to customize the Email Out Communication Screen. Any help would be appreciated. Thanks.

  • My Cases in Progress Classic Dashboard Customization

    I've looked and looked and cannot find the screen/list where I can add/remove columns for the My Cases in Progress Classic Dashboard. Anyone know where I can change the columns for this dashboard or is there a place to change it? I do know that it uses…

  • Linking to Custom Entity

    Hi All, I'm testing a custom entity at the moment - similar to one of Jeff's suggestions here ( https://community.sagecrm.com/user_community/f/84/p/8277/22730.aspx#22730 ) Say for example: I have the "Company" entity and I have my custom entity…

  • Check if field value already exists

    Hi Everyone Hoping someone can help with this one quick please? I have an additional field set up in company entity (standard text field) on Validate Script I'm using some java that checks if the value exists in the database already (like an account…

  • Using a dynamic field as a title in a Sage CRM report

    I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell

  • SDK for Sage 200 CRM 7.1g

    Hi, I have to do customisations for clients using the integrated version and was wondering if anyone knew where to get the SDK for Sage200 CRM? I got the SDK for CRM 7.1 from this site for working on standalone CRM but I noticed there was a note on…

  • 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?

*Community Hub is the new name for Sage City