Sage CRM

Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…

with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage

We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?

Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…

I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?

Hi everyone, upon successful logging into the self service website, it redirects me to a blank webpage instead of the home page. Likewise, when I try to access the home page via the menu/address bar while I am logged in, I get redirected to a blank page…

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…

Hi all, I am trying to remove the Person information from the New company screen. I have the following code : $('#StandardForm > table:first > tbody >tr:eq(11)').hide(); and this hides it but because the Fullname is required it refuses to let me submit…

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 …

Hello, I have a custom entity and want to get a value (price) from a custom sql-table based on the chosen value of three fields (product, channel, place) Every time one of the three fields were updated in the screen I need to update the price. …

We use the Rest API of Sage CRM (2022 R2, on premises). The result of a GET of an Email fails to return the type of the Email. Same for GET of Phone (no type of Phone number). The documentation shows that the response should contain attribute '$type'…

Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…

Hello, Pertaining to Mailchimp integration. Once a MC Campaign has been sent, we are able to see the results in CRM. From the results, we can create a New Group from contacts who Clicked the Mailchimp Campaign. When we create that new Group, here…

In REST Web API i.e. how can we have two condition in same get URL, for example I have to pass assigned user id and project name too in same condition. For example, if there is project entity, I want all the project which is assigned to User id : 1 and…

I'm using Sage CRM 2018 R2. I am using some sdata calls which have been working fine until recently the calls to the sdata API are now returning a 403 Forbidden error. Does anyone know how I can go about resolving this ?

Hi there, I have two related fields in a case detail screen - case_root_cause and case_root_cause_datetime. I am trying to set the datetime field to date.now() when the case_root_cause field is changed to be no longer empty. I tried to do this by using…

Hello, We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount. What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…

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…

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…

Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou

Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.

I am trying to find a way to change the information that is displayed on the RecentList for a standard entity. I have followed the articles (and have done it successfully) for custom entities but this does not work with Standard entities. Could someone…

Hi, I tried to add Documents tab to Company tab group for mobile devices. I used Firefox to access the mobile Sage CRM 2018. I can see the newly added Documents tab on Company tab group. However. when I clicked on the Documents tab link on mobile devices…

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

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…