Sage CRM

I'm having trouble filtering leads using the `$title` field. When I use the following query: https://{{server}}/sdata/{{install}}j/sagecrm2/-/Lead?startindex=1&count=10&where=$title eq 'newsletter' It shows all the leads instead of filtering. Then I…

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…

Is it possible to add the persons email address below here? Thanks!

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…

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…

I have seen these asked before, but i have yet to see a solution. I have created a template dashboard with a list gadget. I resize the columns to the way i want them. As soon as i go out and back in they are all messed up again. I have even tries to…

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

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…

Good day, all. We have a requirement to have a document of a specific type that was merged / uploaded against a custom entity, to be sent to the linked customer record using an escalation e-mail. We have previously developed an application that can…

Is this possible at all ? I have tried using $.ajax (which im assuming is not available as its serverside) , the XMLHttpRequest() object, and the fetch() function and none of them appear to work for me.When a particular field value changes I want to call…

I have managed to create an entry not tied to any CRM field, however I would like the EntryType to be EmailText but I can't see to get the syntax right : Entry email = new Entry("email"); //email.EntryType = Sage.EntryTypes.EmailText; email.Caption =…

Hi I have built a custom entity, which also links to the company and another custom entity. I have amended the vMailMerge<Entity> to include all the tables I need but if I add a field from my 2nd Custom entity into the email template it does not merge…

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…

Hello, I have two js Skript in my js/common installation. For example: One.js var One = One || {}; One.exec = function () { document.EntryForm["vpos_preis"].value = 99; ] Two.js var two = Two || {}; Two.exec = function () { document…

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. …

Has anyone seen the COM createObject in ASP just stop working (line 1 in the sample below) ? The error in the windows event log is Server.CreateObject Failed. 80040111. 1. CRM = eWare = Server.CreateObject(ClassName); 2. eWare.Host = "DPP"; 3. eMsg…

I have tried like 10 variations of this, so I feel like I am missing something. I am trying to make Oppo_Waveitem required if the first 3 characters of the oppo_description doesn't equal 'OTF' but no matter what i try it doesnt work. I am doing this…

Hi have upgraded a customer from v2021 R2 to v2023 R1.2 and some options are missing from the email editor such as the colour picker this is what they used to see: compared to what they are seeing now: the main issue they have reported is that the…

I am working with a client who is currently using Sage CRM 2020 R.2 1219. As of last Friday, the buttons that had been added through the "Buttons Group" area in Admin for an Opportunity are no longer appearing. Has anyone else run into this and if so…

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'…

Hello, Anyone have any recommendations for removing results from quickfind that are marked inactive? Working on dealing with moving contacts from one company to the next, evidently the "correct" way to do things is to maintain the old record of…

Does anyone know if it is safe to revert the 2023 icons/buttons back to those from the 2022 release? Just that when you have custom entities it has been easy to add a 'picture' for the system to use but unless you have a graphic design package impossible…

I am working with CRM 2022 R1. I created a custom entity with the Advanced Custom Entity Wizard component. When I am on the entity's "Summary Page" (EntitySummary.asp) and I hit the "Continue" button, ";charset=utf-8>" briefly displays on the screen…

Hi all, having some issues with the Merge Company feature affecting Notes for other entities in Sage CRM and cannot find where to change it. We are currently using 2021 R2 and I've checked release notes for newer versions and didn't see any changes noted…

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…