Sage CRM

Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it. At the…

There is a field that people should be able to complete when adding a new company, but not able to change / view when on the change menu unless they are one of four people. We thought an On Change script would work for this and have tried the below…

I've been scratching my head on this one for the past couple of days and wonder if anyone can help? I've seen a couple of similar queries here but when I've tried to implement the results I've not had any luck. I'm trying to set the default value of…

I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…

I have a situation where we want a window alert to display when creating a new company/address when the country is Saudi Arabia. The alert would be something to the affect of "Please confirmation additional taxes needed on quotes/orders". This popup could…

I've been trying solutions recommended by similar posts on the forums, verifying to the best of my knowledge that my Javascript syntax is correct, and I'm still having issues. I'm trying to display a field "Duration of Rental" only if the Opportunity…

I've written a CreateScript that interrogates a value in a date field on the page to see if it is less than the current system date. If it is, the value of another field from the same page is updated in the database. This is working fine but I want to…

Hello, I am running a script that updates the currency table in my database daily with the new exchange rates. Via js-script I am performing a metadata update with "CRM.refreshMetadata()" to pass the information to the screens. Through the logs I can…

How can I change the caption of an field in a scree by using onChange of another field or a selection list? I have tried following code but din't work. if(this.value == 'value1'){ //alert('hahaha'); field_id.Caption = 'value2'; }

Hi , I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…

Hi, I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…

When you start adding many custom entities to CRM, the standard CRM horizontal tabs can become very cluttered. A need arose to group tabs into a dropdown menu. Attached is a js script that rebuilds the CRM horizontal tabs and replaces it with…

Hi, I am working on support.js file. The script for creating a case for incoming email, auto reply to customer for the mail with case details etc. are working fine. I have to create an auto mail to assigned user of the case with case details. This…

Hello, The current system we have with our customer is that the typical user logs through the customized self-service portal, register employees to participate in trainings and then pay for the registration. When the user pays, we redirect throught…

Hi, I am having issues with saving a read only calculated currency value to our database from a workflow screen. I have a custom JS function that is updating all of the values on screen. The screenshot below shows the section of the workflow action…

Excepion: jscript error: [SafeCall Exception]: List index out of bounds (0) Line: 270 Char: 1 Three weeks ago we upgraded our SCRM to the latest Version 2018.R2. And since forever we are using the Sage EmailManager to send replys to our Customers, that…

I'm looking for samples and introductions on how to access or pull sdata (in particular data relating to the Opportunity entity forecast info) from a Sage CRM and display it on a html webpage. In turn this webpage will be updated as data in the CRM changes…

I have written a custom validation script for the person field in the Opportunity Web Picker screen of Create New Opportunity. The script is shown below: var person = eWare.FindRecord('Person', 'pers_personid='+Values('oppo_primarypersonid')); var…

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

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

Hi, We are using 7.3SP3 and Sage 300 ERP 2014. When standard users try to update company records they are receiving the below error; I believe the issue is in the PhoneEmailEntity table script, however there are less than 210 lines in the table…

Currently on CRM7.3 SP1.1 - I love the new Client-Side API and know how to change field and caption appearance using crm.fields() commands but now I'd like to override the normal caption of a field based on the Opportunity Team (if oppo_channelid==8 change…

I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…

I have a need to create a field (to be called Trade) within the Company entity that will allow the user to select multiple items from a predefined list of up to 100 items. This Trade field will be used by users to find companies that provide specific…