Sage CRM

I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display…

Hi, Is it possible to create a Person record from an email that's handled by the Advanced Email Manager? I've been working on adapting a script we already have that creates an Opportunity, a Communication on the Opportunity and a Task for the Assigned…

I am aware Sage CRM Web Service SOAP API can be called in any language , my current knowledge is restricted to .Net & PHP, any available sample code any partner has written using Node.JS , there is a whole array of applications that can be integrated…

The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…

Hi, I am using a version 7.1 and I want to get a case field automatically populated from with the value of the same field from the Company that owns the ticket. Problem is : it is working when I create my case from the Company, thanks to the "Context…

Hi, I'm creating a conditional rule for a Workflow. I need it to action if a field has a certain value/values. I've put the following codes in the Javascript Conditions Box Valid=(("oppo_priceknown"=='Price Unknown')); I've gone on to try: if…

Hi, We're trying to hide two fields on the opportunity summary page when creating a new opportunity as well as existing opportunities if the oppo_source isn't a particular value. So when the oppo_source is 'Delivery Enquiry' we want the Delivery…

Hi, I am sure there is a good answer to this, but over the years I have been coding for CRM I have tried to keep to certain conventions for doing things. One thing that has always puzzled me is the was the way CRM references the properties of an object…

Hi, If anyone has been following my journey to create a list screen with editable checkboxes in aprevious thread, you'll know I've hit a few issues. The basic page works, pretty much how I want it. I have to click the buttons twice to make the page…

Hello everyone, i've a problem to merge to fields (pers_firstname, pers_lastname) into a new field pers_completename When a user add a new person or edit a person the field pers_complete name should be filled automatically. I am really new to the…

Hi, After the upgrade to version 7.3 I have found the following issue. I have a Contract field on the Opportunity screen, and as there is no standard solution for hyperlinking the value of this field to the Contract record we have set up the workaround…

We have Line Item Screen Position set to Split. When we add a new line item or modify a current item, the page reloads and we are at the top of the page. The users has to scroll back down. 1. Is there anyway to avoid this? If I recall correctly this…

Do we have a way to use something like _reference.js to add intellisense to Visual Studio for the CRM client API? Thanks Gaetano

I've seen various requests for the ability to add attachments to Appointments in CRM, most of which have gone unanswered or left on peoples' wish lists. We had a similar requirement from our users to be able to do the same thing. I was on the point…

Looking for some assistance with an Intranet vs Extranet issue. We are currently using Version 7.2.d. I am wondering if we upgrade to Version 7.3 if that might help solve our issue. It seems I read somewhere that 7.3 solved some of the cross browser compatibility…

Looking for some assistance with an Intranet vs Extranet issue. We are currently using Version 7.2.d. I am wondering if we upgrade to Version 7.3 if this might help solve our issue. It seems I read somewhere that 7.3 solved some of the cross browser compatibility…

We have some javascript code on an asp page that is hiding panels on the screen. The code appears to work fine in the Extranet environment. However, it is not working in the Intranet environment. It seems to me that it would be more likely to be the…

Hoping someone can help with modifying the "Save" button on an asp page. The Save and Cancel buttons appear on the page as a default. I want to keep the buttons on the page. However, I would really like to change the image and text of the Save button…

If your customers like, and use, the Mapping Component, you may encounter an issue when upgrading them to 7.3. The component as it currently stands uses its own jquery library file, and a local copy of the OpenLayer api & style sheet. Both of these…

Hi All, Within the Opportunity Workflow I would like to disable the closed date once its been entered Example: If a user enters a closed date at Stage 2 Closed Date should be displayed (ReadOnly) for Stage 3 If no date is entered at Stage 2 the…

Dear All, I want below result using jQuery to add highlighted sublist item(name could be say - Team Report 1). Kindly let me know how can we achieve above ? - not using sage customization way.

On our quote page I've added a button to open a popup window to add a new address for the customer. var buttonaction = crm.url(241).replace("Key0=86", "Key0=1").replace("Mode=3", "Mode=1")+"&PopupWin=Y"; var xURL = "<a id='btnnewaddress' href='#'><img…

I have a customer who created a notification on the oppo entity where a manager gets notified if a salesperson creates an oppo with a forecast > $100,000. In the notification they put the forecast amount in the body of the email however it's not formatted…

I have a requirement to make some webservice calls from an html page. I've been trying to mimic Jeff's example found here https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/04/13/grabbing-serverside-information-using…

Hey guys, I have a client that is using the EmailManager for processing incoming emails. One of the emails they get comes from a website where the customer enters some information in and the body of the email contains html with id tags. The customer…