Sage CRM

I am trying to write a script in Opportunity that says if the pers_markets field is blank then use the comp_markets, otherwise use pers_markets, but i cant seem to get it to work. What am i missing? var CompMarkets = CRM.GetContextInfo("Company","comp_markets…

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…

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…

Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…

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 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

Need assistance please! I am having trouble getting a table level script to fire if the opportunity is updated through workflow. If the opportunity is updated with the change button, the script fires without any issues. I am hoping that someone might…

Hi all, I'm looking for some advice regarding amending stages and statuses for opportunities and leads. When a sales rep clicks on 'Change' on the summary screen of an opportuntiy, the only section that is editable is the Details section as in the…

Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

When creating a follow-up opportunity from a communication I want to bring the Wave activity over from the communication to the opportunity. Any ideas on how to do that? Thanks! Anthony

Is it possible for me to change the field(s) shown under the company and/or person after they are selected for an opportunity? At the moment it shows the primary phone number. Thanks, Anthony

Hi all, The company I work for is looking to utilize Sage CRM for tracking sale referrals. They way they want to do this is for the referral to be first inputted as an opportunity against the refferer and then transfer the opportunity to the person…

Hi all, I have setup a New Opportunity workflow rule with a custom field which is a checkbox, and I want the following : If the user has checked the checkbox field, he can modify the oppo_targetclose date If the user has not checked the checkbox…

We have a workflow action of Sold. This action has a requirement that if the team on the opportunity is a specific team, they want an email sent. If not, they want a different email sent. I see a javascript condition on the rule itself but not on the…

FYI - I'm a relative noob to my company and Sage CRM. I'm also not completely sure which elements of our implementation are OOB and which have been customized. TIA for your help and patience. Is there a way to have a person from a parent company associated…

Hi there, we want our employees to create a followup opportunity whenever they lose or win an opportunity so that they can work on it again in a year or so when the opportunity presents itself again. To do this we integrated the task of creating a new…

Hello, I want to achieve the following behaviour: Within an opportunity the User clicks a button that opens an asp page. In that page he selects some documents. Now I want that if the user clicks "Save" the choosen document opens from the CRM library…

Hello, We have a custom field named "Type of Customer" on the Company Entity, however, we would like it so that it is not possible to create new opportunities for companies with a specific type of customer. I have used the existing validation in place…

Hi, Can anyone help me, i'm trying to remove the priority field from the status box when creating a new opportunity. I've managed to remove it from the opportunity summary screen however cant figure out out how to remove it from the new opportunity…

Dear All, Please consider the following scenario 1. User1 proceed to a workflow stage in an opportunity. The workflow stage and opportunity stage is updated. 2. User 2 edits the same workflow and proceeds to the next workflow stage. The workflow stage…

I am working in a system that auto creates an opportunity when a quote is created. I would like for some data from the quote to be populated on the opportunity. A simple example would be the Quote Reference ID. I would like this to populate in the description…

Help please! I want to add a field to what I think is considered the "web picker" on a quote. Based on my understanding of the new quote screen, the area that I want to add a field to actually is representative of the opportunity record and not the actual…

When reviewing a client's SQL logs, I am seeing the following error repeated over and over again. Has anyone seen this error? I would appreciate any assistance in resolving the error. Thank you! SELECT * FROM vKeywordSearchListOpportunity WHERE…

Hi, My customer wants the entries in tracking note in each stage- progress screen to be listed under the Notes tab for every opportunity. Can someone guide me on this please?

Hi all, We have Sage 300 2019 PU1 and Sage CRM 2018R3 If we create a quote where the customer does not exist in Sage 300 (Uses CRM99999 as default) then it prints like the shot below: (The allow non-existent customers option in OE set up is ticked…