Sage CRM

Hello, We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata: myserver/.../vforecastmatrixapi It throws an error. The sql view has a few…

We have CRM 7.2 and I cannot figure out how the user without admin rights is to change the status of an Opportunity to closed without it being sold. I have gone through the options to change the State of the opportunity are in the right hand column under…

Hi, I've noticed that when an opportunity is closed the associated task/s are not automatically marked as complete, is this intentional? Do I need to have the close rule with a javascript condition or have a sql statement run when closing the opportunity…

Hi, We're looking to have incremental ID's for our Opportunities, similar to that of Case & Solution. I'm wondering if it's possible to, after having created a field on the opportunity entity call OppoRefID which will use a stored procedure. To then…

Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead? In an effort to maximize our marketing efforts, what would be the best or recommended…

Hi, We have set all words "Opportunity" into "Quotation" in CRM's Translations. The problem happened when we are trying to find a quotation (opportunity) by using "Find" function in the user screen. After we selected "Quotation" (translated from Opportunity…

We are experiencing an issue with Top Content Header for Opportunities incorrectly showing data from the previously created Opportunity. Any and all help would be greatly appreciated. Server Specs: Windows Server 2012 SQL Server 2014 Sage CRM 7.3b. To…

I am trying to retrieve information associated to a random company to display in Opportunity screen. The workflow is as follows ========================= 1) When trying to create new opportunity 2) In the Opportunity Detail section of the screen…

Hi, I'm considering for one of my implementation a workflow rule named "Reopen opportunity" that will be only available when Opportunity is "Closed" AND "Won". The idea behind that is quite simple to understand if you consider each client as contract…

Hi All, I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page? I would like to use this value to alert users of specific information. Thanks! Mike

Greetings all, We would like to use a user-created field (date/time) as a last updated field that we would populate using a tablescript. I have the following tablescript in place on the communications tablescript screen, but so far it is not doing anything…

Hi all, I have a problem : I've added a notification on Opportunity entity, but when the rule is executed it generates the following error : Error SQL : Cannot create a row of size 8559 which is greater than the allowable maximum row size of 8060…

I am having issues with the OnChange script below:. switch (this.value) { case 'Introduction' : oppo_certainty.value = '5'; break; case 'Presentation' : oppo_certainty.value = '25'; break; case 'Quoted/Bid' : oppo_certainty.value = …

Hi. Wisdom needed, please. I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to: 1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype ) 2. Upon promotion…

Hello, We have a requirement that the salespeople no longer have leads show up on the find screen after they have been converted to an opportunity. My thought was to create a script perhaps on the opp screen create script to set the lead_deleted field…

Hi, There are 2 issues when displaying the statistics of opportunities on My CRM: 1. Go to My CRM, click on Opportunities tab, and then the application displayed a list of my opportunities, and "Statistics for All Stage:" box correctly show the statistics…

Hello, I created a Quote linked to an opportunity and recognized that it was the wrong opportunity. Now I want to reassign the Quote to the other opportunity. How can I do that? Best regards, HM

Hi All, I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through…

Hey guys, I have a customer using the Order Entry integration with CRM 7.1 sp2 and Sage 300 2012. When you go to the company entity and click New Order it creates an opportunity however it gets associated with the Opportunity Workflow (Id 2) which happens…

To simplify this assume this is a vanilla system. I have on the quote entity a new field called quot_c_owner which is a text box of 20 characters in length which is displayed on the quote summary screen. Other than that, it's an out of the box system…

I'm trying to get the ID of an opportunity that is created when you create a quote without first creating the opportunity. CRM will create an opportunity in the background and add the word "Auto :" to the text on the opportunity. The problem is that…

I have a customer who wants to call an external url from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. This custom asp page uses javascript to call window.open which opens up…

I have a system that is just implementing opportunties. All the settings seem to be set correctly. When we create an opportunity and start the workflow, they can't make changes to any of the fields in the progress box. They have rights to make edits in…

Hello everybody, we've got a custom page (tab underneath communication) showing additional information. This is realised using a DLL (List, Filterbox, several Buttons etc.). -> Additional Table in 1:n relationship to Communication. Now we've implemented…

We recently changed several things on the Opportunity detail view in our CRM. Moving some fields, deleting some we did no longer need and adding new ones. Apparently, while doing so, we also accidentally added the "opit_productid" somehow. Now we can…