Sage CRM

Hi, do anyone know a way to set the tracking Note in opportunity worflow to required? regards AOE

When I use workflows with my custom entities, the selection fields are displayed incorrectly, how can I fix this.

In a workflow rule I have used an asp file to perform some data processing then redirected back to the Case Summary screen. That all works fine. I understand that when an asp file is used in a transition rule the rule actions are ignored. I haven't…

hi, how do i go about this? i wanted 2 push/intergrate the sales order created in the CRM Into Sage 300 ERP

Looks like I need a shove in the right direction in regards to a Workflow Rule. :-) From within Sage CRM, is it possible to change the view being used for a workflow rule? When a rule is created, the user selects a table or a view to be used for the…

Hello, I am using CRM 7.3 SP1 (hotfix 1) and there is a new workflow set up in the Case entity. The asp page is creating a new record and inserting the correct stage for the New record and inserting the tracking for the case workflow but, the workflow…

I am trying to automatically change the stage of a lead based off the last time the lead was communicated with. I have tested this WHERE clause in SQL directly and it works, but for some reason it wont fire in CRM. Any ideas? Lead_Status='In Progress…

Is there anything on the roadmap to get the workflow enabled when the mobile web or app is used. I understand the responsive view for the tablet works AOK has workflow and get that on a mobile device most of the time end users will be just using mobile…

Hi All, I'm struggling to get a conditional rule working, basically when an opportunity is Won with a forecast value over £1,000 we want to send an email to a specific user. I thought this would be a simple Javascript to get this working (see below…

Hi all, My company has a need to send (via email) a mail merged document as part of a buy/sell transition workflow rule. I see that Sage CRM has a workflow rule to email, and a separate one to perform a mail merge, but I am at a loss on how to automate…

Hi All, using Sage 100 Integrated with Sage CRM I have read through a bunch of posts and I see some of you might have similar questions already but I wasnt quite getting the answer I needed so I want to post here and explain: In our Company, an…

Hi, I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…

Help! I am getting a [SafeCall Exception] error message on the screen after creating a new opportunity. This is the error that I am getting. [SafeCall Exception]: SQL Error oppo_dummy jscript error: [SafeCall Exception]: SQL Error Line: 38 Char: 0…

Hi, May I know what value should I put at "Default User from " field so that the "Assigned to" field at "Create new Case" screen would be the currently logged in user by default? I used #user_userid# but it does not work... Thanks, Cinny

Hi, I've created a custom lead entry screen, the lead creates perfectly. However once done the system doesn't redirect to the newly created lead but a previously created lead. Can anyone advise what I'm missing? Code below; <%@ CodePage=65001…

Morning all, I am looking at creating a workflow action which will basically put an Opportunity in a "Paused" state so all other action buttons are removed except for the one to "Unpause" and then when it is unpaused, to go back to the stage it was…

I had to add email-generated cases to a workflow, and I noticed a couple of minor oddities about this script so I thought I'd pass them on. 1. The wonderfully concise blog Jeff wrote about the jscript for resetting workflows: https://community.sagecrm…

With the release of CRM 7.3 SP3 it is now possible for the send email workflow action to file the email against the entity record. This works perfectly when added into a rule which is user interactive (Primary, Transition or Global rule). However when…

Hello, I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow. When I'm on the inspection…

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…

Hi I am trying to create several orders and associated order items programmatically from an opportunity in Sage CRM 2017 using a workflow rule. I am aware that there is the workflow rule action Execute SQL Statement. With this workflow rule action,…

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…

I have a field that is not required. The user plugs in a value when creating the opportunity (forecast field) and then further down the workflow I added in a rule to set column value for forecast (just to prompt the user to put something in if it hasn…

Hi, I've been looking into the business calendars in Administration > System > Timings and set up a calendar around our companies workdays (Normal 9-5, 5 day week) In some of our workflows we have tasks created for our users to follow up with customers…

Somehow I lost the ability to quickly change the Opportunity Stage by clicking onto the next stage in the process. The options would be Qualified, Demo, Negotiating, Quoted, etc. that would appear in the right hand column of the screen below the Current…