Sage CRM

Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

Hi all,. I wanted to change the action name that is displayed on the screen from "Document Reviewed" to "Document Review". I have try changing it in the workflow rule, did not success. I have try updating it, assuming that the value comes from…

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…

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…

I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…

I am trying to hide or show a date and time field based on a checkbox being ticked or not. Currently, I have the below script in OnChange for the checkbox, but it only removes the date box, not the caption or the time box. if (crm('oppo_aftercarecall…

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…

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…