• edit button on block screen

    How to put " edit button or Link " on block . On Comapny Summary Screen, when click Company , change company edit page and click Address, change Address edit page. On New block, how to put this feature.
  • Mailchimp Integrate with Sage CRM

    Is that possible to to integrate Mailchimp with Sage CRM (v 7.1.f.s). If yes, can you have any article which explain it?
  • installation sage crm

    Hi, I tried to install sage crm but an error message mentioned that the filtre isapi is not installed. However it is installed in IIS. How to deal with it. please help. I tried to réinstall it.
  • Popup Window Issues in 7.2f1

    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…
  • How to empty Company/Person fields with WebService ?

    Hello, I followed this thread in order to empty fields with WebService: community.sagecrm.com/.../how-do-you-set-a-null-value-via-soap-web-services.aspx It works well for the Website field as depicted in example, however, there is many other fields…
  • Where are email type and phone type

    Hello, I recently began to use SageCRM SOAP WebService with a trial version but I encountered a weird behavior. Actually I tried to get type informations along with mail & phone attached to a user (Business, private etc..). Although the WebService…
  • Custom entity field value in custom content script

    Hi All, I have added one html label in custom content. I want to change the text of that label with custom entity field value. For example: 1. I created Test Entity 2. Created test_amount field 3. Created summary screen and added above field…
  • Workflow

    another qustion on this context "Workflow" when i go to new case or new opportuinty and then press new custome entity the system bring for me the rule for case or opportuinty last select not rule for custome entity any help
  • Additional fields moved when Promoted to ACCPAC

    Hello, can move additional fields (like: Mobile Number) from CRM to ACCPAC when promote to Customer ? I use Sage CRM 7.1 and Sage ACCPAC 6.0A Regards,
  • SAGE CRM Integration failed to update CRM

    Hi, I installed Integration component for SAGE ERP ACCPAC 5.6 to integrate ERP and CRM. It installed sucessfully.But when i add new customer in ERP, it failed to update CRM.It shows the following error message. Description: Failed to update SageCRM…
  • Using fusion charts to replace API Flash Charts

    Our Financial Controller is a big fan of Stacked Bar charts, which causes me a problem on our custom asp fees tab, as through the API we don't get access to this chart type . Through the Flash Charts however, we do, in this article by the great Jeff Richards…
  • Email address access through SOAP Web services and CRM 7.1 SP2

    Hi All Below is an extract of modified code from the sixthapp web services solution that Jeff Richards created. We are running the solution against Sage CRM 7.1 SP2 and the problem that we are seeing is that the CRMEmail.type never equates to "Business…
  • Use COM API in aspx selfservice page?

    Hi all, I have developed an aspx page to upload files to the server through the web SelfService . I added the access to the main page . The page loads correctly , but the JavaScript in the " include" pages not interpreted. My question is , can I call…
  • Queryentity getting null or default values for most fields (Webservice)

    Dear Sirs, I'm using C# .Net and a Service Reference to run queries on CRM 7.1 API. The problem is that I get null (or default) values for most fields while running queryentity , query , etc. In the other hand, queryrecord works fine, although it's cumbersome…