Sage CRM

we have thousands of company accounts in our database and they are not accurate based on a drop down of 1. Active, Inactive, Closed, Archive. I'd like to have all the status's cleared and only selected a status if I upload a a list of the company account…

Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…

Hello, i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field. How can i change data is shown when i select a company…

Hi, New here - I'm using demo of Sage CRM Cloud and am trying to get two fields to add together. From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields. My code is here (inserted in both…

Hi, Lately I've been working with our IT team about developing integrations between Sage CRM and our Email Service Provider (which is not MailChimp) and another system. While we're aware of APIs between systems, I find it challenging and time consuming…

Hi, In a VAd supplier company want to monitor their quotation process as follow. If they have a end user(C) who communicate two re sellers let say A and B for the same product quotation of two different sales person X and Y.They process the quotaion…

Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there…

Hello. I have an entry screen which is used in many places. The SSA field data inside the screen will also flexible to the place. e.g: Payment entry page. It can be open by click "New" button in MainMenu. The page will keep all field blank. One more…

Hello everyone. I have a custom Entity (e.g Store ). In Store Entry screen i have two more person fields are PersonName(SSA field) and PersonWebsite(text field) . whenever user select or search SSA field i want to set PersonWebsite automatically base…

Hello everyone ! Could everyone tell me how to look up data into a field after we select a data in Search Select Advanced field ? e.g: i have created a field name case_personmail. and i have another Search Select Advanced for person field. whenever…