Sage CRM

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…

When in CRM and go to add a new record, the option to add a "new opportunity" appears twice in the "New" menu. Selecting either option takes you to the same place - the New Opportunity screen. I found the following post https://community.sagecrm.com…

I would like to change the sage CRM button background colors to a different color. So far, I have tried to change background color styling in the a.er_buttonItem section in the ergonomic.css file but the changes did not reflect as expected. I ended up…

Hi, I'm working on an issue where the Create New Group button disappeared from the find person screen. I have successfully added the button back on the screen. The button calls a popup window allowing the Group to be named and saved as either dynamic…

Hi, I have created a create new group button to go on my case screen. The button when clicked opens up the create new group page in a pop up but when I click save nothing happens. However if I click save without entering information the correct validation…

Anyone have any idea how I could use the ' Include In Quotes Total' field in a Sage 100 integrated version of Sage CRM, either by displaying the change summary button or perhaps another way?

Who knows how to hide the standard buttons on the group page? I want top hide the "send consent email" button for most of the CRM users. (or make it available only for a specific user profile) Could we hide it from with a js in the custom.js folder…

Hi, I need to add two buttons to my find person page. Currently it has the find and clear buttons, I would like to add the help button and a create new group button like I have on my find company page. How do I do this, are there any examples of someone…

Anyone have any suggestions on how to hide the 'Maintain Relationship' button in Company Summary? This is on version 2017 I will actually need to hide it based off the users role if that's possible

Hoping someone can assist me with an issue am having displaying a button on the screen at the right time. I arrive at this page from a Global Rule in workflow using a Custom File. I want the button to display only after certain fields on the screen…

Hello everybody, im pretty new to CRM administration and i have a question about the sales oportunities. When I go to Team-CRM and then to sales opportunities I can set filters on the right. Is there a possibility to create/add a button to clear all…

Hello, I seek a little advice as i am new to this (external accessing) concept. From what i understand, is that an external access to Sage CRM in a secure and the only way can be achieved by using Web Services which are using Sage API. However…

Help! Hoping someone can help me with this. I have a list from a custom entity that is attached to the company table. I want to be able to export this list to an Excel file. I saw some posts on how to do this for a custom entity that seem to indicate…

Hello, When i am progressing my custom entity to another stage within my workflow another page is displayed containing fields for amendment. (which is fine) This screen contains 3 buttons called 'Save', 'Cancel' and 'Help'. When the cancel button…

Hi, Is there is a way to enable workflow but prevent user from access change button. I want to avoid changing any code in asp page. I found that this can be done by having entity as secondary entity where only user with admin right can access the…

Dear All How can i solve this problem :/ when trying to open view in accpac

Hi all, I am creating one Html button on create new opportunity screen. when i click on Find button i am opening one popup window to find company In popup window i need to have current User id so that based on logged in user's territory we can have…

When press new->Task the task screen shown when i press new company in the picture a popup screen appear and i fill the data for a company or person the when save the information and click continue the company and person filled and the popup screen…

Hi All How can i Disable Date Time Picker So i can't select date ???

We are currently facing the problem that continue button is custom entity doesn't link back to the page we desired. In my case is link back to the tab of another custom entity. Is there is a way to change it. Right now we just hide the continue button…

I want to create custom asp page which will be called on button click. asp page should contain two buttons 1. Add --> click on this will open new asp page 2. Edit --> click on this will open new asp page Thank you.

Please answer how can i add value to read only field and put the value in read only field ??????????????

hi all i tried to change readonly or disabled field value this what i do 1- i made Remaining amount Read Only and put onchange script on paid amount when change it will subtract the payment amount - paid amount and the result put it in readonly field…

OMG anybody have solution for this error or i am the first one how catch it :( this error happened when i move stage in WorkFlow

Hi all, i have this case please help me when i change field value i want to get value from server (in onchange script of field i want to bring value from server side) i have field called unit ,when i select unit i want to bring value of another…