• New Search Screen Fields

    I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…
  • Error on Report with 2 Views combined

    Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…
  • Help Needed. View for Company and Person.

    Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…
  • add new field / edit Screen "PersTopContent"

    which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx
  • view is not available while creating a group

    Hi Guys, The view i have created for company entity is not available as 'source view' while creating a group. Now to make issue difficult to troubleshoot, i have created same view in staging system and it's available when i create a group using company…