• Field to open a folder

    I need to create a field in CRM that has a link to project folder on the file server. We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number). On the file server we have projects listed starting with the same…
  • Using a SQL Search in a Variable

    Hi All, I'm trying to create a dynamic prompt for users. That when going to a Case record it would show if the contact doesn't have an email address. I'm trying to use something like the following on the Person field on the Cases screen. I know how…
  • Validation Script

    Hello community I am currently working on a script in Sage CRM 2023 R2 based on the examples provided in the admin documentation. However, I am facing an issue with my conditional logic, and despite following the examples, it doesn't seem to be working…
  • can you update customer id in crm

    with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage
  • Table Script Common Functions File

    I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it. At the…
  • Assistance Needed with Adding and Restricting Access to a Field

    Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…
  • Creating Group With Checkbox Field In Search Criteria

    Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
  • Created field not shown

    I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?
  • Tablescripts Insert/Update - can you make javascript API calls from them? (Sage CRM 2018 R2)

    Is this possible at all ? I have tried using $.ajax (which im assuming is not available as its serverside) , the XMLHttpRequest() object, and the fetch() function and none of them appear to work for me.When a particular field value changes I want to call…
  • Several js in one OnChange Skript

    Hello, I have two js Skript in my js/common installation. For example: One.js var One = One || {}; One.exec = function () { document.EntryForm["vpos_preis"].value = 99; ] Two.js var two = Two || {}; Two.exec = function () { document…
  • sql query in onchange script

    Hello, I have a custom entity and want to get a value (price) from a custom sql-table based on the chosen value of three fields (product, channel, place) Every time one of the three fields were updated in the screen I need to update the price. …
  • Required field error

    We have a customer who uses several different workflows for cases (They are used as workorders in the system to track inspections and repairs.). Since upgrading the customer to CRM 2022 R2, they have been receiving a message that they must enter the…
  • Custom Entity - HasCompany and HasPeople question

    I have a custom entity that HadCompany and HasPeople. If I link an existing company, is there a way to bring over all the people in that company automatically? Thanks!
  • Custom Entity - Entity Parameters

    In a dev environment and created a custom entity. I realized after that missed the 'Has Library' option. Mistake on my end. Is there anyway to add this parameter after the custom entity is created or am I SOL? Not the end of the world being it is…
  • Customization - Opportunities

    I was doing some cusotmization of Opportunity Stage selection dropdown. I mistakingly changed the Code for some of the choices/translations. Does anyone have the original default 'out of the box' list?
  • Setting datetime field as date.now() when other field changes (in a case)

    Hi there, I have two related fields in a case detail screen - case_root_cause and case_root_cause_datetime. I am trying to set the datetime field to date.now() when the case_root_cause field is changed to be no longer empty. I tried to do this by using…
  • Net Amount for Opportunity Totals (OETotalsBox)

    Hello, We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount. What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…
  • Tax and Discount percentage in Quote item did not auto calculate

    Hi All, I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…
  • CRM opportunity workflow custon field increment

    Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou
  • Sage 100 Quick Order Entry Custom Fields

    I am trying to use Quick Order Entry on a tablet. This works well but I need to have the ability to see custom Sage 100 fields in the ‘Item Detail’ section. It does not appear that this is possible from what I can tell. I can add the field to the item…
  • RE: New to this and will need help please

    Hi, I have just started with Sage CRM and it looks like a great system although I am struggling to understand how to change to custom fields. Just using the trial version at the moment but the first couple of things I would like to change is the …
  • Migrating Contact Data from One User to Another

    Hi Folks, We are currently using ACT 2012 and I am having an issue migrating one user's data to another user. Now, we set up a custom field (Account Rep) that our users use to designate which contacts are theirs. We had a user leave and we would like…
  • Settings for the Delete confirmation message box

    I was customizing the Company Segments/Fields as per the business logic and realized the data entries made were for an incorrect Field, and tried to Delete the data from the LOV individually was tedious, and clicked on the Check box controlling the Delete…
  • Customize the Quote entry and form by adding new text field to the quote line items

    Hello! I'm new to the Sage CRM world. I want to create a new field to show on the item line detail area of the Sales Quote. Specifically I need an "Extended Description" field that is about 100 characters in length to be able to print out on the quote…
  • Missing search fields in Find

    In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?