Sage CRM

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…

I get this error after executing a report: An unexpected event has occurred: Exception: The field does not exist, or is not a report field, or you are not permitted to use it: oppo_opportunityid This is the view: CREATE OR ALTER VIEW vProjectInfOppos…

Hi. I created an ASP page that uses the 'ExportToFile' command to allow a button to appear to Export the contents of my query. It works fine - however, for some odd reason, it overwrites my date field with an invoice number field. The only thing that…

Looks like I need a shove in the right direction in regards to a Workflow Rule. :-) From within Sage CRM, is it possible to change the view being used for a workflow rule? When a rule is created, the user selects a table or a view to be used for the…

Hi, I created a group based on a custom entity "RelEnt" (prefix is "Rel") for custom relationship data for both Company A and Company B, but Send To MailChimp button is hidden. I then followed up the following article to change the email address column…

Hi, I wonder if it is possible to add URL Jump link to a group based on a custom entity. For example, a custom view is created for the custom entity named "Project". A group is created based on this custom view, and the user can click on Projec t Name…

Hello fellow partners, I have created a user view in Sage CRM on the company entity. I need a list of companies that do not have any future communications so we can follow up with them. I think the view works but it is very slow and to go from 1 page…

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…

I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…

Hallo, i have created a report based on a view. The where clause of the view containts a fixed value. for ex : where QtyDays = 5 and ... Our customer wishes that the fixed value becomes variable and act like a parameter. My tought was to create…

Hi! I am looking to amend a view to include comp_sector. The base view would be for communications but the one field I am missing is the sector/segment. Any help would be appreciated: CREATE VIEW vSummaryCommunication AS SELECT Communication.*,…

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…

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

We're experiencing periodic slowdowns in our recently-upgraded Sage CRM 7.2 system, and see a lot of these kinds of errors: You may need to recreate views manually. : SQL Error Well, we should clean those out anyway. When I try to edit some of our…

Hi, So I change the view below to link to PhoneLink and Phone table to get the person mobile number. Then I put the [MobileNumber] into Person Search Screen. But it disappear from the person search screen some time, metadata refresh bring it back…

I found out that I can use custom entity as Search Entity in Search Select Advanced field from the link below but can I use View as Search Entity in Search Select Advanced field and how do I do that? https://community.sagecrm.com/partner_community/b…

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…