Sage CRM

Hi, I've added a number of custom fields to the Company table but they are not coming through on merged documents, even though I've added them to the vMailMergeCompany view. The fields are avaible to select when creating the template but the data doesn…

When reviewing a client's SQL logs, I am seeing the following error repeated over and over again. Has anyone seen this error? I would appreciate any assistance in resolving the error. Thank you! SELECT * FROM vKeywordSearchListOpportunity WHERE…

I've seen similar questions asked but nothing specific in terms of if it is possible or if there are better ways to do it. A customer has a request that in a report which runs for single company records only, they would like to get the notes listed…

In the communications table we have comm_note and comm_email. If the comm type is email, the details go into comm_email otherwise it goes into comm_note. All well and good. A customer of mine has a good reason to want to see the notes in a list. The communication…

Hi. I have 3 tabs that are customized that pull data from a database. I'd like to have these 3 tabs into 3 separate panels onto 1 tab. My 3 tabs are Registration, Membership and Sponsorship. Each tab has a view - so I assume I can put multiple views…

I am casting a Currency field in a view to FLOAT, and the report returns an integer. I have also tried NUMERIC(18,2). Same result. Any suggestions?

I have created a view as follows: CREATE VIEW vMyEntityTest AS SELECT *, 'somestring' AS somestring FROM MYENTITY When accessing this from the UI reporting menu I can pull the somestring field into a report. However, when the view is accessed by SData…

Hi Everyone, I am trying to customize a view that can look up customer number from the entity company and match it with each person associated with that company. The fields that I would like in the view are customer number, company name, business…

I would like to create a view that limits the list of opportunities to only those that the current user is working on OR opportunities that are closed (won, lost, dead). I copied vListOpportunities and added the oppo_status criteria, however I have not…

Although I'm working with Sage CRM for 7 years now I still discover new things every day. Today I've remembered that we can create a workflow rule based on a view instead of a table, and it lead me to some new thoughts and I need a few answers to see…

Hi all, I have a problem : I've added a notification on Opportunity entity, but when the rule is executed it generates the following error : Error SQL : Cannot create a row of size 8559 which is greater than the allowable maximum row size of 8060…

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…

I'm looking to create a report that takes opportunities that have a due date (oppo_proposaldue) today, tomorrow, and the day after and groups them by those three categories. I'm getting close to what is required want with this SQL: SELECT oppo_quoteid…

Dear All I am looking for some help if possible as it would appear that our issue has both our support partner, and Sage stumped. We have the standard system view vListOpportunity in the DB, however, for some reason on a fairly regular basis, this…

Is it not possible to create a view (or execute a view) that is based on a third party connection? I have the third party database and table connections created. But there isn't a way to create a view. I want to create a view so I can put a gadget…

Hello, I am noticing that performance around system views, predominantly the views surrounding communications, are performing badly in comparison to the rest of the system. If we take vListCommunication as an example, it has the following syntax in…

Is there are command to call Today's date while creating or editing a View in Customization?