Sage CRM

How do you specify a type value (e.g. "Billing", Shipping" etc.) when adding an Address Entity via the Sage CRM API (webservice.add). I can't see a relevant field in the list below:- address1, address2, address3, address4, address5, addressid, addressidSpecified…

Hi, How to add a date input with a calendar button in a custom screen using .NET API for generating report? Thanks.

Has anyone created a .Net DLL implementation of a pipeline page for a custom entity? This should: - work with My CRM / Team CRM - support filter panel - support clicking a pipeline section to auto-filter the list

I would like to provide a screen to a customer with a file upload control on it. Does Sage CRM .net have a concept of a file upload control similar to what asp.net mvc has here: http://www.c-sharpcorner.com/UploadFile/sourabh_mishra1/fileupload-in-Asp…

Hi Everyone, I'm having an issue with the .NET Web Class. I have created my page and it is doisplaying the data, but the CRM List that I have added is not displaying correctly with the pagination. I have used the following to create the instance of…

I am currently faced with the task of creating an account (company record) from a person record in Sage 200 CRM 7.3. The mappings are defined in a custom entity. Coming from a mvc background, I was thinking about creating a c# class with a method in…

We are experiencing inconsistent results when saving a new Opportunity record created using a .Net DLL application. The application displays metadata screen panels from the Person, Address and Opportunity entities, all on one form. Pressing Save button…

The customer has elevator technicians out at customer premises completing PDF forms that get posted to a portal. The staff in the office needs to perform the following processes on each document. 1. Create a communications 'ticket' record that has custom…

Hi, As part of a project I have a custom mail merge .NET component that performs the document merge on the client machine. There are various reasons for this that I won't go into right now. However, what I need to be able to do is when the merge is…

I'm having an issue with the redirection from the URL("343") action. The PrevCustomURL variable is not working correctly. The ASP code I've found is as such: var strURL=new String( Request.ServerVariables("URL")() + "?" + Request.QueryString ); myBlock…

I was using SetContext("entity", "ent_entityID"); to set context in dot NET for Custom Entity which works spot on for Sage CRM 7.3.a but when client updated to Sage CRM 7.3 SP2.1 same thing starting to show DOTNET errors and it stop doing what it…

I have a requirement to show child records on a parent record's screen, similar to the way quote lines are displayed on a quote screen. The parent and child entities are custom entities. (I'm fairly new to Sage CRM and just getting started with the…

Hello, I have a piece of code for Sage CRM 7.3 SP1 which doesn't preserve data after post-back when CRM validation fails. Based on my analysis, I was able to retrieve data from the initialized entity after the fill method is applied but the method…

Do we have a way to use something like _reference.js to add intellisense to Visual Studio for the CRM client API? Thanks Gaetano

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…

I have a solution where I call the standard Communication Edit screen (ACT=363) from a hyperlink on a .net Page. I need to be able to save the communication and then redirect back to the original .net page. Does anyone have any suggestion as to how…

I have a list on a tab under Team CRM. The list filters easily for the current user. If the current user has access to more than one team and they change the team drop down in the context area, how can I filter my list in .NET by the selected field as…

I have a custom Entity - "Building" That entity has a child entity called "BuildingAddons" Child was created using the methods outlined here https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a…

I'm sure I'm missing something stupid.. Anytime I create an insert page using the .NET API, I have to include the parent object on the screen or the links are not created. The link is never pulled out of the context keys. I have a button on a screen…

Help! I have a list page that I am creating that will operate like a "QuickLook" page. One of the panels that I put on the page was Resident Deposits. For some reason, this panel is displaying twice and I am not sure why. Hoping someone can help and…

Hi, When adding a Communication via Web Services, a comm_link record is automatically created, linking to the assigned User. I cannot see an obvious way, however, to retrieve the Comms for a given UserId, without running two separate queries - firstly…

Just wondering if there is a best practice surrounding custom .net projects. Please note I'm not asking about .net practices, but best practice with regards to Sage CRM customization specifically. Is it better to put each custom set of pages in its own…

So I have a custom page that shows 3 lists. This all works swimmingly. However, when a user clicks to view the next page in the list, it refreshes and keeps them on page 1. Below is an example of how my list is created. List mylist = new List("CustomList…

I've just installed VS 2010, rebooted, and then applied SP1. I ran VS using 'Run As Administrator' to set C # as my default environment, and then closed VS. I then installed the 7.2 SDK. So far, no errors. When I try and create a new Project/Solution…

I have a .net class that displays a list of opportunities for all company ids in a list. This works perfectly. However, I would like to add the default opportunity filter box to the screen as well. What the heck am I missing? No matter what I try…