• Advanced Email Management System

    Hi, I'm looking for some help with the rulesets in the Advanced Email Management system and how to create opportunities from emails. I've successfully had emails be filed against Person/Company records but when I select the Action as 'Create Opportunity…
  • EVariantTypeCastError: Could not convert variant of type (OleStr) into type (Boolean) Error

    We're using Sage 7.2e and are getting an error when accessing the Communication tab from Opportunity Summary. It's since I created a stored procedure that executes when the communication table is updated. Got a trigger on the communication table in…
  • CTI Plugin, Sage 7.2e and Windows 10

    Hi, We've been setting up CTI integration with our system. We're using the 3CX system and initial testing was very positive. We have two machines in the office on Windows 7 and IE11 the rest are Windows 10 with IE11. The CTI integration works fine…
  • Opportunity Id Field missing from front end of System

    Hi, I've recently discovered that the Opportunity Id field is missing from the front end of the system; Administration > Customization > Opportunity > Fields. It exists in the database so I'm rather baffled as to how this could have happened. How…
  • Customise Screen Query

    Hi, We're looking to add a field to the 'Create Task' Screen located in Administration > Advanced Customisation > Workflow > New > 'Create Task'. To show what we're after, I've amended the page code via the Chrome Browser. See image below for specific…
  • PersonPhoneSummaryScreen - Making a field mandatory

    Hi, I'm looking to make the below field mandatory, however it seems impossible to locate frontend and I can't find the place in the DB to make it a mandatory field. I've found that the field is on the PersonPhoneSummaryScreen. I found the name…
  • Business Calendars & Tasks. Restrict to following working week

    Hi, I've been looking into the business calendars in Administration > System > Timings and set up a calendar around our companies workdays (Normal 9-5, 5 day week) In some of our workflows we have tasks created for our users to follow up with customers…
  • Sage CRM Phone System Integrations

    Hi, We're looking at purchasing a phone system that is compliant with Sage CRM. We know that Sage CRM is TAPI compliant, however there is no documentation that we've been able to find of a recommended supported phone system. We're looking at the 3CX…
  • Opportunity Closed - Task doesn't auto-complete?

    Hi, I've noticed that when an opportunity is closed the associated task/s are not automatically marked as complete, is this intentional? Do I need to have the close rule with a javascript condition or have a sql statement run when closing the opportunity…
  • Workflow Rule - Execute SQL Statement

    Hi, I'm attempting to have a SQL statement be executed in a Workflow Rule that will update any communication with 'New Sale' in it's comm_subject for the specific opportunity the workflow is being actioned on. I'll try and explain our process; …
  • Javascript Conditions - Marking Communications as complete

    Hi, Is it possible to have a Javascript condition mark a task as complete? In our workflow we have a task that is created on an early rule in the workflow. If the workflow reaches our 'Payment Received' rule before the task is due to fire then we…
  • Opportunity ID Incremental Number ID

    Hi, We're looking to have incremental ID's for our Opportunities, similar to that of Case & Solution. I'm wondering if it's possible to, after having created a field on the opportunity entity call OppoRefID which will use a stored procedure. To then…
  • CTI Phone System Setup

    Hi, We're integrating our Elastix Phone System with Sage CRM but have run into a few problems. We get the following error despite having the phone plugged in, turned on etc and having enabled CTI on the user profile we're testing on. We've…
  • Conditional Rules on Workflow

    Hi, I'm creating a conditional rule for a Workflow. I need it to action if a field has a certain value/values. I've put the following codes in the Javascript Conditions Box Valid=(("oppo_priceknown"=='Price Unknown')); I've gone on to try: if…
  • How to hide a field until a particular source is selected in Opportunity

    Hi, We're trying to hide two fields on the opportunity summary page when creating a new opportunity as well as existing opportunities if the oppo_source isn't a particular value. So when the oppo_source is 'Delivery Enquiry' we want the Delivery…
  • Filing Emails to a Lead using CRM Outlook Plugin (7.2e)

    Hi, I'm looking to be able to file emails using the CRM Outlook Plugin against Leads, I understand that there has been a workaround available in previous versions - See Link: https://community.sagecrm.com/user_community/b/sage_crm_news/archive/2010…
  • Notification when an Internal Note is in a Person's record

    Hi All. I was wondering how to display a notification or an alert message that there is an internal note found within a person's record. I'm currently using 7.2e and will be going to 7.3 shortly. I have no real clue where to start with notifications…
  • Sage CRM 7.2e Release Notes

    Hi, Can someone direct me to the release notes containing all resolved bugs etc... for 7.2e It is usual for software developers to include these with any patches, however I am unable to locate them. How will I know what it is fixing or breaking…