Sage CRM

In order to work around an issue with Dashboards I am building a simple ASP page which displays two lists side by side. One list displays all outstanding communications for the user, the other displays all outstanding communications for the Team the user…

Hi all. I am trying to add the Web Picker Opportunity to this screen.My page returns Object Reference not set to an instance of an object. The one in bold returns the error : public override void BuildContents() { AddInfo($"My Company ID id : {_sCompanyId…

So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select * when i really only need a few fields. I want to use FindRecord…

If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below var list …

Hello, I have a scheduled task that execute the following JS script : var CRMUserName = "##username##"; var CRMPassword = "##password##"; var CRMInstance = "CRM"; var eWare = CRM = new ActiveXObject("eWare." + CRMInstance); eWare.FastLogon = 3;…

Hello, I found this article on the CRM Accelerator help pages, where it is stated that you can perform a mail merge on a specific document via a "one click button": http://accelerator.crmtogether.com/index.php?title=Custom_Mail_Merge_App . I want to…

Hello, I want to achieve the following behaviour: Within an opportunity the User clicks a button that opens an asp page. In that page he selects some documents. Now I want that if the user clicks "Save" the choosen document opens from the CRM library…

I am having an issue with an ASP page for a custom entity. There is a white box covering a portion of the top frame and I cannot determine what is causing it. This is what it looks like... It is the white area just under the black Sage CRM bar.…

I am experiencing an error when running an update to sql from an ASP page. The page has worked in the past and I am not sure what is causing it to fail now. I can see the error in the log. However, I do not know what is causing it. Aug 28 2020 3:12…

Hello team, have the following problem with the display of TOP content. It should be displayed as shown here with the FAV icon and extended information on the right. This works in the ASP file and in .Net But if I now go and attach an crm object…

How can I get and assign the value of an field (advance sesarch list) in a screen to a variable in a .asp?

I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

Is it possible to refresh the current page with a button? I know that a user can refresh the screen by clicking the refresh button up by the URL. However, is it possible to put the same functionality in a button on an ASP page. Sadly, not all users…

Hi, I have created a create new group button to go on my case screen. The button when clicked opens up the create new group page in a pop up but when I click save nothing happens. However if I click save without entering information the correct validation…

I am having a mysterious issue with a Custom Entity and the recent list. CRM is 2018 R2. I created a custom entity in CRM [manually], which is a top level entity, and on a related ASP page I have called the method: eWare.SetContext("AC_Plan",PlanId) Where…

In a workflow rule I have used an asp file to perform some data processing then redirected back to the Case Summary screen. That all works fine. I understand that when an asp file is used in a transition rule the rule actions are ignored. I haven't…

Hello, we are making an upgrade from SageCRM 7.3 SP3 to SageCRM 2018 R3. We get the error "Access violation at address 1A7F51E7 in module 'eware.dll'. Read of address 00000000" on opening our ASP-site. But the error only appears if we open it from…

Hello, The current system we have with our customer is that the typical user logs through the customized self-service portal, register employees to participate in trainings and then pay for the registration. When the user pays, we redirect throught…

Hello, I am using CRM 7.3 SP1 (hotfix 1) and there is a new workflow set up in the Case entity. The asp page is creating a new record and inserting the correct stage for the New record and inserting the tracking for the case workflow but, the workflow…

If someone could point me in the right direction I would be really grateful. As the subject suggests I am currently building a CRM List Object within an ASP page which does not reference Metadata. The list itself is working and returning the data as…

Hello, while working on a project for a customer i came across a rather strange behavior of the CRM. I tried to add a button on an ASP page for a custom entity that takes you to the search page for that entity. To generate the url i used this command…

Hi there, In order to display filters in contact list, I want to create a new tab in Company entity, named "PeopleTest" and use the custom file function. As french hotline says, it allows to show filters that are not enabled in default contact tab…

Hoping someone can assist me with an issue am having displaying a button on the screen at the right time. I arrive at this page from a Global Rule in workflow using a Custom File. I want the button to display only after certain fields on the screen…

Hello, I am having a hard time with redirecting to a summary screen in asp. The redirect is being called from a list page under User My CRM and it uses the custom jump with the asp page name (redirect.asp?) and the case_caseid,case_workflowid as the…

I've created a custom table linked to a company and applied the logic described here : https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a-secondary-entity-for-a-new-custom-primary-entity.aspx#pi10465…