Sage CRM

Hi Everyone, I have to fix several issues of a SAGE CRM 7.1.a site. They do not have any of the SAGE CRM guides. After several attempts on community and other places, I could not find them. Would anyone be kind enough to share the pdf with me please…

Good afternoon, I need to make editable notes of a custom entity. I explain: We have a custom entity called Insurances, and we have a tab called Notes. A non-administrator user can make a note, but then he can't edit it. An administrator user can…

Good afternoon, I want to include a mandatory field where the arrow marks. This is the screen before "accept call". The only way I found by the moment is by entering into "Añadir comentario/Add comment" button, but I want the field to be out of…

Good afternoon, I'm having a little problem. I want to make a birthdate field (in Person entity) non-required for one user (for the rest of users I want it to be still required). I have done this: As you can see, for all users ("Todos los usuarios…

Hi, We are using Sage CRM i7.5 (which is the French 7.1.h) and are facing a compatibility issue with Internet Explorer METRO mode. It seems that Internet Explorer in METRO mode is not yet supported: File : MC_Global.js (line 261): //CC75 Pas…

Hi, I'm trying to understand how on earth the Outbound call list could have been developed with such great features (improving call productivity imho) but with at the end of the process such an important lack of good sense : when for each call you click…

Hi there, I'm trying to upload company and person data from CSV file and when I selected 'Preview Data Upload', I got this error come up ("The following fields must be mapped to... Company Area Code" - pls see pic below). I have Area Code field…

Hi All I recently installed CRM 7.1 on a Windows Server 2012 R2 Virtual Machine. I then restored a backup from the live environment. When I try log into CRM I get the error "You may need to recreate views manually.". One of the System Log messages…

CRM 7.1g Hello All, I created two fields in the leads module, assigned user email and phone, so that when their info can be added to the email template. The goal is to have the ability to send a mass email to all leads and have the contact info of…

Hey guys, I'm pulling my hair out trying to figure this out. I have a customer on CRM 7.1h and all of a sudden when you go to Administration - Customization the images are missing for Cases, Company, Lead, etc. Basically all of the primary entities…

I disabled and reassigned 2 old users to an existing user. After I did that the existing user no longer is getting the email notification when a new or reassigned case is assigned to him. The user who is assigning or reassigning the case gets an error…

Hello Have a customer who wants all incoming and outgoing emails to be automatically filed in CRM, so have set E-mail management up in CRM, and it works fine when sending from CRM. The question is what is the best way that anyone has found for all incoming…

Client has many companies that have multiple address records. When they do a find they need to be able to find any and all of these addresses. At the moment the find will only locate the addresses that have been marked as "Default". How can we get…

I have a addon component that we have used many times before. However, on a particular site, I have had problems installing it. The addon component makes use of a .net dll to display some screen. Whenever I navigate to a screen generated by the dll, I…

Hi Folks, I have a few questions on iFrames - but before I ask the few questions I need to know the answer to one Using 7.1g - is it possible to use an iFrame within a custom asp page? I have tested and it appears to be blocked or cannot be detected…

I have a custom entity, called LeadDB, which is navigated to by means of a find screen. I have added a library and the library page includes the document drop. The LeadDB may or may not be linked to a lead as its parent. Therefore I have the document…

Hello, Does anyone know if there is a way to customize the Email Out Communication Screen. Any help would be appreciated. Thanks.

I've looked and looked and cannot find the screen/list where I can add/remove columns for the My Cases in Progress Classic Dashboard. Anyone know where I can change the columns for this dashboard or is there a place to change it? I do know that it uses…

Hi All, I'm testing a custom entity at the moment - similar to one of Jeff's suggestions here ( https://community.sagecrm.com/user_community/f/84/p/8277/22730.aspx#22730 ) Say for example: I have the "Company" entity and I have my custom entity…

I created a custom .net dll to use with CRM 7.1h. This dll uses the accpac com api to create an invoice in AccPacc. This is very intermittent but sometimes it works fine and other times it doesn't. Most of the time when they get this error message they…

Hi Everyone Hoping someone can help with this one quick please? I have an additional field set up in company entity (standard text field) on Validate Script I'm using some java that checks if the value exists in the database already (like an account…

Hello, have created a new escalation rule to update a field when a communication record gets within 30 minutes of it's scheduled date/time. But it's not updating the field, and checking the system log I found the following:- "Apr 25 2013 17:04:51…

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Good day My code looks like this: var string = "DECLARE @NOTEOUTPUT VARCHAR(8000) Exec PARSE_SCRIPT '"+data+"', "+caseid+", 1, @Noteoutput output select @noteoutput as documentOutput"; var mySQL = string; var myQuery = CRM.CreateQueryObj(mySQL…