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…

I'm looking for samples and introductions on how to access or pull sdata (in particular data relating to the Opportunity entity forecast info) from a Sage CRM and display it on a html webpage. In turn this webpage will be updated as data in the CRM changes…

Good afternoon, We want to hide a BoxLong that is into an entity. As you can see in the image, I'm in Company entity. We have a field, "Persona", that is an advanced search selection field. We want that, if this field has a person inside, then ALL…

Hi, For a search screen, I am trying to hide a field dynamically according to another selection field. I tried to use the steps provided in the following discussion, but the outcome is not seen on the screen. community.sagecrm.com/.../28799.aspx …

Hello, I am trying to add a field to a screen programmatically. The problem is, the object of type checkbox is missing in SageCRM API. Entry type property is readonly so the last line of my code below is irrelevant. I also noticed EntryCustom…

Hello, I am hoping to have an option in a normal select field selected and the value chained in the statement, entered directly to a integer field. I am not able to trigger the update on selection until the screen is submitted - saved and then…

Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…

Hey guys, I have a customer who is wanting to use the Sage 300 ERP integration Quote/Order entry in CRM. While i was training them the other day I showed them how to create a Quote and then print it. They asked if there was a way to email the quote…

Client is getting the following error when trying to access the integrated quote screen in an opportunity: DefaultSDataDiagnosisTransformer got the following parse exception: '(TypeError): Unable to get property 'get_0' of undefined or null reference…

Hi forumers, I have a quick question here. Does anyone manage to get the some tried out on the SageCRM and Yammer component to work on mobile environment, iOS and Android? Hope to hear some replies on this. Regard, Weoili

Hi, Anyone know how to hide "Phone" (in red square) and replace with "Mobile Number" (in green square) from Person top content screen. I can manage to put mobile number on screen but how to hide "Phone"? I did some research and found that someone…

CRM 7.2b and Sage 300 ERP 2012 integration issue Some of the options in Sage CRM like "New Order entry" from "OE Enquiry" is not working from Client PC but works fine directly on the server. Sage 300 ERP and CRM installed on the same server running…

Hey guys, I added a new menu option to the MenuRoot called Multi-Edit Grid which has an action of runtabgroup. Of course that isn't important. My problem is the frame height is not adjusting to show the new menu option. I see when I inspect the element…

My install of SageCRM 7.2c is giving me the above error when I try and add a Gadget template and when I try to add a gadget template to the interactive dashboard. The dashboards and gadgets on the dashboards work fine. I discovered this when I was adding…

For version 7.2, if there are a large list of line items (about 100 line items) on the same screen, each time the user select Item Types, or Item drop-down box value, the application will refresh the page and scroll to the top. Is it possible to customize…

Hi, Twitter and Facebook integrations have stopped working with 7.2 and 7.1 (where applicable) I have noticed that their are posts on here noting the Twitter addon is not working however not seen anything for Facebook. Any ideas what is going on with…

Hello I have installed Sage crm version 7.2 and 300 version 7.5. I have installed the integration and in CRM, while Synchronizing with 300 data base I am getting the following error. Anyone can help me with this error?? Error Opening the Sage 300…

I am struggling to find any sources, apart from one on SAGE 7.1SP2 which has a great excel file which lists field changes between versions! All i want to do is know for example pers_emailaddress changed from one version to the next, probably in main…

Looking for a little help with some coding as I am not a coder. I found past posts here for prior versions how to display a warning for customers that are on "Hold." var recAccpacCust = eWare.FindRecord("ARCUS", "IDCUST='" + Values('comp_idcust') +…

Hey guys I have a problem with the SAGE CRM Interactive Dashboard when you first bring up CRM in the browser. The height of the dashboard is limited to about 100 pixels. If I refresh or change the size of my browser, it pops back to filling the page…