Sage CRM

In CRM 7.3 SP3 I have added some code to hide a few columns depending on the context and it works fine if I refresh the screen by clicking on the Cases tab or even pressing F5, however, if I set the new "Case refresh interval" value in System Behaviour…

Hi all, I would like to know if it is possible already (easily), or if it should be raised as a new feature request for the product : Let's suppose I have two different Case worfklow, one for Installation, Onboarding and Helpdesk Management, and another…

Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)

Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…

I have enabled workflow for the case. In case entry in the status tab I will be able enter problem details field but after stage goes to logged or any other stage problem details field is not displaying. Case Summary screen Case change screen

Had a weird issue this morning that I can't make sense of. There were 4 cases created from inbound emails that had duplicate case_referenceid numbers. The original 4 cases were created within a few seconds of each other, and the duplicates started 40…

Hi All, Is it possible to create an instance of a Custom Entity using the workflow of a Main Entity? We have a custom Project entity, and we would like to be able to create a project from a case. In much the same was as you can create an opportunity…

Hi, I'd like to link the Team (case_channelid) field with the value of the field Assigned To (case_assigneduserid) in my Case Status screen (CaseStatusBox). For instance if I select User A I want to automatically modify the value of the Team field…

Hello, Here is my issue: we just upgrade our sage CRM from 6.1 to 7.2b. Before, during the claim process, our technical service or administrative service make a copy of the CRM case (paper print or pdf print) of what they see on screen (case details…

Hello, I have recently performed a 6.2 -> 7.0 - 7.1 Sage CRM upgrade. Since the upgrade searching 'Cases' for a specific parameter yields two duplicate records in the Case List. There is only one record in the database. Selecting and editing either…

Is there a way to set the case ref id using the eware_default_values procedure based on the case type? we have a field case_c_type, which is pre-filled by the workflow when the case is created to either 'CSI' or 'NCN' dependng on the workflow used.…

Hi All, I have created two custom entities called 'Employer' and 'Customer'. Find Employer/Customer and click on hyper link in the grid, it will redirect to Employer/Customer summary screen. If user directly right click on new-->Case from main menu…

Jeff please i want your help Hi please i am face big problem i want to make the alignment from right to left please for Arabia purpose can i??? i tried to make this in IE -->encoding --->from Right to left the result in the picture

Please answer how can i add value to read only field and put the value in read only field ??????????????

hi all i tried to change readonly or disabled field value this what i do 1- i made Remaining amount Read Only and put onchange script on paid amount when change it will subtract the payment amount - paid amount and the result put it in readonly field…

OMG anybody have solution for this error or i am the first one how catch it :( this error happened when i move stage in WorkFlow

Hi all, i have this case please help me when i change field value i want to get value from server (in onchange script of field i want to bring value from server side) i have field called unit ,when i select unit i want to bring value of another…

Hi i am built workflow and the write the following code in summary .net page base .UseWorkflow = true ; base .AddWorkflowButtons( "Lease" ); but the workflow buttons not appear and when try to see the workflowid in the custome entity table there…

hi please how i can solve Escalation for .Net when select it please check the attached picture

Hi all i try to install sage crm sp2 setup from the community like the figure attached but its give me sage crmsp2 hotfix 3

Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/

Hi, From an opportunity workflow, we create a case. The problem is the newly created case does not have any workflow associated. How can we set a workflow to that case? Thank you! Jeff

Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???