Sage CRM

Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…

Hi all,. I wanted to change the action name that is displayed on the screen from "Document Reviewed" to "Document Review". I have try changing it in the workflow rule, did not success. I have try updating it, assuming that the value comes from…

Hi i am trying to populate some values on the 'new free text item' screen onchange of selecting a product, i have the following code in the custom content: function setValues() { var prodId = crm.fields("quit_productid").val(); var successProduct…

Is there a developer environment available allowing for testing/validation of changes that allows us to push the changes out to production environment at a scheduled time? Ultimately looking for ways to avoid impacting production when modifying.

Hi, I created a report based on Opportunity entity, and then make it available for Interactive Dashboard. The column with numerical value is aligned to right on the report. This same report is available for a dashboard gadget, however, the numerical…

Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

Hi, I have followed the information in this post: Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier) - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub and have downloaded the latest SDK that has…

I need to create a field in CRM that has a link to project folder on the file server. We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number). On the file server we have projects listed starting with the same…

I the article "Almost everything you wanted to know about Search Select Advanced Fields (A round up about lookups)" https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2015/06/23/almost-everything-you-wanted-to-know-about-search…

Hi All, I'm trying to create a dynamic prompt for users. That when going to a Case record it would show if the contact doesn't have an email address. I'm trying to use something like the following on the Person field on the Cases screen. I know how…

Hi all, I wanted to get the Current user ID & use it in SQL Statement and run the statement from workflow rule. I am using #U on this statement: update Lead set Lead_AssignedUserID=#U where Lead_LeadID=#Lead_LeadID# based on this reference: https…

Hi. I am using Sage CRM 2023 R2. I am trying to modify a mail merge template. The margins on the first page are 1.5 inch top margin and the bottom margin is 2 inch. The 2nd and subsequent pages are now to have a top and bottom margin of 1 inch. When I…

Hello community I am currently working on a script in Sage CRM 2023 R2 based on the examples provided in the admin documentation. However, I am facing an issue with my conditional logic, and despite following the examples, it doesn't seem to be working…

Hi all, I have the following issue on Sage CRM Lead page. the lead pipeline is not tally with the list. the state "Approved" is duplicated on the pipeline. which view table can I check for the pipeline? thank you.

with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage

I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it. At the…

Hi with the new import email feature on Sage CRM it is filing the email solution under communications and not the query menu. So when I create a new query against a company it will not let me import an email for solution against this query, the only option…

Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…

Hi All Following the link below I've been able to add colour to the background of a cell in a list. But there is nothing about the text itself. Is there a similar method to also change the colour of the text? (so I could have white text on a red background…

Development request: Please could the Field Name dropdown menu in Advanced Find be organised better. For example the field names within the entity sections be alphabetical. It's slow and inefficient when trying to put together an Advanced Find and…

We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?

Is it possible to add company and person details to the mobile calendar list when you first logon to the mobile web page if it isn't could it be added in a later release? Thanks

I am trying to write a script in Opportunity that says if the pers_markets field is blank then use the comp_markets, otherwise use pers_markets, but i cant seem to get it to work. What am i missing? var CompMarkets = CRM.GetContextInfo("Company","comp_markets…

Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…

I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?