Sage CRM

Hello, I am generating a sales report from a custom view and the report seems to run ok, but it ignores things like capitalization and the removal of apostrophies and stuff like that. Has anyone experienced this? Please see attached images. …

My company produces orders using Sage 100 and CRM. The opportunity follows a workflow right up until it is finished, but stops before the customer is billed. Billing is done exclusively in Sage. We have a SQL trigger set up that will change the stage…

Hello, Does anybody know which table are the descriptions of the codes for selection lists kept in? I am writing an SQL query to get some information for a report that is going to be outside of Sage CRM For example I have this lookup table setup…

Hi all, I have a problem running a query to update a Company record from inside of the Comm_Link (secondary) entity. The query starts in Comm_Link > grabs Communication details > grabs Company details > updates a new custom field in the Customer entity…

We have upgraded sage 100 from 2016 to 2018 and on a different server we have upgraded sage crm from 7.3 to 2018 R2. SQL database server and Sage CRM 2018 R2 are on the same server. The issue is the integration setup between sage 100 and sage crm. When…

Running some monitoring on our system it appears that the same two SQL queries are constantly being run against our CRM database. My belief is that they are being triggered by the tomcat services as 1. SQL is reporting that the program name is "Microsoft…

In the communications table we have comm_note and comm_email. If the comm type is email, the details go into comm_email otherwise it goes into comm_note. All well and good. A customer of mine has a good reason to want to see the notes in a list. The communication…

Hi, We're looking to have incremental ID's for our Opportunities, similar to that of Case & Solution. I'm wondering if it's possible to, after having created a field on the opportunity entity call OppoRefID which will use a stored procedure. To then…

Hi, I'm trying to query the database and one of the fields is a multi-select field. Consequently it has values in it like ',val1,val2,val3,' in the report view. What I'd really like is to replace those with the values in the custom_captions table. Does…

Hello, i need to display/hide tabs in condition to field values. In the crm desktop version, there's no problem with hiding tabs. For example, i added a tab "Protect Details" with the SQL condition proj_performance_line like '%Protect%' . In result…

Hi guys, Just wondering if anyone has any experience running Sage CRM on SQL web edition? The pricing seems quite competitive and wondering if there are any limitations/licence implications? Thanks, David

Hi, Is there an issue with Dispatch.StartTransaction() method? It is not working for me. Below is an example Dispatch.StartTransaction(); bool error = false; for (int i = 0; i { Record entityRecord = FindRecord("Company", "comp_companyid=" + i…

Hi I've written a .NET dll that contains a method that takes a number of seconds to complete. It contains a series of "QuerySelect queryObj = new QuerySelect();" statements among other things. I am finding that when a user calls that method and then…

Hallo, i have created a report based on a view. The where clause of the view containts a fixed value. for ex : where QtyDays = 5 and ... Our customer wishes that the fixed value becomes variable and act like a parameter. My tought was to create…

I wrote a SQL query to evenly distribute leads to the user. The query runs perfectly on SQL Server, but not Sage CRM 7.1SP2. Any feedback is welcome! Thanks! The query is below. Here is what I did ,and got the SQL errors. The expected result is when…

Is it possible to create additional fields in the CRM interface in the Person_Link table? I am working on integrating Sage CRM with Timberline (Sage 300 Construction and Real Estate). In order to make the connections between the company and person,…

How do I run a table level script after a record has been updated? The UpdateRecord function is before the commit to the database. I ask this because I want to run an SQL script which updates a total in a quote field whenever any of the quote items…

I tried to delete the Pending communication(comm_status from database in dbo.communication based on User. I can't see the relation between the table other then channel id.I checked in Dbo.comm_link where i can see the relation but i can't find comm_status…

I have a group that checks a field to make sure that there's no lower-case characters in a person's name. The only exception I have is at the end where the person's last name has an "Mc" in it. EXCEPT SELECT * FROM Person WHERE Pers_LastName like '…

Dear CRM Community Today i got an error which none of our sage crm consultants had ever seen before 'Operation is not allowed when the object is open' This Error occured in the escaltions Area and can be found in the sql logs If you see this error…

HI All Hope anybody can help, Running Sage CRM 7.2d The Opportunity list was deleted by accident When I go to opportunities there is just a blank Screen When trying to recreate the views in Admin-> Customization Now When I add items to the…

Hi, If I have SQL installed on a dedicated SQL Server and I want CRM on a separate application server, I know I need to install the SQL Tools onto the CRM server to allow the installer to put the CRM database on the dedicated SQL Server. If I am patching…

I have a problem with a custom entity referencing a Person entity. The way the SQL is generated make an ambiguous SQL query (ORA-00918). Here is the generated query: SELECT * FROM (SELECT RECORDSET_NAME.*, ROWNUM RNUM FROM ( SELECT roles_RolesID, ROLES_NAME…

I have a report that needs information from two different source views. (One field that I need is on the company view, while the remaining fields reside in the Opp summary.) I believe I would have to tweak the SQL view used to grab the data for the…

I have a stored procedure that gets called by a workflow escalation rule. If this is fired it creates a ToDo task. This all works perfectly. My issue is these tasks are not syncing to Exchange. My stored procedure is below. Any help is appreciated. …