Sage CRM

Is it possible to add the persons email address below here? Thanks!

There is a field that people should be able to complete when adding a new company, but not able to change / view when on the change menu unless they are one of four people. We thought an On Change script would work for this and have tried the below…

Hey guys, I hope this is the right place to post, but I was wondering if there is a way to limit user access of a tab? Eg, I wanted to give a division manager access to the marketing tab but i wanted to limit what information they had access to? Would…

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, 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…

Hi, I'm very new with Sage CRM development and now, I'm trying to achieve to put a button on Customer entity screen. When you go to 'Communication' -> 'New Appointment', there's 'New Person' link on screen which when you clicks it, it will pop up…

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, 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 ???

Hi How can i do this in .net SDK i try but not work

Good day I would like to know if it is possible to have a search select advanced with a bigint as id field. The unique id I get back from the view is ie. 1000000045. After I changed the reference field in the database to be a bigint, I could save…

Hello. I have an entry screen which is used in many places. The SSA field data inside the screen will also flexible to the place. e.g: Payment entry page. It can be open by click "New" button in MainMenu. The page will keep all field blank. One more…

Hello. I have two SSA field(e.g: SSA1 for Customer, SSA2 for invoice) in same screen. i want to filter data in SSA2 base on SSA1. e.g: Customer1 has invoice (1,2,3,4,5). Customer2 has invoice ( 6,7,8,9) . when user select Customer2 in SSA1. data in…

Hello, Can anyone tell me why my Custom Content field in screen design page can content a few line of script? I cannot even past all script get from community. Is it has field length limitation of this Custom Content can be set to more or less? Best…

Hello, Could anyone tell me how to remove 'Type' in address away ? Thanks. /Sokheng

Hi I want to switch the Details and Status blocks in my Opportunity Summary screen. How do I achieve this? Thanks, Robert

Hello everyond . I wonder why i create an User Select field for entity entry and it always show with Listbox. It look so long. How can i change it to dropdownlist ?

Hello everyone. I have a custom Entity (e.g Store ). In Store Entry screen i have two more person fields are PersonName(SSA field) and PersonWebsite(text field) . whenever user select or search SSA field i want to set PersonWebsite automatically base…

Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on…

Hi What I'm trying to do is to set a range of fields from one field's oncreate script. I have an address line 1, address line 2 ... I want to do a SQL lookup on address 1 and from there set the value for address line 1 and address line 2 etc…

Hi all, Good day. I am new to this Sage CRM. I tried to add few company entity into the lead detail screen but I cant seem to find the other entity in the list other than lead entity field. Is it possible to add other entity(company or person) into…

Hello everyone ! Could everyone tell me how to look up data into a field after we select a data in Search Select Advanced field ? e.g: i have created a field name case_personmail. and i have another Search Select Advanced for person field. whenever…