Sage CRM

Is it possible to use an on change script with a search select advanced field? When I attempt this, I loose my SSA selection list. Based on the selection in the SSA field (which is an address record), I want to populate the value of other fields on…

Help please! I want to add a field to what I think is considered the "web picker" on a quote. Based on my understanding of the new quote screen, the area that I want to add a field to actually is representative of the opportunity record and not the actual…

Has anyone ever run into an issues with a SSA field will not respond? I try to hit the magnifying glass and the drop down and neither work. It seems to be happening with both custom and standard SSA's.

Having troubles trying to make a SSA work tha retrieves data from an external DDBB Table, in this case, a table from Sage Murano Have been guiding me by this post https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2011…

Hello, I have two custom entities, Serial and Inspection. The serial entity is a serialized product, and has columns like model number, description, work order, etc. The inspection entity would be a child of the Serial (i think?). When the quality…

The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…

Hi we have a Advanced search select as shown, I want to populate the Name Field displayed in the Advanced search select in a text field. Currently I am doing it by using the selected ID, Call the sdata to get the field value required and then populate…

I have a search select for shipping address. I need to it filter to the currently selected company AND a sub contractor company that is set on the screen in another SSA. Any ideas on how to accomplish this?

Hello Using 7.1g and have been asked to create an ADV Search Select field that will provide a list of all quotes that are linked to an opoprtunity. The idea is that the user will be asked to select which of the multiple quotes on an opportunity is the…

I found out that I can use custom entity as Search Entity in Search Select Advanced field from the link below but can I use View as Search Entity in Search Select Advanced field and how do I do that? https://community.sagecrm.com/partner_community/b…

I have a two-part problem, currently being addressed through some kludgy scripting. We need: 1. A search select advanced field that only shows the names of people who have business email addresses; and 2. A second field that populates with the business…

I am looking to break the association on the stock 'Add Task' screen SSA fields between Company, Person, and About. Currently if you choose a company, you must choose a person from that company, and opportunity from that company also. We want to be able…