• Add customer dashboard and document upload from self service portal

    A client has requested us to add individual dashboard and enable the customers to upload documents from the self service portal. Any guide will be appreciated.
  • Self Service Validation script

    I have a self service screen with existing validation scripts and want to add a validation script that makes sure that a new entry of the custom entity cannot be saved for the same visitor's company using the same date. I am trying to run an SQL query…
  • How to add tabs to Self-Service Portal?

    Hello, How can I add tabs to self-service portal and then iterate through them? (I want to iterate through them so that i can extract the values and put them to my own HTML content) Any suggestion are welcome. Thanks.
  • Self Service - Display Issues

    We're just implementing self service to allow our customers to log cases externally. Majority of it seems to be working fine. However having some display issues when content is copied from an email into a case resolution. When you view the details inside…
  • WorkFlow not working

    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…
  • Escalation .Net

    hi please how i can solve Escalation for .Net when select it please check the attached picture
  • Sage CRM SP2 Setup ?????????

    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
  • alignment from left to right?????

    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 :/
  • Sage 300 ERP New Order /New Quotes Error 500????

    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 ???
  • Selfservice: Anonymous Users

    Hi The need has arisen for us to have a sales contract which prospective customers can fill in. The data will then be saved to a custom table in CRM (Prospects). We aim to use CRMSS as the host for this contract. Initially these customers will…
  • Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks