Sage CRM

Hoping someone can assist. We have a client system where one user is experiencing issues in Sage CRM. However, no other users in the organization are experiencing issues. The issue is that the screen appears to be freezing in some way. When the issue…

Hi everyone! I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that…

I have a requirement where I want to change the "default" Save button on a custom ASP page to "Confirm" rather than "Save". Is it possible to do that? Can someone point me in the right direction? I know that I can go into translations and change it…

I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…

Is it possible to refresh the current page with a button? I know that a user can refresh the screen by clicking the refresh button up by the URL. However, is it possible to put the same functionality in a button on an ASP page. Sadly, not all users…

When you attempt to convert a lead that is not matched to a company, the system displays a message as follows... Is it possible to add an additional message? We want to add a message to alert the user that they cannot convert the lead to an opportunity…

Help! I have created an asp page to create a very stripped down version of a company record. The record is intended to represent a chain store or chain restaurant. Therefore, the only information that is required for setup is the chain store name (comp_name…

Is it possible to add a new opportunities button to the communication summary page in the same way that new companies and new persons may be added. I have seen how to add the "new company" and new person" buttons to a custom entity however I can't seem…

Hi, The security profile is setup that the "assigned to" can view, edit and delete record but do not have access territory. This security is called on a custom ASP page in the Button definition. The security does not work as expected. I need to…

Hoping someone can assist me with hiding a button in an ASP page. I seem to be running into a road block and I am afraid I might be making this harder than it really is. I added a few buttons to an ASP page, when the ASP page goes into "Edit" mode these…

Hoping someone can help me with this. I am probably making it harder than it needs to be.... I want to place a button on an ASP page to launch a SQL stored procedure. I successfully put the button on my page as follows.... var strCallSyncButton =…

Hello, I have created a new Quick Look page that shows several lists from custom entities. My new Quick Look Tab is made of a Container Block that is made of 3 lists blocks with custom lists. I choosed this way to create the Quick Look because the…

Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…

Hello, I added a new table connection called 'Customer' from a custom database. This is automatically converted to a secondary entity in customization section. This table contains some data, fields and an ID field called 'sn_account' of type varchar…

Hi, I'm facing this error, "An unexpected event has occured : Exception : field Quot_OrderQuoteID not found." Here's step: 1. Go to Quote screen 2. select "Product Code" , "Edit Line Item" screen will appear on the bottom & then select "Delete…

Hi, I created a dll based page which calls a screen containing a bunch of fields for my custom entity. On this page a user can type in an ID to my serial number field. -> that will trigger a javascript function which will use Ajax in order to automatically…

Hi, I am trying to recreate 2 default buttons for the opportunity entity. These are the button called Next and Summary Report. The problem with the first button is that it doesnt retrieve the next record and it also redirects to the default page.…

Hi, I have activated a workflow for opportunity entity where my first rule is a primary rule and after that i have a few transitional rules. The workflow rules/buttons do not appear on the screen. I also noticed that workflowId field for each opportunity…

Hi, What is the best way to add a group of buttons to a panel? Reports page has the look i am trying to achieve.

I am trying to arrange my custom buttons so that they are all consistently in order on every single page. Please see the code below : this.EditMethod = "RunEntityDataPageEdit"; this.AddUrlButton("Delete", "Delete.gif", UrlDotNet(ThisDotNetDll, …