• Moving Blocks on CRM

    Hi All, On the 'New Company' screen on CRM, one of our customers have asked to be able to move the blocks to that the address block is at the bottom: How can we best achieve this? Kind Regards, Jamie
  • Company Library Directory Missing

    I imported a bunch of company records, but none of them have a Comp_LibraryDir value. Any ideas on how I can get that to populate or fill in myself through SQL? Thanks, Anthony
  • Get all companies returns bad data for first page

    Hello All, I'm having this issue when running the endpoint " http:// {{server}} /sdata/ {{install}} j/sagecrm2/-/Company" with no variables or with "startindex=1&count=10". For the first page I'm getting the id's (424,425,426,427,831,832,833,834,835…
  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…
  • Sage CRM Import Customers

    Hello, I have an issue when import customers from import Sage 300 ERP A/R Customers, all customers in the CRM updated to the customer imported. Thanks.
  • New Search Screen Fields

    I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…
  • Hide Maintain Relationship Button

    Anyone have any suggestions on how to hide the 'Maintain Relationship' button in Company Summary? This is on version 2017 I will actually need to hide it based off the users role if that's possible
  • 7.3 EWARE_TOP custom content

    I have some custom content in the company header, this was added when we had version 7.1 With version 7.3 SP3.6 the content is not refreshed when changing the company. you have to manually refresh the page. Is there a work around to automatically…
  • Add Field To Company Dropdown

    Is there any way to add fields to this company drop down list?
  • Multiple Billing Addresses?

    Hi, We're on Sage 200 CRM Version 7.3 SP3.6 What we are finding is that on a lot of companies on their Sage CRM System is that there are two (Possibly more) Billing Addresses, both ticked and with their own unique AddressID, AddressLinkID, etc…
  • Change Person Addresses to match Companies

    Hi, I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…
  • Help! View that joins company and person

    Hi Everyone, I am trying to customize a view that can look up customer number from the entity company and match it with each person associated with that company. The fields that I would like in the view are customer number, company name, business…
  • Person list record counts

    When viewing a list of people from the company (i.e. Person tab), the count of the records is wrong. I can tell by looking at the screen and by reading another post that the record count is only counting records where the Person type is NULL. The type…
  • Error on Report with 2 Views combined

    Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…
  • Unmatch Company/Person from a Lead

    Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead? It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…
  • CRM Search

    Hi, How can I search a record in CRM which has '%' symbol? For example, there is a Company which name is "abc%". I want to find all Companies which have '%' symbol in the name field. Regards,
  • SOLVED - Communications Preview Window

    Hi All, Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it? At present users use…
  • Help Needed. View for Company and Person.

    Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…
  • Company shows up multiple Times in company find

    has anyone seen this before? There is only 1 company record, but it shows up on the company find list multiple times. It doesn't happen to all companies.
  • add new field / edit Screen "PersTopContent"

    which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx
  • Link_CompAddr and Link_PersAddr won't disappear

    Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…
  • Sage CRM 7.2 - Displaying searched company record without go back to Find screen

    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…
  • Can't use Promote to Accpac function in company

    Hi, I'm currently has problem with CRM7.1SP2 integration with Accpac6.0PU1 where I can't promote new company to accpac from CRM side. Other integration function like quote screen, syncronize table, import customer, update company records are working…
  • Access Company records from external web site

    I was hoping that Jeff Richards or somebody as competent as him, will be able to point me in the right direction: Client has CRM V7.1h I have spent several weeks going through the various manuals, forums and blogs but have yet to find a proper solution…
  • Person showing under company "people" tab but not in main search?

    Hi Can someone please help me. I have a problem in that a person exists if I go into the company and click on the people tab, but the individual person doesn't show up when I do a search? Any ideas as to why this could be and how I can fix it, other…