Sage CRM

Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

I'm having trouble filtering leads using the `$title` field. When I use the following query: https://{{server}}/sdata/{{install}}j/sagecrm2/-/Lead?startindex=1&count=10&where=$title eq 'newsletter' It shows all the leads instead of filtering. Then I…

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…

Hello, Is there any way on CRM to hide the 'New Company' and 'New Person' buttons on the right side of entering a new Lead? Highlighted in the image below:

Hi all, I'm looking for some advice regarding amending stages and statuses for opportunities and leads. When a sales rep clicks on 'Change' on the summary screen of an opportuntiy, the only section that is editable is the Details section as in the…

Hi all, Apologies if this has been asked before. I could not find it, if it exists. In a lead, under communications, if a user has filled in a recepient, a CC and a BCC, there will be 3 records in the CommunicationLeadList Is there a way to only…

I have a field that is being used in a calculation. In order to get the calculation right, the numeric value entered must not contain a comma. Therefore, I want the user to enter 11000 rather than 11,000. Therefore, I put the following validate script…

Hi, I searched a lead and selected one from the result. Lead screen appears and then clicked 'Change' to edit and saved successfully. Upon clicking 'Continue' button the page shows an error as follows. The url is http://{server name}/CRM/CustomPages…

When working with a Lead record and matching a company to the Lead via the Add or Find this Company button. The system is supposed to open a pop up that displays a list of potential company matches, which you can select from, and everything happens within…

I am trying to automatically change the stage of a lead based off the last time the lead was communicated with. I have tested this WHERE clause in SQL directly and it works, but for some reason it wont fire in CRM. Any ideas? Lead_Status='In Progress…

Hi, I'm looking to be able to file emails using the CRM Outlook Plugin against Leads, I understand that there has been a workaround available in previous versions - See Link: https://community.sagecrm.com/user_community/b/sage_crm_news/archive/2010…

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…

Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead? In an effort to maximize our marketing efforts, what would be the best or recommended…

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…

Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…

I wrote a SQL query to evenly distribute leads to the user. The query runs perfectly on SQL Server, but not Sage CRM 7.1SP2. Any feedback is welcome! Thanks! The query is below. Here is what I did ,and got the SQL errors. The expected result is when…

Hi All, I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page? I would like to use this value to alert users of specific information. Thanks! Mike

By default the business number and email address will copy to the business phone number and person business email field when a lead converts. I am sure this is handled with translations, but I cannot find annything about it. If I had mobile on the lead…

Greetings, I see in the lead fields that there is a column lead_personfullname. I would like to use this for the lead find and MyCRM -> lead screens. However I do not see this field as an option to choose and add to the screens. I thought I might combine…

Hello, We have a requirement that the salespeople no longer have leads show up on the find screen after they have been converted to an opportunity. My thought was to create a script perhaps on the opp screen create script to set the lead_deleted field…

Hi All, I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through…

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…

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

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