Sage CRM

One of our client is having problem filing an email with emoji characters. I cannot see any resolution for this issue. Help needed as soon as possible.

Hi all, Was hoping you would be able to help me out here. I am trying to delete some subterritories but every time I do, I get a SQL Error 207. When I looked in the SQL log files I found the following line: Mar 15 2018 9:36:08.699 4008 3476 1 fselectsql…

Hi Friends! We are working on upgrading an existing Sage CRM 7.1 to 7.3. We performed the initial upgrade for us and now we are going through all of our customizations to verify that they work and fix as needed. We are having trouble with our Customised…

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

I'm using Sage CRM 7.3 integrated with Sage 200. I have a custom entity called branch whereby a company can have one or more branches. Just like a company can have quotes and orders created from an opportunity, so too can a branch of the company.…

Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj

Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…

Hi. Our SageCRM seems to be a little sluggish. I was wondering if anyone can tell me what type of SQL script I could run at night on the SageCRM database? I look forward to a reply. Thanks, Stephane

HI, I want to display a calculated value based on Opportunity Table columns in opportunity page.Please guide me how to do. Thanks, Raj

Hi there, I added a case counter on the Company summary screen, this case counter is then shown on my "cases" screen when a new case is created. When a case is placed in queue (In the cases workflow) - I've executed an SQL that tells the company counter…

Currently on CRM7.3 SP1.1 - I love the new Client-Side API and know how to change field and caption appearance using crm.fields() commands but now I'd like to override the normal caption of a field based on the Opportunity Team (if oppo_channelid==8 change…

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

Hello, I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow. When I'm on the inspection…

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…

Hi I am trying to create several orders and associated order items programmatically from an opportunity in Sage CRM 2017 using a workflow rule. I am aware that there is the workflow rule action Execute SQL Statement. With this workflow rule action,…

I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display…

Hello, We have SageCRM 7.3 SP3. I'm trying to use the select parameter in sdata calls to reduce the response weight, but it doesn't seem to be working. I read in one of Jeff's post that the primary key must be returned at a minimum. I've tried that…

I am having a problem with the communications not showing in parent entities. If i create a communication for the Person it shows fine in the person entity but is not showing up on the company page. The same is happening with Opportunities, communications…

Hi We have recently upgraded to 7.3 and using the 'Sage' theme but the blue font in lists and classic dashboard is not liked by users. We would like to changed to navy and have looked in the style sheet but unsure what section of the css file to amend…

I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled…

Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.

Good afternoon, I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get…

I’m trying to connect to the eware.dll to access webservices/webservice.wsdl, but get the following error when I try to connect to this as a Web Reference from within my, c#, solution: There was an error downloading 'https:// {machineAddress} /crm/eware…

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…