• Create Script If Blank Then Else Default Value

    I am trying to write a script in Opportunity that says if the pers_markets field is blank then use the comp_markets, otherwise use pers_markets, but i cant seem to get it to work. What am i missing? var CompMarkets = CRM.GetContextInfo("Company","comp_markets…
  • Using an IF statement with a multi-select field in an OnChange Script

    Hi Everybody, I hope someone can help me understand how to use an IF statement with a Multi-Select field in an OnChange script. This basic IF statement can determine whether Blue has been selected in a Text or Selection field. if (oppo_color.value…
  • Custom Content script to set something Read Only

    Hello Community, we are currently on version 2017 r3 and running into a little problem. On edit I would like FieldA to be set to ReadOnly when I toggle FieldB's checkbox in real time and not after save. I've tried the below example and had no luck,…
  • Adding an Attachment to Appointments

    I've seen various requests for the ability to add attachments to Appointments in CRM, most of which have gone unanswered or left on peoples' wish lists. We had a similar requirement from our users to be able to do the same thing. I was on the point…
  • Email Button within Workflow

    Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)
  • (SOLVED) Hide the Communications tab from some user for a particular companies only

    Hi all, I would like to hide the Communications tab for a couple of companies - The tab should be visible to certain users only I tried a script based on this post: http://www.immenseserve.com/2014/11/01/tab-visibility-control-using-client-side…
  • Changing a Multi Select Display Height at Run-time

    Hi All, Is it possible to change the display height of a Multi-Select field at run-time. Reason: We have a Multi-Select with a default display height of 40, this same multi-select is required on our Search screen. Having a multi-Select that's 40 rows…
  • support.js - Emails fail to save if other emails attached

    I was just wondering if anyone had any suggestions for an error I am experiencing with the support.js script for the EmailManager service. We are running Sage 200 CRM 7.1.g When we receive emails with attachments such as images/pdf/word docs etc it…
  • Sage CRM 7.2: Set DefaultValue not update at the first time

    Hi, I'm doing calculation to find remaining day of the membership. Everything looks find except when I set 'DefaultValue', it was not updated at the first time. For instance, today date = 21 Feb and membership expiry date = 28 Feb so Days remaining…
  • Import data to custom entity from an XML file

    Hi, I am using Sage CRM v7.2. I have to import data from an XML file to my custom entity. I noticed that Sage CRM doesnt support importing for custom entities. Is importing data in SQL server directly to my "Custom entity " table the most effective…
  • How to make read only field that retrieve value from AJAX script

    Dear, All https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/04/21/using-ajax-to-accessing-server-side-objects-client-side.aspx From above link related with ajax code I have some question. How to make read only field…
  • Hide fields based off selected from a dropdown. Cases

    Hi I have the need to hide a number of fields based off what is selected from a drop down list on a field in the same screen. i've used a bit of Java that works in the Onchange script: if(Values('case_productarea')=='QC29') { hidden = true;…
  • CRM7.1 sp2 - How to change a displayed value when the page loads (modify the html code) ?

    Hello, How can I change a value directly in the SolutionsDetailsBox when the page loads? I just want to change the displayed value of the field (I mean simply modify the html code of the page), not the real value of the field in the database. I think…
  • How to add a field "Number of views" for a Solution

    Hello, I would like to add a field "Views" or "Number of views" on each Solution. This field must be incremented each time someone sees the solution. In order to see the most viewed solutions, the most popular. How can I increment it? Can a script be…
  • Current CRM User and external webpage

    I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM. Is it possible for me to extract what the login is of the current…
  • 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 ???
  • 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
  • Scripting customisations

    Hi We have made a number of customisations to a Test CRM system (adding some entities, fields, tabs, screens etc). We now wish to apply these customisations to the live system. Is there any way of doing this without having to go through and manually…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • HTML rendering in support.js file email.body in case_details field in Cases

    Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there…
  • How to set SSA field value in entry screen page?

    Hello. I have an entry screen which is used in many places. The SSA field data inside the screen will also flexible to the place. e.g: Payment entry page. It can be open by click "New" button in MainMenu. The page will keep all field blank. One more…
  • Script for bringing Communications from Leads to Companies

    Is there a known script that could be used to transfer Communications or Notes from a Lead to a Company when the lead gets "Added or Found" to a company? Currently, if you communicate with a lead, or add notes to a lead, once that is either matched to…