Sage CRM

Is it possible to use an on change script with a search select advanced field? When I attempt this, I loose my SSA selection list. Based on the selection in the SSA field (which is an address record), I want to populate the value of other fields on…

SSA fields searching on the Company entity display the company telephone number as well as the company name. How is this done, and can I display additional data on SSA fields searching on a custom entity?

I am working on an install that has two custom entities that are a child of the Company entity. These additional entities were created to accommodate the way they want to enter oppos and quotes. The additional entities are called Location and Job Sites…

Has anyone ever run into an issues with a SSA field will not respond? I try to hit the magnifying glass and the drop down and neither work. It seems to be happening with both custom and standard SSA's.

Hi Everyone, SageCRM_2017R1_ReleaseNotes_EN Document released has stated that 0-167952-QA - Interactive Dashboard - Search select advanced (SSA) fields were not available on gadgets based on custom entities. This issue is fixed. But, this issue…

I want to display additional address information about the selected entity on a SSA (more then one field to show). Like how it does on person and company SSA fields where it shows the phone below the person or company once you select. I have a address…

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…

Hello, I have two custom entities, Serial and Inspection. The serial entity is a serialized product, and has columns like model number, description, work order, etc. The inspection entity would be a child of the Serial (i think?). When the quality…

Hi, I'm on 7.1g and I need to reset an SSA when another is also selected I have attached a screen shot. Only 1 selection should be visible at any point. Regards, Des

Hello, I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity. Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id…

I upgraded a customer to 7.3 sp 1 and the SSA fields don't work on the Lead to Company screen. So on the lead screen when you click on Add or Find Company it pops up the company entry screen. When you click on the magnifying glass nothing happens. looking…

Hi All I just wanted to know if it is possible to set a SSA field when selecting the first SSA field in version 7.1. I have a SSA field that is linked to company, and when the user selects the field, I want it to populate a second SSA field also…

Hey guys, Under Administration - System - System Behavior there is an option called Select Search Advanced Fields Grid Size and it defaults to 50. However I've noticed in both 7.1 and 7.2 it doesn't matter what I put in that value it always selects…

Trying to setup a custom entity in 7.1k which has an SSA for Company and an SSA for Address. I setup the Address SA to use Company as the Restrictor but when I choose the company and then click on the magnifying glass for Address it does not filter by…

Hello, Is it possible to change the field that is displayed as a value for SSA field? For example my SSA field looks up a person and as a value in that field I don't want to see the name, I need to display his address. CRM currenly has functionality…

Hi, I have a requirement where one SSA field is restrict by another 2 SSA field. In my case a field "sample ssa field" should be restrict by "itemgroup ssa" field and "ACCPACItem ssa field" . The standard function of SSA field only allow it to be…

I found out that I can use custom entity as Search Entity in Search Select Advanced field from the link below but can I use View as Search Entity in Search Select Advanced field and how do I do that? https://community.sagecrm.com/partner_community/b…

I had a previous post about this and had this working but it now will not work completely even though I have not made any changes to the script. I have a table script on the comm_link table to update another field on insert and update, and everything…

I am looking to break the association on the stock 'Add Task' screen SSA fields between Company, Person, and About. Currently if you choose a company, you must choose a person from that company, and opportunity from that company also. We want to be able…