• [DBNETLIB][ConnectionWrite (send()).]General network error. Check your network documentation sage crm

    Dec 2 2016 17:52:20.687 11484 9928 1 execsql,time,sql,errormsg 21281 --CaseSearchBox FormValues: case_referenceid= | case_firstname= | case_lastname= | case_companyname= | case_type= | case_phonenumber= | case_serviceorg= | case_emailaddress= | case_source…
  • Tasks List in the Calendar

    Has anyone run into the following ? Tasks to View has 4 options: 1) All 2) Today 3) Calendar Days 4) Next 7 Days What happens or should happen for option 3 - Calendar Days ?
  • Run Stored procedure workflow action and WorkflowActions execution order

    Hi all, I have a Case. I have a Service and a case record has a link to a Service record through the field case_servicesid name Linked Service. Quite simple to understand but a little bit tricky to implement when dealing with inter-entity workflows…
  • Managing Entity Progress easily with .NET SDK ???

    Hi all, I have three different workflow for three different entities : Opportunity, Contracts & Services (where Services depends on Contracts) I need to implement relationships and automatisms between those elements as they are part of the same Global…
  • Set the value of a SSA field by using a different SSA field

    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…
  • Is it possible to have two different case screens depending on the workflow chosen ?

    Hi all, I would like to know if it is possible already (easily), or if it should be raised as a new feature request for the product : Let's suppose I have two different Case worfklow, one for Installation, Onboarding and Helpdesk Management, and another…
  • Oppo_Description not populated in OpportunityProgress table ?

    Hi, I'm considering for one of my implementation a workflow rule named "Reopen opportunity" that will be only available when Opportunity is "Closed" AND "Won". The idea behind that is quite simple to understand if you consider each client as contract…
  • Remove 'Lead Progress' Panel

    Hi, I am trying to remove the 'Lead Progress' Panel from our Leads Entity on Sage CRM 7.1. The 'Lead Progress' Panel came as part of the default installation but I cannot find how the screen is calling this page. I have managed to remove the fields…
  • Assigned To users missing from list

    A client called in with an issue today saying that at lunch a number of their users were no long available as an option in 'Assign to'. This appears to be happening in every entity. Further more, now at the bottom of the list is the option 'The list is…
  • Opportunity workflow failure

    I have recently created a workflow for our company's opportunity section and can't work out what I've done wrong. I have put together a working string, but teh option for budget proposal submitted seems to supercede the option for "Quote Submitted"…
  • Notifiy interval less than 5 minutes : possible or not possible ?

    Hi, After a few tries and a call to my local support, it appears that I can't set the Notify interval to a value less than 300 sec (5 minutes). I am using Escalation service and I want some notifications to be sent 2 minutes max after the trigger…
  • Escalation records not created from Self Service causing escalation rules notifications not being sent !

    Hi, we have setup a Self Service. any case created from there is created in the CRM, and the Case is linked with the Case Workflow. But I can find two issues : 1) the tracking tab does not show the Creation line (there is no CaseProgress record…
  • Fill in-call marketing fields with data from an entity

    Hi everyone! I need an answer for the next question. We've made a marketing campaign that works with Person entity. In the first screen everything is OK, but in the second one we need to fill some answers with data from the selected person. For example…
  • Creating E-Mail Notification on Account Level - Newly Added Account Field not available to select in Filter Area

    I am trying to set up an e-mail notification at the account level to send and e-mail notice to the Account Manager, for each Tier 1 Account (new Account level field that I have added) if the account manager has not had a Meeting with that account within…
  • Detecting Phone Number fields on Sage CRM pages

    Hi, Is there any way I can detect the phone number type of fields on Sage CRM lists and screens? Basically I want to convert the phone numbers to hyper link.
  • SSA Grid Size does not appear to be working

    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…
  • Self Service : setting and managing password rules for selfservice users ???

    Hi,, 1) I'd like to know how and where I could manage password rules apart from setting manually a password in clear the same way that I can do it for CRM regular users. 2) I also want to know if it is possible to have those selfservice users passwords…
  • SSA Restrictor not working in 7.1k

    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…
  • Merging two components

    Hi I want to merge two components into a new single component. Can I automate the merging process any way? Or would this purely be a manual job. Merging the component script to a single file and merging the folder items to a single component folders…
  • Crystal report viewer V13 Show blank page

    Hi every one i would like to ask all of you something about crystal report verwer v13 when i view in customer page why it show blank page ? who can tell me what happen ? and how to solve for this issue ? and than it show blank like this. …
  • Amending the Forecast screen

    Hi all, I have a client who wants to be able to pull through a particular opportunity from the Forecast screen... which is standard functionality. However, in addition to this pop up opportunity screen, they would like to be able to pull through some…
  • Self Service : is it compatible with any browser ?

    Hi, We are using Sage CRM i7.5 (which is the French 7.1.h) and are facing a compatibility issue with Internet Explorer METRO mode. It seems that Internet Explorer in METRO mode is not yet supported: File : MC_Global.js (line 261): //CC75 Pas…
  • How to enable view for Web Service (7.1)

    Hi, When I tried to execute web service XML for a custom view, the fiddler returned "Request Failed. Entity '<ViewName>' is not Web Service enabled." How can I enable custom view for web service?
  • Using T-SQL functions in <fieldlist> element of web service XML

    Hi How can I use the T-SQL function for example ISNULL() in a <fieldlist> tag of a web service XML (using Sage CRM 7.1)? When I execute the following request in a fiddler: <?xml version="1.0" encoding="UTF-8"?> <soap:Envelope xmlns:soap=" ">schemas…
  • Feedback about html vs Word for templates

    I would just like to register my frustration at having to use html for templates rather than Word. I understand that Sage went with the html option for version 7.1 because they 'didn't want to be dependent upon other software' for the delivery of their…