• Widget Filter Wont Reset

    A customer has pointed out to me that when they apply a 'Filter By' for an dashboard widget the search will not reset to 'none' it stays on the first search. Any ideas why that would be and how to fix? Thanks, Anthony
  • How can I add a New Wave AND/OR Wave Activity to existing Campaign?

    Running Sage 7.2.b, can't seem to figure out how to add a new Wave or Wave Activity to an existing Campaign. For example, we use Waves to designate our marketing campaigns, so a new "Wave" (to us) could be each time a marketing email blast is deployed…
  • Inactive Timeout Time Not Keeping Time

    I've got my User Inactivity set to 180 and I've had users (and myself) find that only after 30 minutes of inactivity we've been logged out. What is the cause of the discrepancy? We didn't have issues with the logout timer until after we upgraded to 7…
  • Error when installing CRM 7.2b standalone with SQL Server 2012 R2

    None of the create database or update scripts run (if I try to apply CRM 7.2d or e patches). They stop with an error, can anyone help please?
  • Displaying count of attachments on a summary screen?

    Hi, we are currently working on configuring cases and would like to display on the summary screen of a case the count of the uploaded attachments it has. Is there a simple way of doing this? Thanks,
  • Main Menu Item - Gadget error 7.2b

    We recently moved from Server 2008 to Server 2012 (now running Sage CRM 7.2b. When I create a new Gadget using the Main Menu Item I get the following error: An error occurred when attempting to load CRM Actions. Please contact your System Administrator…
  • Sync Engine error

    I am baffled as to why I am getting a sync engine error while trying to sync mailboxes. During the Exchange server configuration everything is green. But when I try to sync the mailboxes, I receive a sync engine error. Not real sure why that may be…
  • Sage CRM 7.3 trial / demo online?

    Hello, Is it possible to get Sage CRM 7.3 trial online? - in a similar way i can get Sage CRM R2? If not, how can I get it - do i have to place an order for Sage CRM 7.3 installation disc? Any comments or suggestions are welcome. Thank you.
  • Creating a County Field but Address Maintained in MAS 100 ERP

    We have salespeople that shift companies and counties quite often, so I thought it would be nice for folks to be able to reassign a company's territory (or several at a time) by creating a group with county search and then mass updating them all. This…
  • Changing Contact Phone Information (Field modification)?

    On a contact page there's a list of fields for phone numbers: Business Fax Home Mobile Pager How can I access this entity to change a field name? I want to change the label "Business" to "Direct" because the business phone number is with the company…
  • Quick Order Entry Externally

    Hello All, I have a SageCRM 7.2b system that is setup to be accessed from the outside. Everything works including the dashboards except for quick order entry. I am getting the following error. The IT dept has opened port's 10009 and 80. Any suggestions…
  • SQL for checking Date

    I'm trying to create an escalation that checks on a date and returns if it's after three days not including Weekends. In the escalation for my trigger SQL I have oppo_type = 'projectprebid' AND oppo_deleted IS NULL AND oppo_biddate IS NOT NULL AND oppo_status…
  • New Person Pop-up Validation Error

    CRM 7.2b When I create an appointment and need to add a person, there's a nice little "New Person" button so I click it and a pop-up screen asks for a name, so I type one in and click save. I get a red bar that says "Validation Errors - Please correct…
  • The DropTable() method is not working as expected (7.2)

    Hi, Why the DropTable() method is not working as expected? The below script is not dropping the table. TestUninstall.es file's content: //Script file generated by Sage CRM 7.2.b on 10/2/2014 12:16:52 PM /* Tables that have been added or updated…
  • Scripting the uninstall/removal of a component

    Hi, I planned to script the removal of the component. I think I could script my manual component removal actions to another component '<Component>-Uninstaller' and can distribute to the clients. I started removing the translations by examining the…
  • ODBC connection generates incorrect data types

    Hello, When creating new database connection in Sage CRM i am using ODBC database driver which uses Microsoft Visual FoxPro Driver. This ODBC connection is then used for linking to a table from Visual FoxPro database. Sage CRM then generates a view…
  • URL "Key" references in Email sending page

    Hi, When you click on an email address in a header section you ll be then redirected to Email-sending page which contains the following part in the url: &Key-1=58&Key0=86&Key1=614&Key2=1682&Key7=100&Key58=543&Key86=400 I am trying to replace all…
  • URL "key" references.

    Hello, When viewing opportunity summary page the following link is produced: http://pc-testing/CRM-TechDemo/eware.dll/Do?SID=76870168542691&Act=162&Mode=40&CLk=T&Key0=86&Key1=47&Key2=61&Key4=1&Key7=470&Key58=785&Key86=792 What entity/table is…
  • page not showing within iframe in sage crm 7.2b

    Hi All. I have developed .Net website and I want it to open inside sage crm when i click on dedicated menu button in administration. In version 7.1 and 7.2a its working perfect, But when I upgraded to 7.2b, the website taking complete window and cannot…
  • Sdata / JSON doesnt work locally only externally.

    Hello, I have a small JSON script which retrieves a list of records. This script works perfectly when CRM is accessed externally but doesnt work at all when CRM is accessed internally. By internally, i mean accessing CRM locally on a machine (PC or…
  • Sage CRM 7.2 - Displaying searched company record without go back to Find screen

    Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…
  • Updated CRM (6.2 -> 7.2) Email Removes Some Formatting

    We recently upgraded from 6.2.i to 7.2.b. When we were using 6.2 and someone filled out text in the oppo_note field (Opportunity details box) and added spaces and carriage returns it would carry the formatting over in the email it sends to all the persons…
  • SData List Gadget

    Is it possible to permanently reorder the columms of the sData Gedgets in Interactive Dashboard? Every logon, the alphabetical order is back. Regards Oliver
  • Error During Data Upload - "CRM is unable to proceed with this data upload as the Tomcat Server appears to be stopped"

    Hello, When attempting to import an excel file of contacts an error is received. I confirmed that Interactive Dashboard is running fine. Also tested spell checker in new e-mail and that loads fine. However, running a report and trying to export…
  • Completing Tasks for All Involved

    CRM 7.2b I have a user that is being monitored through the tasks that he is working on by multiple people. When this user creates a task, he includes at least 3 other people so when they go to My CRM they can see this upcoming task. When he completes…