Sage CRM

Hi there, I'm trying to put 'List' on screen using ASP which it's working fine. However, when I tried to navigate to next page, there's an error came up. I understand that it should have some coding need to be done to set it up (this's general list…

Hello, I am trying to create a custom screen which is then called by a block resulting in generic SQL error. When i am using the same block with on of the existing lists this works just fine. Is it possible to add custom screens to my block for…

Hello, There is a need for my requirements to access a field called "comm_type" from Communication table within a custom view. This field seems to be protected somewhere and i dont know where. How can i make this field accessible by views? Any…

Hello, I tried various hyperlink types in my list and they have all very unusual behavior when using ODBC connection. 1. Hyperlink of type "Block" = no issues when i add &Key58=123 to block name otherwise an error is produced saying : Bad Request…

I've got an SQL statement that creates an appointment when a field become populated. The good news is that it works, and the people who have an ID and will always be a part of the appointment. The other good news is that in the opportunity the oppo_salesperson…

Hello, I added a new table connection called 'Customer' from a custom database. This is automatically converted to a secondary entity in customization section. This table contains some data, fields and an ID field called 'sn_account' of type varchar…

Hi, I'm facing this error, "An unexpected event has occured : Exception : field Quot_OrderQuoteID not found." Here's step: 1. Go to Quote screen 2. select "Product Code" , "Edit Line Item" screen will appear on the bottom & then select "Delete…

in version 7.2b while trying to export the reports to excel. an error message is getting displayed. in logs I am getting the following error: "ERROR generating excel file. HTTP status:500 Message: com.sage.crm.web.exception.SageAsyncProcessException…

Hello, I increased the character length for user_title field from 50 to 100 and by doing so the system picked up the changes made and my field is now showing 100 character length. However, after metadata refresh the field is still limited to 50 characters…

Hello, I created a custom dashboard and widget which is of type list. This widget also offers users to use action button to go to summary screen of any project. However, the system automatically redirects to ProjectSummary.asp page which i am no longer…

Hi, I am looking for the report for gadget of type "task list". The reason i am looking for it is because i am trying to expand it with my custom fields. Any suggestions are welcome. Thank you.

CRM 7.2b I've got 2 escalations created. The first one checks to see if there biddate field not null (the toggle value is 0 or null), then it emails people the date and toggles the oppo_biddatecal value so it doesn't repeat. I've also added the set…

Hi, I created a user which is responsible for assigning new tasks. This user can also see all existing tasks in the system. Keep in mind that this user is not allowed to do anything else. Any suggestions are welcome. Thanks.

After upgrading to 7.2b I've had relatively painless Outlook integration issues, until I came to a computer that spit out this error when trying to install the integration. And I'm stumped. We've got Windows 7 and IE 10 updated, and it's just the…

Updated 6.2 to 7.2b In oppo_description a user used to be able to type in a description with carriage returns, like: Here's item one Here's item two and here's item three And when the email would go out, the text would show that. Instead the text…

I have a nice long statement that creates an appointment when a field is no longer null; and it was a healthy piece of code in 6.2. We've recently upgraded to 7.2b and now it seems that I'm limited to 255 characters. How do I increase the SQL statement…

Thanks, Vishal Patel [email protected] 917411667882

Outgoing e-mail attachments sent from within SageCRM are OCCASIONALLY corrupt when the recipient tries to view. It seems to be specifically with .doc & .docx (not PDF). If the same attachment is sent through Outlook (or anything but CRM), the attachment…

CRM 6.2i (soon updating to 7.2b: yay!) We have multiple people working on an opportunity at once, and it's a great time sink for them to go through hundreds if not thousands of opportunities. So why not create something that Emails them when something…

I am importing my data using sql server import and export wizard and that doesnt trigger my triggers so i am looking for a way to call my sql procedure by allowing a user to click on a button which will then call a sql proc. Any suggestions are welcome…

Hi, I have a JavaScript code on a screen in custom content area. I also have a field called serial number on that screen. When value of this field changes, it will automatically search for a record with the value provided. The problem is, it appears…

Hello, Here is my issue: we just upgrade our sage CRM from 6.1 to 7.2b. Before, during the claim process, our technical service or administrative service make a copy of the CRM case (paper print or pdf print) of what they see on screen (case details…

I am looking for the Sage CRM 7.2 Software Support Matrix for 7.2b. A Community Search only pulls up Sage CRM 7.2c. We want to connect Sage CRM to Sage 100 and only Version 7.2b is supported with Sage 100. Anyone know where the 7.2b Matrix is, or perhaps…

Deletion is not an option. There are historical communications, meetings, etc that may need to be reviewed. How can we hide the Inactive/Archive (or on or the other) from every list in the stupid system. How is this not a default behavior. I'm fully…

Is it possible to perform compound filtering statements on grid rows? I've been trying without success. I want something like... crm.grids().rows().filterWhere('field_one', "le", new Date).filterWhere("field_two", "gt", 0).highlightRow("pink"); Perhaps…