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A customer had the requirement to add a new tab option to the company tabs next to the summary tab option. The tab would contain additional fields that have been added to the company table. In addition the tab and the fields should only be available when…
You should be able to put in #case _primarypersonid# in the TO field and CRM knows to use the (business) email address of the person linked to the case.
In CRM 7.3 SP3 I have added some code to hide a few columns depending on the context and it works fine if I refresh the screen by clicking on the Cases tab or even pressing F5, however, if I set the new "Case refresh interval" value in System Behaviour…
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…
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 :)
Hi,
I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
I have enabled workflow for the case. In case entry in the status tab I will be able enter problem details field but after stage goes to logged or any other stage problem details field is not displaying.
Case Summary screen
Case change screen
Had a weird issue this morning that I can't make sense of.
There were 4 cases created from inbound emails that had duplicate case_referenceid numbers. The original 4 cases were created within a few seconds of each other, and the duplicates started 40…
Hi All,
Is it possible to create an instance of a Custom Entity using the workflow of a Main Entity?
We have a custom Project entity, and we would like to be able to create a project from a case.
In much the same was as you can create an opportunity…
Hi,
I'd like to link the Team (case_channelid) field with the value of the field Assigned To (case_assigneduserid) in my Case Status screen (CaseStatusBox).
For instance if I select User A I want to automatically modify the value of the Team field…
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…
Hello,
I have recently performed a 6.2 -> 7.0 - 7.1 Sage CRM upgrade. Since the upgrade searching 'Cases' for a specific parameter yields two duplicate records in the Case List. There is only one record in the database. Selecting and editing either…
Is there a way to set the case ref id using the eware_default_values procedure based on the case type?
we have a field case_c_type, which is pre-filled by the workflow when the case is created to either 'CSI' or 'NCN' dependng on the workflow used.…
Hi All,
I have created two custom entities called 'Employer' and 'Customer'. Find Employer/Customer and click on hyper link in the grid, it will redirect to Employer/Customer summary screen. If user directly right click on new-->Case from main menu…
Jeff please i want your help
Hi please i am face big problem i want to make the alignment from right to left please for Arabia purpose can i???
i tried to make this in IE -->encoding --->from Right to left the result in the picture
hi all i tried to change readonly or disabled field value this what i do 1- i made Remaining amount Read Only and put onchange script on paid amount when change it will subtract the payment amount - paid amount and the result put it in readonly field…
Hi all,
i have this case please help me when i change field value i want to get value from server (in onchange script of field i want to bring value from server side)
i have field called unit ,when i select unit i want to bring value of another…
Hi
i am built workflow and the write the following code in summary .net page
base .UseWorkflow = true ;
base .AddWorkflowButtons( "Lease" );
but the workflow buttons not appear and when try to see the workflowid in the custome entity table there…
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 :/
Hi,
From an opportunity workflow, we create a case. The problem is the newly created case does not have any workflow associated. How can we set a workflow to that case?
Thank you!
Jeff