• 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…
  • Workflow Email to Customer for Cases

    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…
  • Duplicate case_referenceid

    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…
  • Cases : Linking Team to Assigned User

    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…
  • Duplicate Cases being displayed

    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…
  • WorkFlow not working

    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…
  • Escalation .Net

    hi please how i can solve Escalation for .Net when select it please check the attached picture
  • Sage CRM SP2 Setup ?????????

    Hi all i try to install sage crm sp2 setup from the community like the figure attached but its give me sage crmsp2 hotfix 3
  • alignment from left to right?????

    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 :/
  • Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks