Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes.
I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
In order to work around an issue with Dashboards I am building a simple ASP page which displays two lists side by side. One list displays all outstanding communications for the user, the other displays all outstanding communications for the Team the user…
Hi all.
I am trying to add the Web Picker Opportunity to this screen.My page returns Object Reference not set to an instance of an object. The one in bold returns the error :
public override void BuildContents() { AddInfo($"My Company ID id : {_sCompanyId…
So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select *
when i really only need a few fields.
I want to use FindRecord…
Hey everyone,
We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is.
Now I'm wondering if there is a way to change the background color of a field or line based on…
Hi all,
on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row.
Please teach me how to add hyperlink…
Hi All,
I make the tax and discount percentage and value field available on display on Quote free text item, but it seems I can only enter value on the fields, and it did not auto calculate the tax or discount value. How do I set these value to be calculated…
Securing web applications can be tricky. One surefire way securing the system is to lock it in a box, where no-one can switch it on, much less enter data into it. Unfortunately, this is not the making of a useful CRM system. In Sage CRM there is a feature…
This round up article is a result of my process of putting together an answer to a colleague. My colleague had asked me a question about how customizations of the TopContent may be impacted by an upgrade of Sage CRM. In this post I have collected together…
This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity.
The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization…
Hi Guys
Im currently struggling to retrieve the Value of a Search Select Advanced field on a Custom ASP Page.
I have tried the following methods to obtain the value with no success:
Values("Corp_AccountId")
Entry = EntryGroup.GetEntry("Corp_CompanyId…
