• Help with email Templates from outside of Sage crm. crm email editor changing the template.

    My company uses Bee pro email template maker. when I export (copy) the code from Bee and add it as code to the new template, the CRM editor butchers the template. Color of font can be wrong as well as placement of pictures and other content. certain items…
  • CreateScript to update a field value before load

    I've written a CreateScript that interrogates a value in a date field on the page to see if it is less than the current system date. If it is, the value of another field from the same page is updated in the database. This is working fine but I want to…
  • Workflow action customization

    Hi, i wanted to change the position of workflow action 'current state' from the right side to the top of the screen (in the opportunity screen) as per my client's requirement. Attached the image.
  • Can we use ftps directory instead of Physical root directory for Document Sync Server

    We are using multi-server environments with Sage CRM 7.1 version and separate document server. Planned to re-platforming environment and upgrade latest version. due to security restrictions we cant use document server within security zone. Currently referring…
  • How to hide standard field on grid view

    Hello Everyone I need some help , so I need to hide field project name & status on communication grid view but I cannot 2 fields in Communication List , please refer to the pic.. Sage CRM version 7.1 SP2 Thanks.
  • Opportunity screen search

    We have a search screen that searches opportunities and lists them based on matches from the search. We have phone1 and phone2 in the opportunity table. We have search boxes in this screen that can search for phone1 and a search box for phone 2 separately…
  • Having Add file button / feature ( same as its on Shared Document tab ) on Custom Entity

    Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…
  • Sage CRM 7.1 Account manager sorting issue

    The CRM feld account manager is sorting by what looks to be a user ID number instead of alphabetical. The strange thing about the sorting problem is only certain environments or users can see it that way. Here are some specific details to environments…
  • Deleting emails from outlook once they have been filed in CRM

  • Gender & Salutations Script

    Morning. In regards to Gender & Salutations, I'm looking to create a script in which, for example, if "Male" is selected then it only shows "Mr, Sir, etc". Would anyone know where to start with this? Thanks in advance.
  • Selfservice: Anonymous Users

    Hi The need has arisen for us to have a sales contract which prospective customers can fill in. The data will then be saved to a custom table in CRM (Prospects). We aim to use CRMSS as the host for this contract. Initially these customers will…
  • Linking to Custom Entity

    Hi All, I'm testing a custom entity at the moment - similar to one of Jeff's suggestions here ( https://community.sagecrm.com/user_community/f/84/p/8277/22730.aspx#22730 ) Say for example: I have the "Company" entity and I have my custom entity…
  • Enter Quote, and Get Logged Off CRM (MAS integration)

    Hi, Our setup: MAS server - Sage ERP MAS 200 (Version 4.50.4.0) CRM Server - Version 7.1.d.4 S Both systems are domain joined. When users try to create a quote via right click New --> quote, they are immediately logged out of CRM. A popup…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • Self Service Delete Button

    Does anyone know how to enable the Delete Button in Self Service. I tried doing DisplayButton(Button_Delete) = true; but that doesn't seem to work. I also tried creating my own delete button like this... censusListBlock.AddButton(BuildButton("delete…
  • Search Select Advanced - BigInt Problem

    Good day I would like to know if it is possible to have a search select advanced with a bigint as id field. The unique id I get back from the view is ie. 1000000045. After I changed the reference field in the database to be a bigint, I could save…
  • Merge Company - source company info

    Hello folks - Thank you very much for the help you have already given. I have another issue and its kind of important. When we need to do a company merge, and we search for the second company, only a VERY small amount of info is shown about that…
  • Link Issues from Company Tab - Tablet and iPhone

    I've got an issue on my client's Tablet component where it constantly loops any attempt to drill down into any entity tied to a Company (Person, Communication, etc). Users can navigate to the Company through Find > Company, and display the Company Summary…
  • HTML rendering in support.js file email.body in case_details field in Cases

    Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there…
  • Sage CRM + E Signatures

    I am working with someone who would like to integrate Sage CRM with an eSignature tool. They are reviewing Docusign and Echosign. Does anyone have any guidance on either one of these solutions? It appears they both have developer resources and an API…
  • Unexpected Event when running new escalation rule

    Hello, have created a new escalation rule to update a field when a communication record gets within 30 minutes of it's scheduled date/time. But it's not updating the field, and checking the system log I found the following:- "Apr 25 2013 17:04:51…
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…
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  • SQL Error 2627 and 3621 on Address, Address_Link, Phone and Phone_Link tables

    Hello, I apologize in advance for the long post. I'm setting up SageCRM and integrating it with MAS 200. I'm getting SQL errors 2627 and 3621 when trying to create a new person. I'm running SageCRM version 7.1.d.4 S and MAS 200 4.50.6. I ran the Relationship…
  • where can I get the CTI plug-in file?

    Hi Team, We have CTI function in Sage CRM. However, we don't know how to make it. We have a cisco telephone, it's a real phone, not a soft phone on computer. How can we dial up in CRM and use the cisco phone to talk.