Sage CRM

Anyone have any suggestions on how to hide the 'Maintain Relationship' button in Company Summary? This is on version 2017 I will actually need to hide it based off the users role if that's possible

I have some custom content in the company header, this was added when we had version 7.1 With version 7.3 SP3.6 the content is not refreshed when changing the company. you have to manually refresh the page. Is there a work around to automatically…

Is there any way to add fields to this company drop down list?

Hi, We're on Sage 200 CRM Version 7.3 SP3.6 What we are finding is that on a lot of companies on their Sage CRM System is that there are two (Possibly more) Billing Addresses, both ticked and with their own unique AddressID, AddressLinkID, etc…

Hi, I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…

Hi Everyone, I am trying to customize a view that can look up customer number from the entity company and match it with each person associated with that company. The fields that I would like in the view are customer number, company name, business…

When viewing a list of people from the company (i.e. Person tab), the count of the records is wrong. I can tell by looking at the screen and by reading another post that the record count is only counting records where the Person type is NULL. The type…

Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…

Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead? It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…

Hi, How can I search a record in CRM which has '%' symbol? For example, there is a Company which name is "abc%". I want to find all Companies which have '%' symbol in the name field. Regards,

Hi All, Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it? At present users use…

Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…

has anyone seen this before? There is only 1 company record, but it shows up on the company find list multiple times. It doesn't happen to all companies.

which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx

Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…

Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…

Hi, I'm currently has problem with CRM7.1SP2 integration with Accpac6.0PU1 where I can't promote new company to accpac from CRM side. Other integration function like quote screen, syncronize table, import customer, update company records are working…

I was hoping that Jeff Richards or somebody as competent as him, will be able to point me in the right direction: Client has CRM V7.1h I have spent several weeks going through the various manuals, forums and blogs but have yet to find a proper solution…

Hi Can someone please help me. I have a problem in that a person exists if I go into the company and click on the people tab, but the individual person doesn't show up when I do a search? Any ideas as to why this could be and how I can fix it, other…

Hi I am new to Sage CRM and my co-worker has recently left, leaving myself and another admin in charge of our whole system! One of our companies has disappeared. So have all the contacts which are linked to it. However when I click onto the Work…

Hi, We are on SageCRM 7.1.g Is there a way to identify which 2 companies were merged together? The source company is marked as deleted and all associated entities (Addresses, People, Opportunities etc) have been updated with the target company ID…

Hello all, I can't see the workflow button on company summary page of system, But I can see the button on custom page of company summary. How can I set it to see the workflow button on company summary page of system? Thank you.

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…

Hi all i'm using SageCRM Version 7.1.f German. i'm trying to implement a second advanced find on company (including a custom table), but i just don't get it to work. The funny thing is that it seems to work as long as there are no records returned…

Hi Guys, The view i have created for company entity is not available as 'source view' while creating a group. Now to make issue difficult to troubleshoot, i have created same view in staging system and it's available when i create a group using company…