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  • user in company team cannot view the company

    Hi all, I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user. However, Siang still not able to find/access this company or view the lead related to this company even though the…

  • Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

  • error filtering title eq 'newsletter'

    I'm having trouble filtering leads using the `$title` field. When I use the following query: https://{{server}}/sdata/{{install}}j/sagecrm2/-/Lead?startindex=1&count=10&where=$title eq 'newsletter' It shows all the leads instead of filtering. Then I…

  • How to disable Convert to Opportunity until a certain state?

    Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

  • Transfer tracking notes from lead to opportunity

    Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…

  • Hide New Company / Person Buttons

    Hello, Is there any way on CRM to hide the 'New Company' and 'New Person' buttons on the right side of entering a new Lead? Highlighted in the image below:

  • Editing Opportunity Status

    Hi all, I'm looking for some advice regarding amending stages and statuses for opportunities and leads. When a sales rep clicks on 'Change' on the summary screen of an opportuntiy, the only section that is editable is the Details section as in the…

  • vCommunication - Show unique/distinct Comm_CommunicationID

    Hi all, Apologies if this has been asked before. I could not find it, if it exists. In a lead, under communications, if a user has filled in a recepient, a CC and a BCC, there will be 3 records in the CommunicationLeadList Is there a way to only…

  • Validate script -- stopped working??

    I have a field that is being used in a calculation. In order to get the calculation right, the numeric value entered must not contain a comma. Therefore, I want the user to enter 11000 rather than 11,000. Therefore, I put the following validate script…

  • Error when click on continue button in Lead screen.

    Hi, I searched a lead and selected one from the result. Lead screen appears and then clicked 'Change' to edit and saved successfully. Upon clicking 'Continue' button the page shows an error as follows. The url is http://{server name}/CRM/CustomPages…

  • What happens when a Lead is converted to an Opportunity?

    Sage CRM integrated with Sage BMS products (e.g. Sage 100cloud, Sage 300cloud) provides a way of managing interactions with prospective customers through the initial contact with a Lead, the confirmation that the company is a valid sales opportunity through…

  • Uploading Leads with Notes using Table level Scripts

    Recently, we had a requirement where a client wanted to upload Leads with Notes. The way Data upload works for leads, we cannot map any field from upload file to tables other than the lead entity. Hence, we came up with below solution. Requirements…

  • Controlling Default Values in Search Screens

    A customer had an issue. Their sales team used the Lead and Opportunity features extensively. Each day many leads were created in the system but the sales team members were getting annoyed that as they searched for the new leads through the main search…

  • Filing an Email from Outlook to lead Entity (Communication)

    Hi All, Here I am demonstrating a little workaround for filing an email from Outlook to Lead (communication) in CRM using CRM Outlook plugin with the following steps. First change the Lead Field type in the Administration --> Customisation --> Communication…

  • Sage CRM 2018 R3 Issues with Lead Add or Find this Company when Deduplication is set to Yes

    When working with a Lead record and matching a company to the Lead via the Add or Find this Company button. The system is supposed to open a pop up that displays a list of potential company matches, which you can select from, and everything happens within…

  • Lead Workflow Escalation Rule

    I am trying to automatically change the stage of a lead based off the last time the lead was communicated with. I have tested this WHERE clause in SQL directly and it works, but for some reason it wont fire in CRM. Any ideas? Lead_Status='In Progress…

  • Filing Emails to a Lead using CRM Outlook Plugin (7.2e)

    Hi, I'm looking to be able to file emails using the CRM Outlook Plugin against Leads, I understand that there has been a workaround available in previous versions - See Link: https://community.sagecrm.com/user_community/b/sage_crm_news/archive/2010…

  • Error on Report with 2 Views combined

    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…

  • Clarification on Leads versus Person entries

    Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead? In an effort to maximize our marketing efforts, what would be the best or recommended…

  • Unmatch Company/Person from a Lead

    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…

  • Creating a new button when Lead summary screen in Edit Mode

    Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…

  • Issues on Updating Lead AssignedId field on Workflow Progress screen, and run SQL query from Sage CRM properly

    I wrote a SQL query to evenly distribute leads to the user. The query runs perfectly on SQL Server, but not Sage CRM 7.1SP2. Any feedback is welcome! Thanks! The query is below. Here is what I did ,and got the SQL errors. The expected result is when…

  • Lead value on Opportunity Summary screen

    Hi All, I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page? I would like to use this value to alert users of specific information. Thanks! Mike

  • Phone numbers and email addresses from lead to company

    By default the business number and email address will copy to the business phone number and person business email field when a lead converts. I am sure this is handled with translations, but I cannot find annything about it. If I had mobile on the lead…

  • Combining First and last names in leads

    Greetings, I see in the lead fields that there is a column lead_personfullname. I would like to use this for the lead find and MyCRM -> lead screens. However I do not see this field as an option to choose and add to the screens. I thought I might combine…

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