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…
I have seen these asked before, but i have yet to see a solution.
I have created a template dashboard with a list gadget. I resize the columns to the way i want them. As soon as i go out and back in they are all messed up again. I have even tries to…
In my list contents are truncated.
The list is based on a view. In the view the data (SQL Management Studio) is displayed completely.
What can I do so that the entries are not truncated?
Thanks in advance for your feedback.
Many greetings from…
Help please!
I have an Amount field on a list page. The underlying data in the table which produces the list indicates the value goes out two decimal places. (Ex. 18,947.67)
However, on the list it is displayed as $18,948.
On an entry screen, when…
Hello All,
I'm having this issue when running the endpoint " http:// {{server}} /sdata/ {{install}} j/sagecrm2/-/Company" with no variables or with "startindex=1&count=10".
For the first page I'm getting the id's (424,425,426,427,831,832,833,834,835…
This article has been prompted by a question about what API options exist to allow customization to include an editable CheckBox within a Grid or List. There are a few places in Sage CRM where lists are displayed with an editable CheckBox.
One location…
Below is a small snippet of code that shows how Lists can be enumerated within code.
I needed to carry out a task that would cycle through the fields of a List block allowing me to set some properties.
The code assumes the following usings
using…
A business had a requirement to easily see what products have been ordered by their customers.
Below shows the products that have been purchased by a company.
This was created using the List and Runblock technique discussed in the article and video…
In this article I would like to consider the customization of the both the FilterBox (aka FilterScreen) and the List (aka ResultsGrid) used in a ListPage class.
I have written about the use of the ListPage class previously.
Creating a ListPage that…
Below is some example code that shows how to create a compound page that displays an EntryGroup and List using the Web Class.
using Sage.CRM.Controls;
using Sage.CRM.Data;
using Sage.CRM.UI;
using Sage.CRM.Utils;
using Sage.CRM.WebObject;
namespace…
Below is some example code that shows how to create a simple list with the Web class for multiple contexts.
Company
Person
My CRM (Selected User)
Team
using Sage.CRM.Controls;
using Sage.CRM.WebObject;
namespace SA_Basic_1
{
class…
Below is some example code that shows how to create a simple list using the Web class.
using Sage.CRM.Controls;
using Sage.CRM.Utils;
using Sage.CRM.WebObject;
namespace SA_Basic_1
{
class CompanyOppos : Web
{
public override void BuildContents…
How do you add a new filter box to the People tab on the Company Entity.
I need to able to filter only "Active" People at a Company.
(Very similar to what you can already do with the CASE table under Company).
Thanks
I have created a custom Entity for a client to allow them to capture Associate resource details against Opportunities.
I have a list which allows multiple Associates to be recorded. The client would like the total cost for all entries to be calculated…
My Question is as follows: I want to efficiently manage my CRM contacts for MailChimp marketing campigns through groups. How do I do it best?
Background: I have roughly under 2000 total sage subscribers. I am trying to import all contacts to ONE single…
If a company's contact sends an email to the Sage CRM configured email id, is it possible to log that email in the communication list of that company?
can anyone help me with this?
is it possible through any settings or does it require coding?
Hi, New here -
I'm using demo of Sage CRM Cloud and am trying to get two fields to add together.
From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields.
My code is here (inserted in both…
Hi,
I have a Quotation line list with 5 Fields(QuotationID,Product,Decs,Discount and Updated date) i would like to add a hyper link in Quotation ID field (like Quotation/QuotationEnterpriseSummary.asp?Quot_id=#) how to do it? in list
Thanks.
By…
Hey guys,
I have a client where we created a Practice Entity and a Staff Entity. There are multiple Staff records associated to a Practice. So I wrote a view that shows the relationship and I use that view for the Practice Search Screen. The client…
A client called in with an issue today saying that at lunch a number of their users were no long available as an option in 'Assign to'. This appears to be happening in every entity. Further more, now at the bottom of the list is the option 'The list is…
Help! Hoping someone can help me with this. I have a list from a custom entity that is attached to the company table. I want to be able to export this list to an Excel file. I saw some posts on how to do this for a custom entity that seem to indicate…
