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  • Sage CRM API Address Type

    How do you specify a type value (e.g. "Billing", Shipping" etc.) when adding an Address Entity via the Sage CRM API (webservice.add). I can't see a relevant field in the list below:- address1, address2, address3, address4, address5, addressid, addressidSpecified…
  • Redirecting a .Net page back to a system screen or to another custom page

    I have written before how to call a Sage CRM .NET assembly from the user interface. The Developer Guide and existing blog articles discuss how we can call an assembly from a tab menu, a button group, a hyperlink from a grid and how an assembly can be…
  • Creating Appointments and Tasks in the .NET API

    It is very easy to work with communications in the .NET API. Below are the basic code sample to show how to create either an appointment or a new task. Note : The CreateAppointment() and CreateTask() require you to reference both the WebObject and…
  • Date input on custom screen

    Hi, How to add a date input with a calendar button in a custom screen using .NET API for generating report? Thanks.
  • File Upload Control

    I would like to provide a screen to a customer with a file upload control on it. Does Sage CRM .net have a concept of a file upload control similar to what asp.net mvc has here: http://www.c-sharpcorner.com/UploadFile/sourabh_mishra1/fileupload-in-Asp…
  • Issue with .NET CRM List Web Class Implementation

    Hi Everyone, I'm having an issue with the .NET Web Class. I have created my page and it is doisplaying the data, but the CRM List that I have added is not displaying correctly with the pagination. I have used the following to create the instance of…
  • Creating Custom action using .net api

    I am currently faced with the task of creating an account (company record) from a person record in Sage 200 CRM 7.3. The mappings are defined in a custom entity. Coming from a mvc background, I was thinking about creating a c# class with a method in…
  • Sending an email with an attachment in asp.net

    The customer has elevator technicians out at customer premises completing PDF forms that get posted to a portal. The staff in the office needs to perform the following processes on each document. 1. Create a communications 'ticket' record that has custom…
  • Set Context in dot NET issue with CRM 7.3 SP2.1

    I was using SetContext("entity", "ent_entityID"); to set context in dot NET for Custom Entity which works spot on for Sage CRM 7.3.a but when client updated to Sage CRM 7.3 SP2.1 same thing starting to show DOTNET errors and it stop doing what it…
  • Submitting form values to an external website after record insertion.

    Hello, I seek a little advice as i am new to this (external accessing) concept. From what i understand, is that an external access to Sage CRM in a secure and the only way can be achieved by using Web Services which are using Sage API. However…
  • Redirect to .net Page after EntryForm Submit

    I have a solution where I call the standard Communication Edit screen (ACT=363) from a hyperlink on a .net Page. I need to be able to save the communication and then redirect back to the original .net page. Does anyone have any suggestion as to how…
  • Custom Entity with Child Custom Entity and Tab Issue

    I have a custom Entity - "Building" That entity has a child entity called "BuildingAddons" Child was created using the methods outlined here https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a…
  • Double display of vertical panel in a .net ListPage

    Help! I have a list page that I am creating that will operate like a "QuickLook" page. One of the panels that I put on the page was Resident Deposits. For some reason, this panel is displaying twice and I am not sure why. Hoping someone can help and…
  • .Net API

    Hi Guys Our client's requirements are to create a file upload screen where they upload Excel files to & some processing is done on the data. I simple interface with a file upload & a submit button. Below is the code. public override void BuildContents…
  • How to reference an extern dll to a Sage CRM project ?

    Hi, It's possible to use an extern dll referenced on a Sage CRM project (Basic Template or Entity Template) ? When I reference my own dll and I use It, I've this message error : An error has occurred in a CRM .net customisation. Please contact…
  • Create List with Filter based on a custom View

    Hello, My goal is to display a simple list with a filter inside a corporate rider, which is based on a View (Secondary entity) and linked via a custom key to a company's (comp_customkey / sec_customkey). My first attempt, I started a class of type List…
  • Create Custom List in .Net

    Hello, is there any possibility for creating a list from scratch within a .Net dll? So that it is not necessary that it is already created in the backend? In my example I want to reference on a dynamical select statement which is neither created as…
  • Problems running code into .Net while working ok on visual basic programs

    Dear All, We are used to run following commands on visual basic, without any incidence: Normal 0 21 false false false CA X-NONE X-NONE MicrosoftInternetExplorer4 …