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  • CRM 2022 R1 Advanced FInd - Not Showing Preview SQL Button

    Good morning all, We are operating off Sage CRM 2022 R1 and the guide from https://help.sagecrm.com/on_premise/en/2022R1/Main%20Menu/Content/User/FI_UsingAdvancedFind.htm?Highlight=Advanced%20Find shows a Preview SQL button in Advanced Find but this…

  • Advanced Find Field Name Dropdown Organisation

    Development request: Please could the Field Name dropdown menu in Advanced Find be organised better. For example the field names within the entity sections be alphabetical. It's slow and inefficient when trying to put together an Advanced Find and…

  • Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM

    The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption that you have created an entity called Project. Once…

  • Controlling the Data Passed to Custom Gadgets in the Interactive Dashboard

    This is the second in a series of articles discussing the creation of Custom Gadgets that can be added to the Interactive Dashboard in Sage CRM. In the article " An Example Custom Gadget for the Interactive Dashboard " I mentioned that data is passed…

  • Using an Advanced Find as a Data source for a List Gadget

    Imagine you are a user with no administration rights. Just like 'Peter Johnson' in the demo database. In the demo system this user has the right to see cases, so he can search for them. BUT he can't change the system in any way. Now imagine he needs to…

  • A little issue with a field

    Good afternoon, I'm asking here again because I have a little problem. I will try to explain it in the best way. I've done some custom content scripts ("Script de contenido personalizado"): var o = $('input[name="_HIDDENcon_terminal"]').val(); Terminal…

  • Show logged on user name on each screen of crm

    Anybody can tell me how to show logged on user name on every screen of crm..? any suggestion? Thanks in advance...

  • SOLVED - How do you search for NULL values using Advanced Find

    We have a requirment to setup advanced search on a text find with a NULL value Sage CRM 7.1 does not apear to search for NULL

  • Advanced Find - Second Search on Company - Access Violation if records returned

    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…

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