In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database.
The external table in my system is called 'Contacts'
To allow the table to…
Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry screen just by typing in a few letters into searchbox…
Many teams need to link selection lists so that the contents of one selection list determine the contents of another. For example Support teams love the ability when creating a case, to fill in a value for a type of support issue, and then narrow down…
I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced).
The sorting is always on the view field for the SSA field in alphabetical order. You cannot change that. But you can change…
SSA fields searching on the Company entity display the company telephone number as well as the company name. How is this done, and can I display additional data on SSA fields searching on a custom entity?
Hello,
I'm trying to insert an Advance Search field in a Quote items window (QuoteFreeTextItemSummanry), but when click on it, there isn't any action. Also, if I going to add same field on Quote Summary window, it works fine.
Maybe is not possible…
It seems that none of my Advanced Search Select custom fields will show up in the Company Mass Update feature on the advanced finder. Is this a known restriction that isn't documented?
I've added a field in the quoteitems table called quit_oppolink. It is setup as an Search Select Advanced field. I have tried with the default set to the current Company and leaving it blank to get them all to list. No matter how I set it up, the list…
I have a Secondary Entity that is linked to the Opportunity Primary Entity via an Advanced Search Select field. When reporting on the Secondary Entity the data that is pulled into linked field is text, but what I actually need is the Opportunity ID. How…
Can anyone point me in the right direction on how I can set up the onchange script in the first field of the Free Text window in Orders and Quotes to extract the values from another opportunity and fill them into the Free Text fields?
I've added a Advanced…
Hi,
I've create a custom Entity and added an "advanced search select" field, i have set the search entity to be "Company" and the view field "Company Name".
I have then added this field to a screen, it all works ok until i select a company.......…
Hi Guys
Im currently struggling to retrieve the Value of a Search Select Advanced field on a Custom ASP Page.
I have tried the following methods to obtain the value with no success:
Values("Corp_AccountId")
Entry = EntryGroup.GetEntry("Corp_CompanyId…
