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  • Creating Group With Checkbox Field In Search Criteria

    Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…

  • Setting Fields Based on Checkbox Click

    Hello everyone, I'm trying to populate 3 UDFs based off a button click to approve a Receipt of Goods. Here is the UI script I have linked to the button 'Triggered to write the date/time/name to receiver UDFs approved=PO_ReceiptOfGoodsHeader_bus_UDF_RECEIVER_APPROVED…

  • Checkbox being re-checked after exiting lines/grid block

    On the purchase orders screen, I have created a new checkbox field. When I create a new order record, if I type in the order lines block first and then after I try to uncheck the checkbox, the checkbox gets checked again the first time. If I uncheck…

  • Collecting Information from Checkboxes in TableLevel Scripts

    A customer had a requirement to add a series of check boxes to the Lead screen. The check boxes would allow the user to quickly classify and collect the different interests of a prospect as it the new Lead was entered into the system. Once the lead was…

  • Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier)

    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…

  • Custom screen building

    I've got a screen similar to the below shot: The main thing I'm trying to sort out is the form post and target action. I know I don't have it right yet. The code is attached for the ASP and the SQL view that drives the page. When I tick the…

  • Highlight rows with checked checkbox (gif)

    Hello, I need some help with highlighting a row.. First I added the column mkat_Status to the List PersonmktattributeGrid , then I filtered it by mkat_Status and changed the background color with the following script: <script> crm.ready(function…

  • Question about Setting as default person for Company (Should be Easy to Answer)

    Hi! There is a new person in the role we need to contact for a company. The current that is set as main contact has not left, just moved to a different role. When I uncheck the Set as default person for Company for the old contact, on the new…

  • Custom Reporting - Custom View Help

    I'm looking to create a report that takes opportunities that have a due date (oppo_proposaldue) today, tomorrow, and the day after and groups them by those three categories. I'm getting close to what is required want with this SQL: SELECT oppo_quoteid…

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