Hi,
I need to export the communications from our CRM; since we have Tableau linked to Sage, I grab the data from Tableau. However, the html communications are just coming over as an html block, unless they're very short.
Can someone tell me how I…
I am writing an html email alert for Sage Alerts and Workflow v9.0 for Sage 100 and I have a table in the email alert and I want the table to be shaded for every other row. I'm using the nth-child(even) method and I can't get it to work. If someone has…
In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created.
Mail Merge for Sage CRM takes place server side.
I have discussed previously in the article …
I blogged last week about Working with Microsoft Word Templates in Sage CRM and want now to expand on that subject a little further and talk about editing Word templates in Sage CRM.
Sage CRM Administrators can edit existing Microsoft Word mail merge…
Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API).
The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy.
The HTML that makes up the…
It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design.
So if you store a string in a text field like
<a href=https://community.sagecrm.com>https://community…
I'm looking for samples and introductions on how to access or pull sdata (in particular data relating to the Opportunity entity forecast info) from a Sage CRM and display it on a html webpage. In turn this webpage will be updated as data in the CRM changes…
Hey guys,
I have a client that is using the EmailManager for processing incoming emails. One of the emails they get comes from a website where the customer enters some information in and the body of the email contains html with id tags. The customer…
I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM.
Is it possible for me to extract what the login is of the current…
I would like to remove the credit card section of the shopping cart page in the ebusiness module as we do not use it. I know that the "submit_so.htm" file is used for this particular page of the shopping cart experience.
I have edited the html code…
Hi,
I need to simulate the PROPAGATE action in a field in SAGE X3 Mobile Representation.
I was able to do it in Google Chrome debug mode, but now I want to edit it directly in the HTML file (so that it's always on, and not only in the client side…
Hi
Can you please confirm for me that the Setup>Workflow rules>Messages are all basic text format and there is no way to utilise HTML to improve their formatting.
If so is anyone aware of any planned changes to this area, we are finding that it…
