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  • CRM Create Script - change the default value based on an IF statement

    I've been scratching my head on this one for the past couple of days and wonder if anyone can help? I've seen a couple of similar queries here but when I've tried to implement the results I've not had any luck. I'm trying to set the default value of…
  • Currency information refresh, when updating table

    Hello, I am running a script that updates the currency table in my database daily with the new exchange rates. Via js-script I am performing a metadata update with "CRM.refreshMetadata()" to pass the information to the screens. Through the logs I can…
  • How to use an onChange Script on a Selection list or another field to set a caption of another field?

    How can I change the caption of an field in a scree by using onChange of another field or a selection list? I have tried following code but din't work. if(this.value == 'value1'){ //alert('hahaha'); field_id.Caption = 'value2'; }
  • Convert Sage CRM date to a JavaScript date

    Have you ever come across a date in CRM that you want to add a month or a day perhaps, but when you try doing that JavaScript gives you an error, perhaps Invalid Date, or the month gets read as a day and day as a month. Certain regions use certain date…
  • Advanced territory management – Part 2 – Alphabetically Ordering Territories

    This is the second part of a two part tutorial. You do not need to follow on part 1 for part two to make sense. Part 2 is considered more advanced and should be treated as such as you need to be familiar with CRM's JavaScript classes and functions. …
  • Script Libraries: Reusing Client Side Code Between Screens

    It has always been possible in Sage CRM to share client side code between screens. In Sage CRM we could do this by using a shared external script library. For example if we wanted a set of business rules to be available in both the PersonBoxLong screen…
  • Change the colour of text in a field.

    Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…
  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…
  • Sage ERP 300 or Sage CRM Barcode Add-on (ACCPAC)

    Dark Fibre Africa requires an Barcode Add-on for CRM to enable us to manage our assets. Android and iPhone Barcode Scanner Apps which will integrate into CRM/ACCPAC is needed when scanning the barcodes in the field. Please help with any recommendations…
  • Sage CRM 7.2 - Adding 'New Person' link/button on Enbu CRM Resource Planner screen

    Hi, I'm very new with Sage CRM development and now, I'm trying to achieve to put a button on Customer entity screen. When you go to 'Communication' -> 'New Appointment', there's 'New Person' link on screen which when you clicks it, it will pop up…
  • Sage CRM 7.2: Set DefaultValue not update at the first time

    Hi, I'm doing calculation to find remaining day of the membership. Everything looks find except when I set 'DefaultValue', it was not updated at the first time. For instance, today date = 21 Feb and membership expiry date = 28 Feb so Days remaining…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • (Solved) Disable an Advance Search Field

    Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on…