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  • Dynamic Selection Lists - Rework

    This post is a revamp post on how to manage linked selection lists (drop downs) in Sage CRM. This was posted before on the CRM community here - https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2008/01/14/dynamic-selection…
  • 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…
  • cumulative field value display in summary page

    Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj
  • Dynamically change captions possible?

    Currently on CRM7.3 SP1.1 - I love the new Client-Side API and know how to change field and caption appearance using crm.fields() commands but now I'd like to override the normal caption of a field based on the Opportunity Team (if oppo_channelid==8 change…
  • 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…
  • Accessing CRM.CreateQueryObj from Workflow rule action Display Field for Amendment

    I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display…
  • JavaScript: How to populate Search Select Advanced field

    The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…
  • Adding an Attachment to Appointments

    I've seen various requests for the ability to add attachments to Appointments in CRM, most of which have gone unanswered or left on peoples' wish lists. We had a similar requirement from our users to be able to do the same thing. I was on the point…