Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date.
All users are able to set their date preferences.
The are other articles that…
We know that a LIST block can be filtered based on a standard filter screen block via
var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj = filter;
Can we filter a pipeline object in a similar fashion…
When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your…
It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This…
CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed.
The following function, placed in the custom content of the screen, will allow you to…
Hi ,
I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…
Hi,
I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…
When you start adding many custom entities to CRM, the standard CRM horizontal tabs can become very cluttered.
A need arose to group tabs into a dropdown menu.
Attached is a js script that rebuilds the CRM horizontal tabs and replaces it with…
Hi,
I am working on support.js file. The script for creating a case for incoming email, auto reply to customer for the mail with case details etc. are working fine.
I have to create an auto mail to assigned user of the case with case details. This…
Hello,
The current system we have with our customer is that the typical user logs through the customized self-service portal, register employees to participate in trainings and then pay for the registration. When the user pays, we redirect throught…
Hi,
I am having issues with saving a read only calculated currency value to our database from a workflow screen.
I have a custom JS function that is updating all of the values on screen.
The screenshot below shows the section of the workflow action…
Excepion: jscript error: [SafeCall Exception]: List index out of bounds (0) Line: 270 Char: 1
Three weeks ago we upgraded our SCRM to the latest Version 2018.R2. And since forever we are using the Sage EmailManager to send replys to our Customers, that…
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…
I have written a custom validation script for the person field in the Opportunity Web Picker screen of Create New Opportunity. The script is shown below:
var person = eWare.FindRecord('Person', 'pers_personid='+Values('oppo_primarypersonid'));
var…
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…
Hi,
We are using 7.3SP3 and Sage 300 ERP 2014.
When standard users try to update company records they are receiving the below error;
I believe the issue is in the PhoneEmailEntity table script, however there are less than 210 lines in the table…
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…
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…
I have a need to create a field (to be called Trade) within the Company entity that will allow the user to select multiple items from a predefined list of up to 100 items.
This Trade field will be used by users to find companies that provide specific…
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…
Hi,
Is it possible to create a Person record from an email that's handled by the Advanced Email Manager?
I've been working on adapting a script we already have that creates an Opportunity, a Communication on the Opportunity and a Task for the Assigned…
I am aware Sage CRM Web Service SOAP API can be called in any language , my current knowledge is restricted to .Net & PHP, any available sample code any partner has written using Node.JS , there is a whole array of applications that can be integrated…
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…
Hi,
I am using a version 7.1 and I want to get a case field automatically populated from with the value of the same field from the Company that owns the ticket.
Problem is :
it is working when I create my case from the Company, thanks to the "Context…
