It would be great to be able to download all of the advanced report library in one go, without having to do an restore with each individual report wanted?
We are using an Azure Storage Account, and a dedicate file share in a private subnet. You can connect using the UNC path to the store eg. \\{somesharename}.file.core.windows.net\library\ Using the Administration → E-mail and Documents → Documents & Reports…
Hi
After upgrade to 2023 R1, field security was changed in library entity. The libr_companyid, libr_personid and libr_opportunityid changed is write access permissions to Deny. As a result, you were unable to upload documents.
Someone has found…
Anyone having issues uploading documents on v2023 R1? We just recently did an upgrade and keep getting 'Unable to upload File - Validation Errors' no matter what!
Thanks, Anthony
A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel.
I have provided below some example code that is designed to be called from a Button Group associated with the System Action OpportunityList…
The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to…
In the demo data there are a few company records that have entries in the comp_librarydir field that do not match the usual format of such data.
You can see some of these in the image below.
New company records that are added into the system will…
If a user is an Info Manager or a System Administrator, then they can create Library Gadgets. This means if they have a brilliant idea that can be displayed as an SData, Chart or List gadget then they can build that gadget in such a way as to allow other…
Occasionally you may customer requirement to store relatively large numbers of documents associated with a company, person or opportunity record outside the main librabry mechanism. As an example of this requirement imagine an organisation that sells…
A customer had a requirement to be able to automate the inclusion of existing files into the CRM library structure. The scenario is that a file is created by another business process e.g. "Northwind Order Processing". That file then has to be added to…
I have assumed that you have created the new entity using the Advanced Customization Wizard. You can download the latest version of the wizard here: https://community.sagecrm.com/partner_community/m/sage_crm_downloads/default.aspx .
I have also assumed…
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library.
As you can see from the screen shot displayed below, it is possible to…
You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the…
Every time a user exports a file from the Company Search page or from the Marketing Actions, it automatically saves the spreadsheet into the Global Library (where everybody can view it). There may therefore be a requirements to hide tabs.
The Global…
The idea behind this article is that you can use the normal document upload to upload a picture file into the library. That image can then be displayed on the person summary screen. You will have to change options on the libr_type top allow files of type…
Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that…
I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be a few more blogs about documents and the library…
I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'. I am a magpie of code snippets and will quite happily steal…
In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way of allowing documents to be uploaded into the library…
Hi there, we are very new into SageCRM, integrated in Sage 100.
I wanted to setup a group to export into mailchimp. The group has nicely been created. But when it comes to send to Mailchimp it appears that the system tells me that at least 3 mailadresses…
Hi everyone,
I have been working on getting the Prev Custom URL variable to correctly be used, however in .Net I can only get the return to work from the "New" upload, but the edit does not work at all.. If anyone could assist it would be greatly appreciated…
I'm having an issue with the redirection from the URL("343") action. The PrevCustomURL variable is not working correctly.
The ASP code I've found is as such:
var strURL=new String( Request.ServerVariables("URL")() + "?" + Request.QueryString ); myBlock…
Hello all,
Few times, the library path in database is error.
For example, the correct path is: A\ABC\File.pdf.
But it appeared A/ABC\File.pdf few times.
Why the \ changed to / ?
The v ersion we used is 7.0.h, and language is Chinese.
Thank…
