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Hi, I had a request from one of my customers asking if there was a way to have a note or communication created by just talking to CRM on a mobile device. Anybody knows of anything close? Thank you

Hi, everyone! I am new to Sage CRM and have changed the access for mobile to true. However, when trying to access from my android browser, I keep getting the message that my log-in is not correct. Is there a specific log-in I need for mobile?…

Hello, Using Sage CRM v7.1 while updating Person we are updating Mobile phone in Phone/Email block but while creating report for Person using vPerson i am not able to get all phone no specially Mobile and business etc.. in Column for one person if user…

Hi, I was wondering what options are available to customise the mobile applications, specifically adding workflows to the apps? Thanks, David

We have an integer field on Case entity, called Case Counter. We have put this on Search Case screen as well so that users can enter a specific value in it and based on that retrieve the case record. Users have option to search 'Equal To', 'Gretaer Than…

I've got an issue on my client's Tablet component where it constantly loops any attempt to drill down into any entity tied to a Company (Person, Communication, etc). Users can navigate to the Company through Find > Company, and display the Company Summary…

Hello, I was wondering if someone could explain to me how CRM decides what site is shown, based on the user agent string provided by the devices that is accessing it? We have had a number of customers, that have updated to IE 10 (automatic update…

We have a requirement to create a Workflow approval though mobile. Default Sage CRM mobile app/software does not have any functionality of workflows in the mobile. Can any one advice if approval of Opportunity or Custom Entity can be done via mobile app…

We have some mobile applications developed with class and representations that in version 11 we used the function: [L]ASTATUS = fmet this.ASETATTRIBUTE("YCPLWST","$isDisabled","true") And all the fields become disabled in version 11 in mobile or desktop…

In version 11 we use to update the layouts by using: Go to the specific page; Use button design page; Define the new design; Save as Global; Go to menu administration - pages; Select the page we updated; Select the variant GLOBAL; SAVE;…

I created a mobile app in Sage EM. Can this app be opened if the mobile device is offline?

Is there a low cost solution and/or a mobile interface for inventory management? I would like to receive shipments via a mobile interface, which would synchronize with the inventory in Sage 50 Accounting. I want to be able to see the inventory and make…

Hey Folks: Can anyone tell me about their experience working with Syscon or About Time as an alternative to Sage Service Operations as their mobile resource management tool? We have reached an impasse with SSO in terms of collecting time on equipment…

Hi all, I'm trying to use the "AQUERY_CRITERIA_AFTER" event, in a mobile representation. My only problem here is that the property "THIS" is not available, and because of that i can't use values from the main screen. Do you know how can i solve…

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 all, We have SAGE x3, V11 patch 80.003, and we're facing some problems to propagate information after field insertion in the Mobile interface. What we pretend to do, is similar to the "propagate" action in classic Representations or "After Modification…

Hi all, While developing in Mobile representations/classes, after altering a record i can't save due to an error. "Action: $save Requested funcionality not supported by the server". Can anybody help me? thnks in advance.

Sage was not been helpful when recommending a cloud hosting provider and less so by recommending the few they did. It was frustrating and a waste of time talking to them and they kept referring us to links like this . rightneworks? they are the quickbooks…

A customer would like to have a mobile version of the sales order, does anyone knows if this is on the roadmap for mobile interface, smartphone like? Cheers.

We are a service company looking for another solution for our service dept. Currently Using Sage100. Needs would be detailed equipment records and tracking, Rental management, Contract management and maintenance services, scheduling etc. Technician…