A customer had the requirement to add a new tab option to the company tabs next to the summary tab option. The tab would contain additional fields that have been added to the company table. In addition the tab and the fields should only be available when…
I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record .
This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that…
Consider this scenario.
There is an UpdateRecord() event function in a TLS on the Company. When the Company assigned user is changed (comp_primaryuserid) then all the 'In Progress' opportunities belonging to that company are reassigned to the new company…
A customer had the requirement that when a company was reassigned to a different account manager, the opportunities that belonged to that company that were still in progress should automatically be reassigned to the new company account manager.
This…
Please read the article " Some thoughts on Importing Data " as background.
The previous article discussed the different programming techniques that can be used for importing data into Sage CRM.
Web Services
COM Based Mechanisms
.NET API
Direct…
I have blogged previously on creating multi-block screens based on a single record. A prime example of that would be when you need to design a page for a new entity that includes both a detailbox and a webpicker.
I would now like to consider a Complex…
Hi,
My customer wants the entries in tracking note in each stage- progress screen to be listed under the Notes tab for every opportunity.
Can someone guide me on this please?
Hi all,
We have Sage 300 2019 PU1 and Sage CRM 2018R3
If we create a quote where the customer does not exist in Sage 300 (Uses CRM99999 as default) then it prints like the shot below: (The allow non-existent customers option in OE set up is ticked…
Hi all,
We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale)
When we log into Sage 300 screens through CRM - the date is still…
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 in CRM and go to add a new record, the option to add a "new opportunity" appears twice in the "New" menu.
Selecting either option takes you to the same place - the New Opportunity screen.
I found the following post https://community.sagecrm.com…
Hi all, may I know if there is a way to handle membership status in Sage CRM?
I have come across a prospect, which is running a Youth Club Association. They are looking for a system to handle membership. One of the requirement is that the system should…
Sagacious ones,
Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
Hi,
I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity.
At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity…
I need the default value of oppo_status in the OpportunityFilterBox to be "In Progress" in the context of My CRM and Team CRM, but "--All--" in all other context. I have tried a few scripts in the screen Custom Content, but no result. I tried adding condition…
I am using Sage 200 CRM 7.3 SP1.3 . When I create a new opportunity from the green plus button (system action 261) and try and save it, I get the error "Validation Errors - Please correct the highlighted entries" but there are no entries highlighted.…
Hello dears,
I have a problem when i click the continue button in opportunity summery and redirect the page to a custom entity, this issue only appear for the admin user, all other users redirect to the custom entity with no problem....any help
I created a saved search that has a Currency field. The search works fine in the search screen.
When I add the search to a list gadget, or a Summary gadget, it generates an error. If I remove the Currency field, the gadget is fine.
In the logs, I…
Hi,
I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…
Hello together,
we have a escalation rule, which remindes us, when the date of an oppertunity is approaching. It is shown in the upper field by the bell then. There we have the opinion to Close it or to remind us again.
When somebody closes it by…
Help! Please!
I am working with a version of 7.3 and for some reason the pipeline graphic has disappeared from the screen for Opportunities. The statistics box is still displaying, however, the graphic pipeline has disappeared.
Can someone push me…
Morning all,
I am looking at creating a workflow action which will basically put an Opportunity in a "Paused" state so all other action buttons are removed except for the one to "Unpause" and then when it is unpaused, to go back to the stage it was…
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…
