Is it possible for me to change the field(s) shown under the company and/or person after they are selected for an opportunity? At the moment it shows the primary phone number.
Thanks, Anthony
Pers_SecTerr does not seem to be a field available for importing through the data upload. Am i missing something or is that the case? How are we supposed to set the Person Territory?
Thanks! Anthony
I am attempting to do a data import. The company already exists in the database, the import is intended to bring in the contacts. For all the records being imported, the system is rejecting them with the following message.
Error Invalid Person Details…
FYI - I'm a relative noob to my company and Sage CRM. I'm also not completely sure which elements of our implementation are OOB and which have been customized. TIA for your help and patience.
Is there a way to have a person from a parent company associated…
When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata):
1) Create a view on the system to expose the necessary person information.
2…
In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…
This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ".
That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose.
I asked a colleague in our development team for some help in…
A customer had the requirement to be able to retrieve person records in Sage CRM using the SOAP web services based on their email address.
On the face of it this looks like this may be a difficult job (but it isn't!). This is because of normalization…
A customer had a business requirement to be able to search for people and filtering them by either their business or home address.
When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen…
Below is some simple C# code that shows how to add a new Address to an existing company. The address is inserted and linked to the company and the default contact for that company.
Notes :
The webservice object is called CRMbinding.
The Company…
Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM.
This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same…
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…
Many thanks must go to a colleague in the UK professional services team for this article.
Introduction
Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…
Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL…
When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address.
This choice is then shown on the address list for the person.
The default choice for address type…
When you create a new company using the standard system behaviour the Address and Person contact details that you provide get recorded into their separate tables and foreign key references are recorded on the company table to indicate which address and…
When you click on the 'New' button in the Main Menu, the system displays the New Company screen. Can we change this behaviour ? The initial reaction might be 'No', as the behaviour appears to be in the DLL; after all we did not select New->Company explicitly…
A customer of mine has their Sage CRM integrated with Sage PRO (retired ERP product in North America). The custom integration for the product creates the Person records, but has not required a Phone or Email value for the record. Therefore there’s no…
Hi,
I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…
Hi Everyone,
I am trying to customize a view that can look up customer number from the entity company and match it with each person associated with that company. The fields that I would like in the view are customer number, company name, business…
Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead?
In an effort to maximize our marketing efforts, what would be the best or recommended…
Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead?
It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…
Hi All,
Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it?
At present users use…
