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  • Phone and Email Data

    Need some help. I need to understand the purpose of the table CRMEmailPhoneData. We are using 7.2d I am setting up Sage CRM to sync with our accounting database which is also a Sage product. However, it does not have built in sync. The product is Timberline…
  • A little issue with a field

    Good afternoon, I'm asking here again because I have a little problem. I will try to explain it in the best way. I've done some custom content scripts ("Script de contenido personalizado"): var o = $('input[name="_HIDDENcon_terminal"]').val(); Terminal…
  • vPersonPhoneSummary optimisation

    Hi, we had a problem with the PersonPhoneSummary. When a customer call us, CRM display this Information after 1,40 minutes! We have 1,6 Million Entries in the Phone table. We had a look in that view. We changed the view, now it takes 2 seconds, to find…
  • Changing the Security field in Sage CRM

    Hi, I need to change the security fields of the CRM . I can't find the tables affected in sql server. I had to change the security fields within my application developed in visual studio 2010 using Sage CRM 7 Basic template. Thanks for help.
  • How to link Parameter Codes to Equity Codes?

    Firstly confirm which Parameter codes are selected to be used for Equity reporting as per setup on Equity Analysis Code Link tab. Navigate to; Expand Company Management Double-click on Company Double-click on the applicable Company Click on Equity…
  • User Defined Fields for Nominal Accounts

    Please can we have some user defined fields for nominal ledger codes (Maybe 4 of them). This would greatly improve the flexibility for nominal code reporting, especially, if like me you need to run your reports through a spreadsheet such as Excel. I would…
  • Hide inactive VAT codes and/or show more detail on dropdown menu

    FormerMember
    FormerMember
    I'm constantly finding users (who aren't accountants and don't know any better) just selecting any VAT code that matches the percentage they're looking for on a transaction. This is a particular problem given the number of different transactions that…
  • How to set T1 Code as default in Sage while making payments to vendors?

    Hi I have recently moved by Data to a New Sage File as the old file was so heavy after years of data on it. The Company credentials were created as per the original file but when I am adding Opening Balance and adding payment to suppliers, it is picking…
  • Student Activation Codes not Working

    I am getting an error when I try and activate a student version. I have uninstalled, used student clean up app, and reinstalled and still it doesn't activate. I require this program for my current Sage 50 Online class. I have spoke with customer service…