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  • Interacting Table Level Scripts: A Chain Reaction

    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 Table Level Script to update Opportunities when a Company is Reassigned

    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…

  • Creating your own Import Scripts using the COM API

    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…

  • CRM.AddContent() & Dummy Field Trick

    I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens…

  • Connecting to an External ODBC database e.g. Sage 100

    I needed to establish a connection to the Sage 100 database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the…

  • Company and Person Workflow Progress with Tracking tab in CRM

    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.…

  • Using Joins in Web Services

    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…

  • Creating Complex Screens using the COM based ASP API

    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…

  • New Search Screen Fields

    I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…

  • Hide Maintain Relationship Button

    Anyone have any suggestions on how to hide the 'Maintain Relationship' button in Company Summary? This is on version 2017 I will actually need to hide it based off the users role if that's possible

  • 7.3 EWARE_TOP custom content

    I have some custom content in the company header, this was added when we had version 7.1 With version 7.3 SP3.6 the content is not refreshed when changing the company. you have to manually refresh the page. Is there a work around to automatically…

  • Add Field To Company Dropdown

    Is there any way to add fields to this company drop down list?

  • Multiple Billing Addresses?

    Hi, We're on Sage 200 CRM Version 7.3 SP3.6 What we are finding is that on a lot of companies on their Sage CRM System is that there are two (Possibly more) Billing Addresses, both ticked and with their own unique AddressID, AddressLinkID, etc…

  • Change Person Addresses to match Companies

    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…

  • Help! View that joins company and person

    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…

  • Person list record counts

    When viewing a list of people from the company (i.e. Person tab), the count of the records is wrong. I can tell by looking at the screen and by reading another post that the record count is only counting records where the Person type is NULL. The type…

  • Error on Report with 2 Views combined

    Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…

  • Unmatch Company/Person from a Lead

    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…

  • CRM Search

    Hi, How can I search a record in CRM which has '%' symbol? For example, there is a Company which name is "abc%". I want to find all Companies which have '%' symbol in the name field. Regards,

  • SOLVED - Communications Preview Window

    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…

  • Help Needed. View for Company and Person.

    Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…

  • Company shows up multiple Times in company find

    has anyone seen this before? There is only 1 company record, but it shows up on the company find list multiple times. It doesn't happen to all companies.

  • add new field / edit Screen "PersTopContent"

    which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx

  • Link_CompAddr and Link_PersAddr won't disappear

    Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…

  • Sage CRM 7.2 - Displaying searched company record without go back to Find screen

    Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…

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