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  • Fill in-call marketing fields with data from an entity

    Hi everyone! I need an answer for the next question. We've made a marketing campaign that works with Person entity. In the first screen everything is OK, but in the second one we need to fill some answers with data from the selected person. For example…
  • Sage CRM 7.1 - Data Upload issue

    Hi there, I'm trying to upload company and person data from CSV file and when I selected 'Preview Data Upload', I got this error come up ("The following fields must be mapped to... Company Area Code" - pls see pic below). I have Area Code field…
  • Grabbiing Assigned User Email and Phone

    CRM 7.1g Hello All, I created two fields in the leads module, assigned user email and phone, so that when their info can be added to the email template. The goal is to have the ability to send a mass email to all leads and have the contact info of…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • 'Send via Outlook' in Chrome or Firefox

    Hi, We're using Sage CRM 7.1f, which included cross-browser compatibility. A number of employees used the send via outlook option, which was underneath the send mail option when creating a new mail within Sage. This button doesn't appear to be…
  • Changing / Removing Companies for a Person

    Is it possible to change a person's company or remove a person from a company after a person record has been assigned to a company. Ex. - Bill Gates was put into Sage attached to no company - Bill is attached to company Microsoft - I now want to move…
  • Functionality Not Available, please consult your system administrator

    I have added custom entity, created "Documents" tab in its screen and added a "New" button on that "Documents" tab's screen. The code of adding button is the following (I'm using CRM 7.1 and I'm doing customization in CRM SDK): string sURL = UrlDotNet…
  • (Solved) Disable an Advance Search Field

    Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on…
  • Queryentity getting null or default values for most fields (Webservice)

    Dear Sirs, I'm using C# .Net and a Service Reference to run queries on CRM 7.1 API. The problem is that I get null (or default) values for most fields while running queryentity , query , etc. In the other hand, queryrecord works fine, although it's cumbersome…