Hello,
i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field.
How can i change data is shown when i select a company…
Hello,
I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity.
Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id…
Hello,
i've experienced a strange Error while trying to import data for Entity "Company". I''ve a 800 MB File full of Company Data and splittet it in 60-70 MB Files (.xlsx) just for testing.
Now everytime i start the import directly on the Server…
Hi, I'm building a quote template and would like to display both the quote creation date and the quote page number.
I've looked in the template creation "field chooser" but cannot see any fields for current date or page number.
I'm assuming these…
Hi, New here -
I'm using demo of Sage CRM Cloud and am trying to get two fields to add together.
From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields.
My code is here (inserted in both…
Hello,
We are a team developing a connector for Sage CRM. We need following inputs for us to proceed with our development:
1. We need information on the customer base for the Sage CRM versions, i.e. which version of Sage CRM is being widely used…
I have an issue in CRM 7.2.a.1 and I'm wondering if anyone has any advice on it.
I have a Custom Entity that is linked to the person record.
In other words a Person "has" some of these entities.
What is happening, is that if I create a new person…
Hello,
I took a copy of a database on a test server and restored it on a different server which has a different IP.
Changed couple of variables in the restored CRM as well.
However, in my escalation rule, i am trying to send an email in 5 min…
Hi,
We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…
Hi all,
we are encountering an issue when attempting to use Mail Manager to access a pop3 mailbox (exchange server 2010). Note the highlighted line. I have replicated this issue on two other exchange 2010 sites so far.
I was wondering if anyone has…
