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  • Field Level Scripting in Search Screens

    Imagine the situation where there may be a problem with allowing users to search against a entity with out putting in at least one search criterion. You may find the searching against companies too slow if people do not put in the company name for example…

  • Field Level Security and Create Scripts

    The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code…

  • Setting screen properties within a multiblock ASP page using the COM API

    This COM API trick for ASP based Application Extensions shows how you can create a screen with 2 (or more) blocks where one of the blocks remains in view mode regardless of the value of CRM.Mode. It is a very simple approach and all you have to do is…

  • Identification (ID) of Checkbox Fields in Clientside Code

    Checkbox controls (like Radio buttons) will have to be handled differently to other CRM field type within HTML. The way they are rendered in HTML must be taken into account. Checkboxes can theoretically be grouped on the same input name. In fact Fields…

  • The importance of column prefixes in tables exposed via the Web Services API

    This is a little quirk. If you have added a new table into the CRM database that you intend to access via the webservices interface, then be sure that the table column makes use of column prefixes. For example if you have added a new project table then…

  • 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…

  • Opportunity Id Field missing from front end of System

    Hi, I've recently discovered that the Opportunity Id field is missing from the front end of the system; Administration > Customization > Opportunity > Fields. It exists in the database so I'm rather baffled as to how this could have happened. How…

  • Customise Screen Query

    Hi, We're looking to add a field to the 'Create Task' Screen located in Administration > Advanced Customisation > Workflow > New > 'Create Task'. To show what we're after, I've amended the page code via the Chrome Browser. See image below for specific…

  • How to hide a field until a particular source is selected in Opportunity

    Hi, We're trying to hide two fields on the opportunity summary page when creating a new opportunity as well as existing opportunities if the oppo_source isn't a particular value. So when the oppo_source is 'Delivery Enquiry' we want the Delivery…

  • Alternative to Multi Select Feilds

    Hi All, Does any one have a suggestion on how a multi select field can be displayed in a different format Perhaps a group of tick boxes, radio buttons.... Working with a Multi-select can be a little annoying especially if you forget to hold the…

  • Sage CRM case Field not displaying

    I have enabled workflow for the case. In case entry in the status tab I will be able enter problem details field but after stage goes to logged or any other stage problem details field is not displaying. Case Summary screen Case change screen

  • Adding fields to Order screen to update in created Opportunity

    Hi. Wisdom needed, please. I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to: 1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype ) 2. Upon promotion…

  • Create Label using mailmerge

    Hi, I'm trying to create a label using merge field but I can't seem to work it out? I'm currently using CRM7.1SP2 Instead of getting multiple label in one page, I can only get one record per page and other merge field in that page will appear as normal…

  • (SOLVED) Adding fields to the Opportunity Progress Entity

    Hi All, We would like to modify the Opportunity Status screen, it appears these fields are pulled through from the opportunity progress entity. All the fields in the Opportunity Progress entity appears to be duplicates of the opportunity entity. How…

  • How to delete Primary Entity created by AdvanceCustomizatioWizard after restore default DB file?

    Hello everyone. I have create an Entity by AdvanceCustomizationWizard. I also do a backup DB before create this Entity. than I restore the DB and i still see the icon of that Entity exist in Primary Entities. When click on it go to its detail. It has…

  • User Select field show with listbox

    Hello everyond . I wonder why i create an User Select field for entity entry and it always show with Listbox in screen? It look so long. Could anyone tell how can i change it to dropdownlist ?

  • Hide/Show Fields depending on selection

    Hi, I'm modifying the scripts of the Company screen so that I can show/hide a field depending on the type of Company. The thing is that I have almost done it but there is one case in which it doesn't work. I've created a new field and I've added it…

  • Amending feilds from Company, when in Opportunity?

    Hi Community We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source. Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…

  • Load Field Value Based on Related External Table Field

    Dear All, I have been searching all over the community some simple process to set data into a field based on other external table field. Let's see an example: Sage CRM Db: Table Company: comp_companyid, comp_name,... External ERP Db: Table Customer…

  • ODBC - Table list 5.0

    If you need help on finding the right table and fields to write your ODBC and Sage Intelligence Reports, well look no further, we have a comprehensive list available for you. Click here to download the latest list.

  • Enterprise Management V12, patch 16 - Fields out of place and order.

    Hi all, We have Sage X3 in V12 and we have just updated Patch 16. In doing so, some field screens are in the wrong order. In the SEED Dossier, Screen BPABPC [BPAC], we added a new field (XYSW, TYPE A - 10). Validate screen, now description field…

  • String Type UDF with Mask displays zeros when editing data

    I'm trying to create a mask for a string UDF that displays <blanks> for missing characters. If I use 000 000 000, the empty field displays the zero mask even when the field is empty. This is confusing as there's no way to tell if the entry is truly 000…

  • ADDING Product Description Field To Subcontracting Order Screen

    Is it possible to add the product description to the subcontract order screen. I looked at the screen level and did not see that field available.

  • Lot Number From Delivery Onto Invoice

    How can I have the lot number that appear on the delivery, also appear on the invoices. This will help the warehouse pick the product more accurately. Currently on the invoice screen, the LOT number columns shows up but the Lot Number information is not…

  • How To increase the number of Character in the product Description field.

    Is it possible to increase how many characters the description field hold. We want to increase it to 43 character.

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