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Hi. Our SageCRM seems to be a little sluggish. I was wondering if anyone can tell me what type of SQL script I could run at night on the SageCRM database? I look forward to a reply. Thanks, Stephane

HI, I want to display a calculated value based on Opportunity Table columns in opportunity page.Please guide me how to do. Thanks, Raj

Hi there, I added a case counter on the Company summary screen, this case counter is then shown on my "cases" screen when a new case is created. When a case is placed in queue (In the cases workflow) - I've executed an SQL that tells the company counter…

Currently on CRM7.3 SP1.1 - I love the new Client-Side API and know how to change field and caption appearance using crm.fields() commands but now I'd like to override the normal caption of a field based on the Opportunity Team (if oppo_channelid==8 change…

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

Hello, I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow. When I'm on the inspection…

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…

Hi I am trying to create several orders and associated order items programmatically from an opportunity in Sage CRM 2017 using a workflow rule. I am aware that there is the workflow rule action Execute SQL Statement. With this workflow rule action,…

I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display…

Hello, We have SageCRM 7.3 SP3. I'm trying to use the select parameter in sdata calls to reduce the response weight, but it doesn't seem to be working. I read in one of Jeff's post that the primary key must be returned at a minimum. I've tried that…

I am having a problem with the communications not showing in parent entities. If i create a communication for the Person it shows fine in the person entity but is not showing up on the company page. The same is happening with Opportunities, communications…

Hi We have recently upgraded to 7.3 and using the 'Sage' theme but the blue font in lists and classic dashboard is not liked by users. We would like to changed to navy and have looked in the style sheet but unsure what section of the css file to amend…

I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled…

Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.

Good afternoon, I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get…

I’m trying to connect to the eware.dll to access webservices/webservice.wsdl, but get the following error when I try to connect to this as a Web Reference from within my, c#, solution: There was an error downloading 'https:// {machineAddress} /crm/eware…

Having troubles trying to make a SSA work tha retrieves data from an external DDBB Table, in this case, a table from Sage Murano Have been guiding me by this post https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2011…

Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…

When I attempt to create a report, I get this error when trying to group by one of the fields. Is there something I set up wrong or need to change? Thank you. "this entry can only be used as a report column"

We updated our Exchange server and need to change the Exchange Web Service URL but it is read-only. Is there any way to change it?

Hi Everyone, I'm facing an issue when trying to import data from CSV file with Import Plus functionality. After I mapped entity fields with the fields in the file and hit Import, the process fails right after that, in the import summary it is saying…

Hello, We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata: myserver/.../vforecastmatrixapi It throws an error. The sql view has a few…

The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…

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…