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Questions tagged [sage-crm]

Use this tag for questions related to Sage CRM, line of software products for customer relationship management in the small and medium-size business (SMB) market.

Sage offers their CRM software in two editions, Sage CRM Cloud Professional and Sage CRM On-Premise.

CRM Cloud Professional includes:

  • Case management
  • Knowledgebase management
  • Campaign management
  • Mass email

CRM On-Premise includes:

  • Advanced customization
  • Exchange Server integration
  • Advance email management
  • Component manager

Useful Links:

  1. Sage CRM
  2. Blogs
27 questions
10
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1 answer

500 - Internal server error with "resource you are looking for, and it cannot be displayed."

I have created a entry page and created fields for all those. Now am trying to entered fields into my database. My values are save in database but after saving my CRM page shows error like 500 - Internal server error. There is a problem with the…
jeni
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3
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2 answers

Sage CRM web services example in Python

I am trying to write a Python consumer for Sage CRM using their Web Services interface. I am using SOAPpy as Python SOAP library (not married to it, was easy to install on Ubuntu so went with it). Managed to fetch the WSDL using the Proxy and…
Devraj
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2 answers

Use Jquery to find the parent table, of a table, of a td

I am customising Sage CRM, so I have no control over the HTML that is written and can't add IDs or class's to the table layouts the CRM spits out. I want to hide a higher (not top) level table based on a users selection of a select dropdown. I can…
MagicalArmchair
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2
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1 answer

Sage Web Services Using PHP SOAP

I am using php SOAP to post lead data to my client's SAGE CRM, the record get created (with crmid returned) but contains empty values. For some unknown reason my xml packet is being ignored. The SAGE documentation does not give an xml example for…
Christian
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1
vote
1 answer

Sage CRM - It is possible to add a Terriroy field to the team entity?

As the title says, it is possible? I see that the Company entity has a comp_secterr (Zones) but it not displayed in the Admin > Custimization > Company > Fields. This field is hardcoded in the company entity? Im guessing that it would be a select…
Gianni Di Falco
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1
vote
1 answer

Integrating CreditSafe With Sage CRM

I am looking to integrate Credit Safe with Sage. I tried this test code static void Main(string[] args) { CreditSafe.GlobalDataServiceClient creditSafe = new CreditSafe.GlobalDataServiceClient(); …
DevSrb
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1
vote
3 answers

Create a chart using the records of certain type grouped by month, with a moving balance

I am trying to create a chart (bar or line) in crystal from one table in my database (Sage CRM). The records are as follows CustomerId Date Invoice Amount 1234 3/4/2013 Cust Invoice 3322.00 …
Rachsherry
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1
vote
2 answers

Where in the database can I get the country name that matches addr_countrycode

I am using Sage CRM and creating reports in Crystal Reports 2011 I would like to display the country name that is in Addr table but it only has a code IE for Ireland. So my question is, where do I get the value Ireland (instead of IE)
Rachsherry
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0
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0 answers

How to change browser's time format to dd-mm-yyyy if the user's browser date format is set to mm/dd/yyyy format when someone fills in the HTML form?

I've created a form which passes all the fields to the Sage CRM. I am also passing the browser date-time to the CRM field using Jquery when someone submits the form (this is to capture the date and time of form submission). The issue I am having is…
Hubert Jeffrey
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0
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0 answers

I am getting 'Index was outside the bounds of the array' while migrating data from Sage 100 CRM to SQL Server

My company is using Sage CRM and wants me to create a batch job to transport the data from Sage 100 to Dynamics 365 every midnight. They also want me to have the CRM data inside SQL Server first and then migrate that data to Dynamics 365. I have…
Sahil Tiwari
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0 answers

Sage CRM - Calling CustomCommunicationDetailBox screen with the Communication data and also the Comm_Link data

Im calling the CommunicationSchedulingBox screen in a custom .ASP page. In this case the Communication entity have a relationship with Comm_Link table (Better said Comm_Link with Communication table) When i load the .ASP page with the screen, i see…
Gianni Di Falco
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0
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1 answer

Sage CRM - How to save a date with using the object returned from CRM.FindRecord()

Given this code: var ToDateDate = new String(Request.Form("Comm_ToDateTime")); ToDateDate = ToDateDate.split("/"); var newToDateTime = ToDateDate[2]+"-"+ToDateDate[1]+"-"+ToDateDate[0]+"…
Gianni Di Falco
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0
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1 answer

Sage CRM - Loading a screen with a entity data?

Given this code: var Container = CRM.GetBlock("Container"); var CustomCommunicationDetailBox = CRM.GetBlock("CustomCommunicationDetailBox"); Container.AddBlock(CustomCommunicationDetailBox); if(!Defined(Request.Form)){ …
Gianni Di Falco
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0
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0 answers

Sage CRM - How to open a screen in a popup window a in custom ASP page?

Kind of the same way when you click in a Search menu of a Avanced Search field In the imagen above, the "Buscar" button opens the ´AddressSearchBox´ screen in a popup, i want the same behaivoir but applied to the ´CustomCommunicationDetailBox´…
Gianni Di Falco
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0
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0 answers

Sage CRM - There is way to manage the session in my ASP page?

When session expires on a default Sage CRM page, it redirects you to a Log On again page, how can i achieve same behaviour in a custom .asp page? I guessing that i can check whenever the session is expired or not and then redirect to…
Gianni Di Falco
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