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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
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Sage CRM - There is method to retrieve the ID on the recently created record when using CRM.CreateRecord object?

Given this code: var NewComm = CRM.CreateRecord("Communication"); NewComm("Comm_ChannelId") = Request.Form("chanId"); NewComm("Comm_Type") = "Appointment"; NewComm("Comm_DateTime") = Request.Form("initialHour"); NewComm("Comm_Status") =…
Gianni Di Falco
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Sage CRM - It is possible to create an appointment through Classic ASP code?

Using this: var NewComm = CRM.CreateRecord("Communication"); NewComm("Comm_ChannelId") = Request.Form("chanId"); NewComm("Comm_Type") = "Appointment"; NewComm("Comm_DateTime") = Request.Form("initialHour"); NewComm.SaveChanges() I can see in the…
Gianni Di Falco
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Sage CRM - Error when clicking to create a new appoinment

I was deleting fields to the screen (Fields i do not want right now) but after deleting them the screen to create a new appointment stopped working. THere is some field that have to be in that screen no matter what? I the screen i modified was…
Gianni Di Falco
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Sage CRM - Field with entry type 53 (Territory) is not available when creating a new field?

Im trying to create a field in the team entity to be able to select its zone/territory. Looking in the DDBB i see that the field comp_secterr uses the entry type with id 53 (Entry type Territory) with this SQL SELECT * FROM Custom_Edits WHERE…
Gianni Di Falco
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Sage CRM - It is possible to use workflow for Quote entity?

As the title says, it is possible? I have read somewhere that workflow is available to all primary entities (Quotes is a primary entity, right?) but later on, i read that due to the complexity of the Quote entity workflow is not available. Noneless…
Gianni Di Falco
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Sage CRM - It is possible to create secondary teams?

For example I have a primary team called "Cable Management" and i want to create secondary teams IC1 and IC2 that are children of Cable Management, and then to those IC1 and IC2 secondary teams, add some users. How can i achieve this kind of…
Gianni Di Falco
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Sage CRM - See the name of the screens used in a tab?

As the title says, if i want to know the name of screens to then know what screen to customize, how do i know it? For example, if i go to a Company and im in the tab Summary, how do i know what screens/blocks etc im seeing
Gianni Di Falco
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Sage CRM - Capture entity event update?

Can i alter/intercept the event when updating an entity? For example, for when i update the company entity? The idea is to delete somehting in the BBDD after the entity is updated
Gianni Di Falco
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Add a print button in the company screen

I want to add a button in my screen company in Sage CRM, but when I add this script it doesn't work