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  • Sage Payroll Default View

    Each time I start Sage payroll, I have to turn on the Process Map in 'View'. Is there a way of setting this as a default so I don't have to turn it on each time?

  • Build Custom Explore Views?

    Is there a way to build custom explore views. For example, If I go into Business Insights > Explorer am I able to create one of those views from scratch?

  • To display a 'Paid' column in Sales Order or Invoice list.

    Most of our customers pay with order and the payment details are added to the sales order when it is processed. In the list of Sales Orders, or Invoices, t would be very useful to have a column available that displays whether or not payment has been received…

  • Configure your view - Add / remove columns in a couple of clicks...

    In Sage 50cloud Accounts it's easy to add, remove and resize columns to suit your needs. You can do this in each module, for example, Customers and Suppliers, plus many additional windows with list or grid views. Read more >

  • Tip - Configure your view - Add / remove columns in a couple of clicks...

    In Sage 50cloud Accounts it's easy to add, remove and resize columns to suit your needs. You can do this in each module, for example, Customers and Suppliers, plus many additional windows with list or grid views. Read more >

  • Tip - Show grid lines on record lists to make lists easier to read

    To make things easier to find when you're working with large lists of records or transactions in Sage 50 Accounts, you can add gridlines to the lists in each module. Read more >

  • Sage 200 Is the view created for custom reports stored somewhere on the sql server.

    Hi, Is the view created for custom reports stored somewhere on the sql server. We have a custom report for purchase legers that pulls a lot of data together. I was wondering if this view is stored somewhere in the sql server so that we can easily…

  • View validation error after view copy from TEST to PRODUCTION, on ADX file ...

    Hi. I updated the order header view, adding a new field: allthing works correctly in Test environment! For publish this upgrade into PRODUCTION evnvironment, I used "copy" operation, from TEST to PROD: it was successful. When I tried to activate…

  • Data fields cutoff on certain display setups

    Sage screen cutoff example.docx When I attempt to use Sage 300 on my normal office setup with two extended monitors setup, no problems. When I try to use just my laptop, or a tv screen at home or in a conference room, many/most of the data fields become…

  • 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…

  • An unexpected event has occurred: Exception: The field does not exist, or is not a report field, or you are not permitted to use it: oppo_opportunityid

    I get this error after executing a report: An unexpected event has occurred: Exception: The field does not exist, or is not a report field, or you are not permitted to use it: oppo_opportunityid This is the view: CREATE OR ALTER VIEW vProjectInfOppos…

  • Export to File Issue

    Hi. I created an ASP page that uses the 'ExportToFile' command to allow a button to appear to Export the contents of my query. It works fine - however, for some odd reason, it overwrites my date field with an invoice number field. The only thing that…

  • Workflow Rule: Change from a table to a view

    Looks like I need a shove in the right direction in regards to a Workflow Rule. :-) From within Sage CRM, is it possible to change the view being used for a workflow rule? When a rule is created, the user selects a table or a view to be used for the…

  • Send To MailChimp button is hidden for groups created based on custom entity

    Hi, I created a group based on a custom entity "RelEnt" (prefix is "Rel") for custom relationship data for both Company A and Company B, but Send To MailChimp button is hidden. I then followed up the following article to change the email address column…

  • Add URL Jump link to group list for a custom entity

    Hi, I wonder if it is possible to add URL Jump link to a group based on a custom entity. For example, a custom view is created for the custom entity named "Project". A group is created based on this custom view, and the user can click on Projec t Name…

  • Query to find companies with no communication in the future

    Hello fellow partners, I have created a user view in Sage CRM on the company entity. I need a list of companies that do not have any future communications so we can follow up with them. I think the view works but it is very slow and to go from 1 page…

  • Error on Report with 2 Views combined

    Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…

  • sdata record summary widget

    I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…

  • Creating a report based on a view using parameters

    Hallo, i have created a report based on a view. The where clause of the view containts a fixed value. for ex : where QtyDays = 5 and ... Our customer wishes that the fixed value becomes variable and act like a parameter. My tought was to create…

  • Need Comp_sector in a view

    Hi! I am looking to amend a view to include comp_sector. The base view would be for communications but the one field I am missing is the sector/segment. Any help would be appreciated: CREATE VIEW vSummaryCommunication AS SELECT Communication.*,…

  • Help Needed. View for Company and Person.

    Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…

  • add new field / edit Screen "PersTopContent"

    which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx

  • How to identify reports or groups that reference specific views?

    We're experiencing periodic slowdowns in our recently-upgraded Sage CRM 7.2 system, and see a lot of these kinds of errors: You may need to recreate views manually. : SQL Error Well, we should clean those out anyway. When I try to edit some of our…

  • Derived search field disappear, metadata refresh bring it back.

    Hi, So I change the view below to link to PhoneLink and Phone table to get the person mobile number. Then I put the [MobileNumber] into Person Search Screen. But it disappear from the person search screen some time, metadata refresh bring it back…

  • Use View as Search Entity in Search Select Advanced field.

    I found out that I can use custom entity as Search Entity in Search Select Advanced field from the link below but can I use View as Search Entity in Search Select Advanced field and how do I do that? https://community.sagecrm.com/partner_community/b…

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