Sage CRM

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  • 1.  I have a client on SageCRM v7.0G. After logging i

    Posted 10-15-2012 09:05
    I have a client on SageCRM v7.0G. After logging in and going to the Communications tab, the Status setting is now pointed to ""pending"". Previously it had the ability to be set to --All-- and would immediately list all entries. The client would like this option in Status to default to --All--. After signing on as Admin and going to custom I find the Status function but when I try to change the global default to --ALL-- I find that there is no option for that. I have not been able to figure out how to add the code/translation for --All--. Anyone seen this?


  • 2.  RE: I have a client on SageCRM v7.0G. After logging i

    Posted 10-15-2012 09:17
    Replace the following in Communications Filter Box: DefaultValue= ""Pending""; with DefaultValue= """";


  • 3.  RE: I have a client on SageCRM v7.0G. After logging i

    Posted 10-15-2012 11:51
    I am in administration/customization/Communication the status field is where I am trying to add ""all"" attribute globally and set it as default. There is no option to take """" null it just shows up in the list as """". By the way All and None also show up in the list but are not available to be set as default. even on the user level.


  • 4.  RE: I have a client on SageCRM v7.0G. After logging i

    Posted 10-15-2012 12:00
    You need to change the OnCreate script on the Communications Filter box (under Administration > Customization > Communications : Screens). Please let me know if you need additional help. We routinely work with partners to provide Sage CRM services to clients as it is difficult to master both products successfully.


  • 5.  RE: I have a client on SageCRM v7.0G. After logging i

    Posted 10-18-2012 12:02
    Thanks Peter! This clarification was exactly what I was missing. Good Job


  • 6.  RE: I have a client on SageCRM v7.0G. After logging i

    Posted 10-23-2012 08:19
    I'll suggest a minor modification to Peter's script. This accounts for people who use the list view in their calendar on MyCRM. I had a customer who had hundreds of tasks and events, and didn't want to see all of them when they were looking at their calendar, but did want to see all of them when looking at customers. if (Values(""Key0"") == 4) { DefaultValue = ""Pending""; } else { DefaultValue = ""--All--""; }