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  • Re: Update Table Script - Get Latest Data

     Found the answer, thanks to the dev blog.  The Values() function gets me the info I need:   var strNewEIN = Values("comp_EIN") // sql string that will do the update for this company sql = "UPDATE Company SET comp_ssnein=" + strNewEIN + " WHERE comp_CompanyId=" + ...
    Posted to CRM (Forum) by mmalm on 07-02-2009
  • Update Table Script - Get Latest Data

     I'm attempting to craft an update table script that takes the information stored in Field A and adds it to Field B, depending on certain conditions.  I managed to get the script to work, but if the script is triggered by editing the data in Field A, Field B gets updated with the old value of Field A, not the new ...
    Posted to CRM (Forum) by mmalm on 07-02-2009
  • Re: CRM crystal web reports question

     As far as I am aware, an Enterprise Server License for Crystal Reports is required to give Crystal Report writing access to all users. Even though you can select "Crystal Reports" as an option in the user's Security profile, all that does is grant them full reporting capability with the basic Sage report writer or with Crystal ...
    Posted to CRM (Forum) by mmalm on 03-11-2009
  • Marquee Block

     Can anyone explain how a Marquee block works?  The documentation is very scarce on this.  Supposedly, it reads from a "Custom Captions" table, but I can't seem to find this table in the application. Any example of the proper settings for such a block would be greatly appreciated. Thanks, - Matt -
    Posted to CRM (Forum) by mmalm on 01-30-2009
  • Re: Display Order in Territory pull-down

     From my discussions with Sage, no, there is no way to do this.  Perhaps the feature has been added in 6.2? I is quite annoying, though. Drives my users crazy...
    Posted to General Discussion (Forum) by mmalm on 01-30-2009
  • Re: Dashboard: Today Block

     I realize that, in general, dashboard items can be created in the "blocks" area of a particular entity.  However, I am specifically looking for the programming that was used to create the "Today" block on the dashboard, which lists pending communications and appointments with icons in a two-column format.  I ...
    Posted to CRM (Forum) by mmalm on 01-21-2009
  • Re: Dashboard: Today Block

    I'm running CRM 200.  I was not able to find this in the blocks area under any of my entities.  I'll look again in case I missed it.  If you could confirm the entity that they are stored under, I would appreciate it. Thanks.
    Posted to CRM (Forum) by mmalm on 01-20-2009
  • Dashboard: Today Block

    I just recently started to investigate dashboards for my corporation, and I stumbled upon the Today block.  I like the way the information is presented and would like to create a "Tomorrow" block, if possible. Does anyone know where this block is stored?  I've check the Communications entity, but I did not see it.  ...
    Posted to CRM (Forum) by mmalm on 01-16-2009
  • Re: Copy a Field Between Entities

     I got it figured out now.  I was missing # signs on the oppo_ssnein field.  Also, my system uses oppo_PrimaryCompanyID as the link between opportunity and client.  Once I got those two things resolved, it worked perfectly. Thanks for the help!
    Posted to CRM (Forum) by mmalm on 01-13-2009
  • Re: Copy a Field Between Entities

    I tried an ExecSQL command in my workflow using the following syntax: Update company set comp_ssnein = oppo_ssnein where comp_companyid = #oppo_companyid# However, I get an Invalid Workflow ExecSql error. Any suggestions on where I went wrong with the syntax?
    Posted to CRM (Forum) by mmalm on 01-13-2009
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