Issues while upgrading the Sage CRM-ACCPAC integrated system

By On February 20, 2012

Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM latest versions like version 7.0, version 7.1 integrates with more advanced Sage 300 (Accpac) versions like Accpac 6.0, 6.1 etc. Now process of implementation is very easy and straight forward as far as new installation is concerned, however when [...]

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Validation of Workflow Rule based on Date field value

By On February 20, 2012

For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients; [...]

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OSQL error at the time of installing CRM

By On February 13, 2012

You must have come across the above mentioned issue when installing CRM on multiserver architecture where Application server and Database server are two different machines on the network. This error occurs at the time of installing CRM on Application server.

This issue seems to be related to the database connectivity across the server, [...]

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Cannot open database requested by the login. The login failed.

By On February 13, 2012

Have you ever encountered this error message “Cannot open database [XXXX] requested by the login. The login failed. “ While installing CRM patches with SQL Server and MSSQL services both available on the same SQL server??? As the error says there might be many reasons for it to not to connect to database like network dis-connectivity, [...]

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Remove hyperlink from summary caption tags

By On February 13, 2012

In standard CRM you can see summary screen for all entities like Company, Person, Cases, and Communication. To change basic details for the company or Person entity you can choose two ways

1. Click on the Change button from Summary screen (Refer screenshot below.)


2. Click on the Summary Block hyperlink of [...]

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Remove hyperlink from list column based on value in other column

By On February 13, 2012

We can create List objects for CRM entities and add them to custom pages to load on specific tab. We can link list columns to existing entities or custom pages using Hyperlink to or custom junk functionalities available in List editing feature. However we came across the requirement where hyperlink on person name needed to [...]

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Set default action based on file extension at the time of document drop

By On January 30, 2012

In Sage CRM, we have the document drop functionality. We can drag the document on document drop icon and it will open the communication task screen with the attached document. Now suppose we want to set the default action value of communication based on the document extension. For example if the document is word then [...]

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Document upload link from other entity lists

By On January 30, 2012

Sage CRM provides document upload functionality against almost all the entities in CRM. We can use the same to upload Draft and Finalized versions of relevant documents. Recently we came across the requirement where we were supposed to show the upload link as the separate hyperlink column in custom entity list screen.

The requirement was [...]

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Remove Action Buttons using client side script

By On January 25, 2012

We had posted much detailed content earlier for removing buttons from standard screens using client side scripts. This is in continuation with the same.

When you are customize any List or Summary screen you can find there are lots of action buttons available on right hand side; for example communication search screen. On this screen you can see Find,Clear [...]

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Executing Stored Procedures using COM API methods

By On January 25, 2012

This is developer specific technical tip which can be used in CRM customizations. In customizations we usually execute sql statements using CreateQueryObj function.
For Eg.
SqlQuery = “Select comp_name from company (nolock) where comp_compname=”+sCompId;
SqlObj = eWare.CreateQueryObj(SqlQuery);
SqlObj.SelectSQL();

Here to retrieve the value of comp_name we can use SqlObj(“comp_name”).

The above [...]

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