To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. Then you can check the Self Service Enabled checkbox which is available on the Self Service Details screen and click on save button in order to activate the Self Service for that… Read More »
CRM provides functionality for the Users to log into the screen of their choice. This setting can be changed from the User preference area of CRM. However, the same is still not achieved in Self Service Support Site for the Self Service users. Whenever Self Service users login to the support site they may see… Read More »
Coming quickly on the heels of Pro Web order entry in Sage CRM was Pro multi company integration. Like Pro Web order entry, this too uses the existing Sage CRM and Sage Pro connection. I do not want to sound like Nicolas Cage search on another treasure hunt but this was possibly the missing piece… Read More »
Usually in SQL, date gets saved as ‘2009-07-27 00:00:00.000’ but when we run the query or call date from any application the SQL gives us the date in desired format like ’07/27/2009’. How does it work? SQL has set of formats according to the different languages for example ‘British’, ‘Dutch’, ‘German’, ‘English’ etc. By Default… Read More »
Have you ever tried importing Bulk Data in SageCRM and received Time Out Script error? Despite of SQL settings there is one more area where we need to check if everything is ok or not. Metabase.XML If you have IIS 6 installed with your system; you will get this file at systemroot System32 Inetsrv folder… Read More »
FOP i.e. Formatting Objects Processor is one of the very efficient print formatter driven by XSL formatting objects. It is an application which is based on JAVA that reads a formatting object tree and then converts it to the desired output format according to the requirement and parameters we specify. The formatting object tree can… Read More »
Upgrading SageCRM to 6.1? Attention: – few nVarchar fields in SageCRM 6.0 are now Changed to nText in SageCRM 6.1 During a development session at our end, we came to know about these changes in SageCRM v6.1. Some of the fields from table Custom Captions were of type “nVarChar” up to version 6.0 of SageCRM.… Read More »
As per the standard Sage CRM functionality, Company (any Standard Entity i.e. Person, Communication, Lead, Opportunity, Cases) search screen retains results when user navigate away from the search screen and return to it. Bur this is not applicable for any custom entity search screen. Custom search screen does not display search results when user navigates… Read More »
Consider a scenario when there is a relation between 3 fields like Company, person and opportunity. Now in SageCRM, we need to display the values in that dropdown fields. There can be 2ways to achieve this: 1. By using SSA field of standard CRM functionality.2. By using selection list and fill it run time using… Read More »
We had already posted how this functionality will work from within CRM. Please follow the link below to refer the post. http://sagecrmaddons.blogspot.com/2009/07/threaded-communication-view.html Now it’s also possible to have this functionality in CRM Self Service web site. Self service users that are assigned the rights to access Self service website from CRM can login to the… Read More »
