From the monthly archives: August 2010

Communication Attachments in Self Service

By On August 30, 2010

In day-to-day life maintaining documentation for everything is quite a cumbersome task. Sage CRM has endowed with a nice tool to upload/download an attachment for main entities like Company, Person, Cases, Opportunities, and Communications etc. CRM user can attach issue or new prospect related documentations within CRM, but have you ever thought of making available [...]

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Edit E-mail before sending it through workflow

By On August 30, 2010

There is Send email workflow action provided for this under standard workflow. This functionality is quite efficient for email sending if no complicated e-mail design is involved.

We were requested the twist in this e-mail sending functionality for one of the custom entities on our client’s Sage CRM system. Though the entity was custom [...]

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FOP shell command

By On August 23, 2010

Apache FOP is the tool being used in Standard CRM installation to generate the PDF reports. The phenomenon works on the basis of Extended Style sheet Transformation methodology. We had posted the detailed information on this topic before. Please go through the below link to refer the same.

http://sagecrmaddons.blogspot.com/2009/07/file-to-pdf-conversion-using-fop.html

As per the block diagram [...]

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Generate Excel/PDF reports on standard Sage CRM entities externally

By On August 18, 2010

Reporting is one of the essential parts of today’s business oriented software’s. It forms the base for analyzing growth of organization and on the other hand also enables us to track the client request-response which helps us in maintaining splendid relationship with client.

Sage CRM has come up with powerful reporting solutions to suit [...]

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Greytrix Integration and Migration Solutions for Sage

By On August 14, 2010

We’ll see today some nice graphical presentation of Greytrix migration and integrations solutions created specially for Sage Product Lines better know as ‘GUMU’ Solutions for Sage.

As we tell all our partners for any of your integration or migration needs visit our website http://www.greytrix.com or email us on sage@greytrix.com and we may [...]

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Convert Selection field to Multiselect

By On August 13, 2010

It seems to be pretty straight forward task that can be done directly at database level, but do I really need to go at CRM database level to fire the queries and take risk with the metadata? Absolutely not!!

I had custom entity named Project wherein I added a selection field named proj_assignedgroup to understand [...]

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Re-Organization Charts

By On August 11, 2010

The relationship tab in SageCRM is another way to portray relation or linking between various entities. The relationship tab allows the user to select a child or a sibling to the parent i.e. the entity under which the relationship is created. But what is missing is a feature to add a sibling to the child. [...]

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GUMU for Sage CRM – Sage MAS 500 ERP Integration

By On August 3, 2010

Greytrix has released its latest version of GUMU SageCRM integration with Sage MAS500 ERP. This is a real time bi-directional integration between SageCRM and Sage MAS 500 ERP. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise we have dropped some unwanted and cumbersome steps [...]

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