Sage CRM - Tips, Tricks and Components
From the monthly archives: November 2010
Greytrix has released GUMU(TM) for Sage Saleslogix – Sage Pro Integration for Sage Saleslogix version 7.5 and Sage Pro2010. This is a real time bi directional integration between Sage Saleslogix and Sage Pro Integration.
Features:
Multi-Company Integration – GUMU(TM) for Sage Saleslogix – Sage Pro Integration allows you to integrate multiple Sage Pro companies with [...]
The standard SageCRM functionality allows us to integrate with Pro system. But there are certain enhancements which we can add to make it more useful for Sage CRM users. After the very successful Sage CRM – Sage Pro Order Entry add-on (http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-web-oe-for-pro.html ) we have developed more components for showing data from Sage Pro [...]
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox.
In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other [...]
In my earlier post:
http://sagecrmaddons.blogspot.com/2008/07/multiple-line-items-entry-on-single.html
I had mentioned that we have a tool that can add Multiple Line Items entry on Single Button Click.
This tool provides an interface which includes an editable grid. Using this grid user is able to add the record data row-wise by using New Entry button and can save [...]
Has anyone come across a situation where SageCRM has logged out on hitting the Cancel button of a communication screen that also has a custom tab?
Recently while doing the customization I encountered the same problem. Let me explain the steps that give me the error.
1. I created a new tab “Test” in [...]
Recently in a customization I was doing for a client I had to add a list block in a custom page. On clicking on the hyperlink on the list the page redirects to the communication summary page. I noticed a strange thing happen, whenever I am on the standard communication summary screen redirected from this [...]
Everyone must be aware of SageCRM standard functionality of Key attribute Data which is used for setting dynamic data associated with primary entities. (i.e. Companies, Cases, Leads, Opportunities)
These Key Attribute sets are divided into user defined categories and System categories. See screen shot below.
Recently I [...]
Greytrix has released GUMU™ for Sage Saleslogix – Accpac Integration for Sage Saleslogix version 7.5 and Sage Accpac version 5.6. This is a real time bi directional integration between Sage Saleslogix and Accpac Integration. Features:
Multiple Company Integration – GUMU™ for Sage Saleslogix – Accpac Integration allows you to integrate multiple Accpac companies with a [...]
What all methods do we need while updating data to the CRM database? We can use CreateRecord, FindRecord or either simple Update query and ExecSql can also update the data in CRM database as per our need. Now the hitch is always when the date field comes into picture. Consider the scenario, you have created [...]
“I am going to tweak our SageCRM to allow recurring tasks”, I told my boss. This was soon after our meeting where a task was assigned to me which and needed to be done every week. We knew that SageCRM does not allow recurring tasks like it does for recurring appointments. I took up the [...]
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