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… Read More »
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;… Read More »
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, but what… Read More »
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,… Read More »
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 Summary screen. (Refer… Read More »
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… Read More »
