Sage CRM - Tips, Tricks and Components
From the monthly archives: February 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 [...]
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; [...]
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, [...]
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, [...]
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.)
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 [...]
Blog Archives
- May 2012 (6)
- April 2012 (5)
- March 2012 (7)
- February 2012 (6)
- January 2012 (6)
- December 2011 (3)
- November 2011 (5)
- October 2011 (8)
- September 2011 (5)
- August 2011 (9)
- July 2011 (9)
- June 2011 (13)
- May 2011 (10)
- April 2011 (10)
- March 2011 (6)
- February 2011 (5)
- January 2011 (6)
- December 2010 (9)
- November 2010 (10)
- October 2010 (8)
- September 2010 (8)
- August 2010 (8)
- July 2010 (7)
- June 2010 (8)
- May 2010 (7)
- April 2010 (7)
- March 2010 (1)
- February 2010 (1)
- November 2009 (2)
- October 2009 (7)
- September 2009 (9)
- August 2009 (16)
- July 2009 (15)
- June 2009 (18)
- May 2009 (24)
- April 2009 (22)
- March 2009 (10)
- February 2009 (6)
- January 2009 (5)
- December 2008 (22)
- November 2008 (4)
- September 2008 (8)
- August 2008 (30)
- July 2008 (5)
- June 2008 (3)
Tags
Bi-Directional Case Communication Company CRM7.0 Custom Date Delete document Email Entity Escalation Field GUMU import INTEGRATION Lead library MAS 90/200 merge Multi-Company MultiSelect opportunity Opporunity Order Order Entry Person Phone REAL TIME Report Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage Pro Sage Saleslogix screen search select advance self service SSA summary report task territory Uncategorized web client workflow
