Category Archives: Checkboxes

Show Original Currency Value in Sage CRM Reports

Sales Module of Sage CRM comprises of various different entities such as Opportunity, Quotes, Orders, and Forecast etc. One of the major element of these entities is the Currency value. Since every country has its own Base Currency, Business or Sales done in these different territories must have to be dealt with its respective currency… Read More »

“Quick Find” Functionality in SAGE CRM 2018 R1

Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018… Read More »

Control Access Rights of Entity tabs in Sage CRM

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not… Read More »

How to select All records from the list with single checkbox by using JavaScript in Sage CRM?

As we all knows that Sage CRM fully supports client side scripting languages like JavaScript, JQuery etc. There can be a various purpose of using JavaScript in CRM but commonly we use for hide and show of fields or to populate value in one selection field based on selection made in another field. Today we… Read More »

Hide Follow-up fields from the Communication screen in Sage CRM

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »

Eliminate Type field in Company Entry Screen of Sage CRM

Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More »