Category Archives: Sage CRM7.3

File Outbound Emails in Sage CRM

Sage CRM’s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this you need to integrate the Outlook with CRM. New Stuff: Control Access Rights of Entity tabs in Sage CRM While sending an email from CRM to any registered email id against… 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 »

Display Entity’s Record Id on Screens in Sage CRM

Sage CRM’s various entities, be it Primary or Secondary have a unique identity value generated against each of its records. This id values getting auto-generated reduces the efforts of developer in order to create a unique identifier for the entities. Though these values are visible at Database level, there is no standard way of displaying… Read More »

Freeze the position of buttons in Sage CRM screens

There is no doubt in the efficiency of Sage CRM in terms of maintaining and managing the data. One of the added feature is the look and feel, the user-friendly UI of all CRM entity’s screen which helps the User to understand data entry functionality quite easily. One of the minor drawback of this UI… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »

Allow users to edit additional user preferences options on their own.

In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »

Add Profile rights for User’s Parent territories and their Sibling territories.

Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »

Using Restrictor field with Search Select Advanced field in Sage CRM

Search Select Advanced Fields in Sage CRM is one of the powerful tool which helps to sort and search the data efficiently. Just by inputting first few letters of the data, it reduces the search results by sorting the data from the entity’s master table. SSA field of Sage CRM has itself got various properties… Read More »

Append User Name on My CRM Menu Option in Sage CRM

Sage CRM has always been helpful to manage and maintain Customer relationship data with an ease. It has always been easy to accommodate various customizations with different programming libraries such as jQuery, Javascript or say Client side API. Earlier, we had explained how you can append Logged in user name to Custom tabs. You can… Read More »