Sage CRM standard functionality allows us to add multiple types (Text, Selection List, Multi-Select, Search Select Advanced etc.) of entries in an entity and showing them for at the entity level for informative purposes. In Sage CRM 2021R2, they have removed unused and added more frequently used fields and tabs to the default screen objects… Read More »
Sage CRM can be customized many ways, but some time user wants to undo the changes which have been done before. Suppose some time it happed that user has created number of Group which he may need to remove if there is no longer in use. So user can also delete this Group that have… Read More »
With the release of Sage CRM 2018 R2, some of the coolest features of screen calibration were announced. One of these feature includes “Display three-line menu”. New Stuff: Masking Email and Phone Number in SAGE CRM Display 3 Line Menu option has helped optimizing the Main Menu for long item names and narrow screens. Users can… Read More »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More »
Hello everyone! As we know that SAGE CRM is enriched with number of functionalities such as maintaining Customer records, creating communications against customers, attaching documents in communication record, etc. The communication list also display records with attachment but it doesn’t allocate the “Column Name” to it. Can we give suitable name to the column for… Read More »
Hi folks! As we know Sage CRM has its own default themes defined which are version specific. You must be acquainted about how we can change the default themes or create our own themes in CRM. Below is the link for your reference. Adding a new Theme to Sage CRM New Stuff: GUMU Customizer – Adding… Read More »
This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »
While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus… Read More »