Category Archives: Tab

How to give Name in Communication List for Attachment column

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 »

How to Add or Remove tabs from My CRM

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 »

Tab Control in Sage CRM v7.2

Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff:  Increase the size of Search SQL text Let’s consider an example where the user wants… Read More »

Document Management against Lead Entity

Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More »

Open Sage CRM Tabs in New Window

Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff: Show Campaign/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to… Read More »