Sage CRM - Tips, Tricks and Components

Swap Button image and button text Positions

greytrix — Wed, 16 May 2012 04:35:31 +0000

One day while doing the design of Summary page for one of the custom entities an unobvious thought came into my mind whether I can swap the positions of Button text and Button image on button control. Also following sage CRM standards I wanted to use the standard AddButton feature only tomake sure all the parameters are getting passed on the next pages. Well a few lines of Javascript on custom content can do this job very easily for you. Here is the summary.

Actual Output:

Desired output:

Script on Custom content of the screen:

< script for=window event=onload >

var oButtons = document.getElementsByTagName(“A”)

for(i=0;i<=oButtons.length-1;i++)

{

if(oButtons[i].className==”ButtonItem”)

{

var inhtm = new String(oButtons[i].innerHTML)

if(inhtm.search(“Help”)>=0)

{

//’Find image and text html

var ImageHTM = oButtons[i-1].innerHTML

var TextHTM = oButtons[i].innerHTML

//Swap

oButtons[i-1].innerHTML = TextHTM;

oButtons[i-1].style.cursor=’default’;

oButtons[i].innerHTML = ImageHTM;

oButtons[i].style.cursor=’default’;

}

< /script >

Add New Forecast Quarters to create New Forecast

greytrix — Wed, 16 May 2012 04:26:31 +0000

Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline.

Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might see an error i.e. No forecast Quarters available to create the new Forecast.

After a bit of brainstorming we found that the current year configurations are missing in the Translations. To solve this issue first we need to add a forecasting period for the current year.

Simple steps to add a forecasting period:

Go to Administration | Customization | Translations
Click on New Button.
Fill the data in the following manner.
Caption Code        : 2012-Q1
Caption Family      : Quarter
Caption Family Type : Choices
US Translation      : 2012 – Quarter 1
UK Translation      : 2012 – Quarter 1
French Translation  : 2012 – Quarter 1
German Translation : 2012 – Quarter 1
Similarly create the other translation for Period 2. Please refer below screen shot.

Once you are done with adding the Periods in Translations, then do a metadata refresh. Log off and Log on to your CRM system.

Now your sales users will be able to create a new forecasting entry for the current year.

Add custom button using Access Key in Sage CRM

greytrix — Wed, 16 May 2012 04:09:48 +0000

Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are only useable within the system screens not the ASP Pages or .Net Application extensions.

But if you want to add the custom button to a screen which is not supported by Button Group then we can add the custom button by using the client side scripting. Below is the sample code to add the custom button by using the Access Key in Sage CRM. Call the below mentioned function on screen Onload in custom content and based on your condition your button will be added.

< snip >

function AddPromoteButton()
{

            var da=document.all;
            for(var i=0;i             {
                        if(da[i].tagName==”A”)
                        {
                                    if(da[i].getAttribute(‘accesskey’)==”S”)
                                    {
                                                var href=”javascript:PromoteQuote()”;
                                                var t=da[i].parentElement.parentElement.parentElement.parentElement;
                                                var r1=t.insertRow(1);
                                                var c1=r1.insertCell();
                                                c1.className=”BUTTONITEM”;
c1.innerHTML=””;

                                                c1=r1.insertCell();
                                                c1.className=”BUTTONITEM”;
                                                c1.innerHTML=” “;
                                                var c1 =r1.insertCell();
                                                c1.className=”BUTTONITEM”;
c1.innerHTML=”Promote To Sage “;
                                                break;

                                    }
                        }
            }
}

< /snip >

In the above code, we have added the Promote to Sage button below the Save button by accessing the access key of Save (i.e. S) in the code.

da[i].getAttribute(‘accesskey’)==”S”

Suppose you want to add button below Cancel button then the condition will be as follows.

da[i].getAttribute(‘accesskey’)==”C”

Showing information messages using Content block

greytrix — Mon, 14 May 2012 08:16:43 +0000

We are very much familiar that Sage CRM provides very strong Themes based design using the eWare.css file. It has lots of pre-built CSS classes which are used by standard controls as well as they can be used by the custom controls we create. I am elaborating one such example in this blog. I came across the requirement where some information text was to be displayed to user along with continue button to navigate back. A quick idea that came into my mind was to use the Error content look for the same, however Red color for Information contents doesn’t look good hence decided to go with standard of Sage CRM to display the same in Blue color background. Refer the script used and Output below.

Script used

//’Get container block

Container=CRM.GetBlock(“container”);

//’Add message

ContentBlk = CRM.GetBlock(“Content”);

ContentBlk.Contents = “

”;

ContentBlk.Contents += “You are not authorized to view the data.”

ContentBlk.Contents += “

”

Container.AddBlock(ContentBlk);

//’Add continue button

Container.DisplayButton(Button_Continue) = true;

CRM.AddContent(Container.Execute());

Response.Write(CRM.GetPage(“New”));

Output

FreshBooks Connector for Sage Peachtree

greytrix — Mon, 07 May 2012 10:04:11 +0000

We have seen many integration solutions in past from Greytrix which usually covered Desktop <-> Desktop integration.

Today will see its foray into the Desktop <-> Cloud segment with FreshBooks The Leader in Online Invoicing and Sage Peachtree (soon to be re-branded as Sage 50 – US Edition) integration. A one of its kind giving you the Power of Cloud as well as sense of security by integrating with Sage 50 – US Edition.

Integrating these two diverse yet complementary products makes the productivity of any organization move up by several folds by avoiding accounting mistakes such as double entries, mistakes in reconciliation, etc.

Adding to it features, is its user friendly UI and a single Click Configuration screen that makes FreshBooks Connector for Sage Peachtree different from other solutions. We have to just follow the 5 simple steps mentioned below;

1. FreshBooks Setting: Fill in the FreshBooks Domain URL and required details.

2. Synchronization: Set the Date from which you want to synchronize the Invoice and Payments.

3. PeachTree Setting: Fill in the PeachTree Details such as Version, company file path etc

4. Accounts: Set the accounts such as Sales, Account Receivable, Cash etc.

5. Taxes: Set the taxes.

Once you are done with this, Connector is ready to use. Note: Above setting is a onetime Process. Now Just click on “Get Invoices” button and all the Invoices from FreshBooks would get populated as per the date set.

Clicking on “Sync Invoices” would synchronize the Invoices from FreshBooks data and generate General Journal Entries in the Sage PeachTree.

Similarly for the payments, following the similar process to create General Journal Entries for Payments.

A trouble-free, single click and uncomplicated tool, “FreshBooks Connector for Sage PeachTree” for all your Invoicing and Payment needs.

GUMU for Sage CRM integration with Sage 100 ERP

greytrix — Mon, 07 May 2012 07:48:35 +0000

GUMU™ Integration link for Sage CRM and Sage MAS 90/200 ERP (aka Sage 100 ERP) is widely known for providing a range of features and a user friendly interface to its users. GUMU™ Integration is a real time, bi-directional link that integrates your front office and back office at a real-time basis, thus changes made in one of the either systems is directly reflected in the other system. As a result your front office is well connected to your back office and vice-a-versa, giving your business a competitive edge over other competitors. Thus Users/Salespeople using the system are up to date with the latest required information and can view various details of customers, invoices and orders from either of their systems.

GUMU™ MAS Integration is available in two flavors depending on your business needs i.e. Standard and Complete Integration Suite.

* Standard Suite: In the Standard suite, Sage CRM users will be able to see 4 TABS in their Sage CRM system. These will be read only in which you can view following Sage 100 ERP information within Custom tabs under Company context;

a. View MAS90 customer tab: View all the Customer Details and other information relating to the customer present in Sage 100 ERP.

b. View Sage 100 ERP Sales Transactions (AR Inquiry) in Sage CRM: Lists all the sales transaction(s) for selected company.

c. View Sage 100 ERP Sales Orders in Sage CRM: Lists all the orders for selected company.

d. View Sales Summary in Sage CRM: It displays the information such as Sales, Cost of Goods Sold etc. for the selected Fiscal Period and Fiscal Year.

* All the above information is real time data picked from the ERP system.

* Complete Suite: This is a combination of the Standard Integration with an enhancement for Order Entry in Sage 100 through Sage CRM. The complete suite comprises of all the features that are present in the standard integration along with the additional ability to promote orders from within Sage CRM to Sage 100.

Some key features;

1. Supports Multi-Company Integration: Which means you, can integrate multiple companies of Sage 100 ERP with single instance of Sage CRM.

2. Promotes new Company, orders etc from within Sage CRM to Sage 100 ERP.

3. Users can create orders with special pricing assigned to the Item based on various combinations in Sage CRM, same way as it would have been in case of Sage 100 ERP.

4. Provides accurate customer Information and has a user friendly interface.

5. Easy Access to Sales Data over the web.

6. GUMU™ Integration is a Real time, bi-directional link, which provides the data on real-time basis for users/salespersons on their finger tip. You can access this over a external IP/TS system or using a Solo system.

With all these functions GUMU™ for Sage CRM – Sage MAS90/200 (Sage 100) ERP Integration is one of the integration an organization should have to keep competitors at their edge and be productive at the same time.

For more details you can visit our website www.greytrix.com or mail us on sage@greytrix.com

Salesperson Mapping Functionality in GUMU Sage 100 ERP integration

greytrix — Thu, 26 Apr 2012 12:37:33 +0000

In our GUMU integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90/200 Salesperson field. Please refer the below screenshot.

Once Salesperson Mapping functionality is established and territories are build it will provide all the Sage CRM users with restricted records access in Sage CRM. This functionality can allow Sage CRM users to view only their accounts.

Steps for Mapping Salesperson: – For mapping MAS Salesperson with Sage CRM users using GUMU integration,

Please make sure that you check the Integrate Account Manager with Salesperson checkbox while making GUMU configuration for that MAS company code.

If you configure GUMU integration and do not check the check box then it will not map salesperson even if you have mapped salesperson in Salesperson mapping section.

2. Go to Administration -> MAS 90/200 Administration -> MAP MAS 90 Salesperson .

3. MAP the respective MAS 90 Salesperson with Sage CRM users you wish. For eg. Please refer the below screenshot in which I have mapped MAS Salespersons with System Administrator and Brian Little CRM users.

This will map your MAS salesperson field with Sage CRM account manager/user field bi-directionally. i.e. from above mapped salespersons in the screenshot,

a. MAS to Sage CRM side:- If you import any customer from MAS 90/200 using Import Customer GUMU feature which contains Jim Gieger as a salesperson value.Then in Sage CRM while creating/updating that company, Account Manger value will be set as Brian Little as he is the Sage CRM user mapped with Jim Gieger in the Salesperson Mapping.

b. Sage CRM to MAS :- If you create any new company in Sage CRM and try to promote it to MAS 90/200 then while promoting that company to MAS, it will auto load the MAS salesperson in the salesperson field which is already mapped with that company’s Account manager field in also person mapping.

For more information on our GUMU MAS 90 Integration with Sage CRM, visit our Product Page for Trial, Videos and feature lists.

Why Notify Time Field is used in Escalation

greytrix — Wed, 18 Apr 2012 15:09:23 +0000

Sage CRM provides many features at administration level that can be used to make modifications and customizations without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM.

Escalation is a key tool of CRM to implement different kinds of functionality e.g.

1) Display Notification on Entity Screen

2) Display Message on Entity Screen

3) Send E-mail to Person or Assignment Users

4) Create Communications/Cases/Lead/Opportunity base on condition.

But sometimes the requirement is to display notification on screen whenever case is created and also display this notification to the assigned user. Please refer the screen shot given below for you reference.

To implement this we need to follow the below steps

Go to Adminstration -> Advanced Customization -> Escalation

1) Click on the New button

2) Enter value in Following fields

Rule Name:XXXXX
Table: Case
Rule Enable:Check
Trigger SQL Clause:
Click on the save button
Select XXXX Escalation from list
Click on the Change button
Click on the new button
Select Show Notification on screen list from list
Enter value in following fields

i.    Column:case_notifytime
ii.    Table:Cases
iii.    Message: #case_referenceId# is assigned to you.

11. Click on the save button

After implementing these steps users are able display the notification on screen. But we found a problem here that the users were not able to Dismiss or Snooze the selected items. So we analyzed this issue and found that we have to apply notifytime condition in Trigger SQL Clause, i.e. case_notifytime<#T. Once we applied this we were able to Dismiss or Snooze the selected notifications.

Remove New Company and New Person buttons from the New Case screen

greytrix — Wed, 18 Apr 2012 14:51:48 +0000

Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need.

Sage CRM provides us with options to Create New Company and New Person when we are creating New Case. This simplifies the process of creating New Company and then creating cases against it. The New Company and New Person buttons are provided in the For block section in the screen as shown in the below screen shot.

However the requirement was to remove these buttons as the client did not want the user to create new company or person while creating New Case, instead use the existing ones.

To achieve this we need to add the below script in the custom content section of the CommWebPicker screen.

Access field value from database and display the same on the screen using client side script

greytrix — Fri, 06 Apr 2012 13:01:42 +0000

Consider a scenario where we need to populate a field value from another table to Company Summary screen. To achieve the same we need to access the database to get the field value and then display the same on the screen.

For example FinalTotal is a field in any other table in CRM. You want this value to be populated in field on Company summary screen i.e. comp_finaltotal. The easiest way to do this will be as follows.

Edit the company summary screen from customization section. On the Create script section of field comp_lastyeartotal put the below script.

var FinalTotal = 0;

var qryfinaltotal = “select finaltotal from < your table name > where < whereclause >”;

var recfinaltotal = eWare.CreateQueryObj(qryfinaltotal);

recfinaltotal.SelectSQL();

if(!recfinaltotal.eof)

{

FinalTotal = recfinaltotal (“finaltotal”);

}

Caption = “Last Year:” + “< input type=hidden id=hdnlstyr name=hdnlstyr value=’”+ FinalTotal +”’ >”

This script will push the value to the hidden variable hdnlstyr.

Then on the Custom content area you can access this value from client side script as given below.

var FinalTotal = document.EntryForm.hdnlstyr.value;

You can use this value to whatever field you want from client side java script.