Sage CRM - Tips, Tricks and Components
Exporting screen details to different word templates is one of the essential features of any business software. In our day to day business we come across many scenarios where we need to export the details to predefined word document template so that we can send the same by post or hand over printed copy to [...]
In Sage CRM we are able to view the Customer related details in a list format for e.g. Customer Address, Cases, Communication, documents. These details are displayed in List or Grid format in CRM.
Using list format we can provide a variety of functionalities in CRM for e.g. we can add a hyperlink for [...]
The Administration section Sage CRM provides option not only to add new fields in an entity but also to change the entry type, Caption, Entry Width etc of the existing fields. Once altered these changes get reflected on the screen wherever used. But recently I came across a strange issue. The requirement was to change [...]
Recently I came across a scenario when I tried logging into the SalesLogix client, an error popped up saying “Unable to initialize Data Dictionary Invalid Object Name “SYSTEMINFO”. It’s a strange issue as a day before I was able to login into the system.
Initially I thought SQL services of my machine/server moght be disabled/not [...]
Sage CRM allows running External JavaScript file to create new record or update the existing records. For example if we create new company records in bulk based on the certain specified condition or want to update the same; Importing or updating the company data by using the external JavaScript file is relatively very easy as [...]
Sage Salelogix provides an easy and robust way for performing the customizations and creating the bundles of the same. Bundles then writes back each change to each table in the Saleslogix database that was edited. It thus helps implementers, Pre-Sales Consultants and Certified Partners to reuse the package, for implementation specific Customizations easily.
Recently while [...]
Usually we come across some challenges while modifying Sage CRM as per customer’s requirements. Some modifications are achieved just by performing some simple changes in translations; however for few others scripting is required. Recently I had a customization where I had to display a communication list in a custom page and display the same in [...]
We are sure you must be aware that with the release of Sage CRM 7.1 Sage is no longer supporting the new Sage CRM 7.1 integration with Sage Pro ERP. Since we already had the experience with our Greytrix Web Order Entry for Sage Pro ERP we further enhanced it and have released integration for Sage [...]
Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM latest versions like version 7.0, version 7.1 integrates with more advanced Sage 300 (Accpac) versions like Accpac 6.0, 6.1 etc. Now process of implementation is very easy and straight forward as far as new installation is concerned, however when [...]
For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients; [...]
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