Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Communication"
Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This [...]
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity [...]
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox.
In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other [...]
Uploading the requirement and concepts documents for our prospect companies in CRM is something that we do very often. Sometimes the documents count for some of the companies go above 100 considering the multiple opportunities we discuss with them. Well the hitch in this operation is the Create Communication checkbox on new document screen as [...]
As per Standard functionality of SageCRM , we can send E-mail to the person by entering his Email Id in “To” field. But can you Show the selected person Email id in “To” field from Custom Grid? Well, the answer is Yes. In this blog I would like to present the easy and simple way [...]
As the world is growing fast and the life is running rapidly, we the human beings need to be always on the wheels to run even faster. Same phenomenon also applies in several businesses nowadays where we want every single thing to be automated in order to avoid the human interference and hence the chance [...]
With reference to the blog written by Jeff
http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx
We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only
Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; [...]
I had posted a blog some days ago explaining disadvantages of Window’s Onload Event method (“for=window event=onload()”) in Custom content for Person Entry Screen. Here we mentioned that this Onload Event works fine for Person area, but it affects the Lead Section where we use Add or Find Button for linking the lead with person.
[...]
You must have observed this feature on various blogs and forums sites. The Title of main topic of discussion is on the top and there is the plus sign clicking which we get the tree view of all the previous communications regarding that particular topic.
CRM also has the Communications feature built in. We can [...]
Going by the saying, “Practice what you preach”, Greytrix is using SageCRM extensively for the past 6 years. Although we are a GOLD development partner and one would think that our internal SageCRM would be loaded with all kinds of “funky” add-ons and “cool” customizations and add-ons but the fact is that our internal CRM [...]
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