Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Custom"
Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post
http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx
Using the above link we were able to enable the workflow for the Secondary [...]
Primary keys in SQL tables allow us to uniquely identify the rows. These keys also allow us to establish the relationship between tables based on foreign key-primary key concept.
Though we can have different id field names in CRM tables, the standard primary key feature is well maintained with field names like “_” (e.g. Case_CaseId). [...]
Creating an entity in Sage CRM is no more a headache using standard Sage CRM custom entity wizards. These wizards are capable enough to generate all the entity pages along-with the workflow for the same.
Now suppose we have created an entity through custom entity wizard, but you are not using the pages and [...]
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be [...]
As per the standard Sage CRM functionality, Company (any Standard Entity i.e. Person, Communication, Lead, Opportunity, Cases) search screen retains results when user navigate away from the search screen and return to it.
Bur this is not applicable for any custom entity search screen. Custom search screen does not display search results when user navigates [...]
Worldwide developers face this that they have to write longer and longer Table Level Scripts to make business logic work and a single issue will force them to create multiple Component files again and again to modify the TLS.
I wonder if anyone knows there is a way to avoid this nuisance by using [...]
GROUPS is a very efficient feature provided by SAGE CRM using which we can collectivelly refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc.
Now, what if you want this functionality for [...]
Can we create a Template for Custom Entity in SageCRM? No. Then what to do if we want to send an E-Mail with a Template which contains fields from custom entities?
We have solution.
We have developed an component which will create a Template containing fields from custom Entity which we could be able to [...]
As per the standard SageCRM functionality we could use the Mail Merge functionality with Standard Primary entities only.
Do you want to activate this functionality for Custom Entity?
We have developed a component so we could be able to use Mail Merge functionality with Custom Entity. We can Add the fields from Custom Entity [...]
Description:
Have you seen the option of New Company and New Person on New Opportunity screen?
While creating a new Opportunity we can create a New Company as well as New Person for that particular Opportunity.
What shall we do if we need same functionality for any custom entity?
Solution.
We have [...]
Blog Archives
- May 2012 (6)
- April 2012 (5)
- March 2012 (7)
- February 2012 (6)
- January 2012 (6)
- December 2011 (3)
- November 2011 (5)
- October 2011 (8)
- September 2011 (5)
- August 2011 (9)
- July 2011 (9)
- June 2011 (13)
- May 2011 (10)
- April 2011 (10)
- March 2011 (6)
- February 2011 (5)
- January 2011 (6)
- December 2010 (9)
- November 2010 (10)
- October 2010 (8)
- September 2010 (8)
- August 2010 (8)
- July 2010 (7)
- June 2010 (8)
- May 2010 (7)
- April 2010 (7)
- March 2010 (1)
- February 2010 (1)
- November 2009 (2)
- October 2009 (7)
- September 2009 (9)
- August 2009 (16)
- July 2009 (15)
- June 2009 (18)
- May 2009 (24)
- April 2009 (22)
- March 2009 (10)
- February 2009 (6)
- January 2009 (5)
- December 2008 (22)
- November 2008 (4)
- September 2008 (8)
- August 2008 (30)
- July 2008 (5)
- June 2008 (3)
Tags
Bi-Directional Case Communication Company CRM7.0 Custom Date Delete document Email Entity Escalation Field GUMU import INTEGRATION Lead library MAS 90/200 merge Multi-Company MultiSelect opportunity Opporunity Order Order Entry Person Phone REAL TIME Report Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage Pro Sage Saleslogix screen search select advance self service SSA summary report task territory Uncategorized web client workflow
