In Sage CRM we have an option to view the records we have recently visited using Recent button. When we delete a record in the custom entity the instance from the recent list is also deleted. But has anybody come across the below error in CRM when accessing a record from Recent List.
CRM follows a nice procedure of soft deletion of records for all the tables to maintain the consistency of the data. It also has a confirm delete functionality wherein when any user deletes any entity record he is redirected to new screen with Confirm Delete button. When we design custom entity through wizard, we get [...]
They say “Necessity is the mother of invention”. We, at Greytrix just found out how. This happened when we were in the process of developing GUMU for Sage CRM – ACT! migration. For the benefit for those who have heard this for the first time, the product enables the [...]
Want to search for duplicate entries for Email records? Need a routine to get rid of duplicate entries?
Solution:
We have a workaround which can easily search for duplicate Emails for the person. Also it will allow the user to delete the Email Addresses which are repeated. We will provide a new Tab named “Searching [...]
Need to delete Product Records?
Solution:
We can provide a new Button named “Delete” button in product entry screen. When any particular product summary detail page is opened, in that screen this button will be available. On clicking that button it will easily delete record.
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