Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Entity"
Ideally speaking this will not be an out of box feature that everybody needs in CRM, however I came across many such requirements these days where people either wanted to use id fields on the screen as unique reference values. Some just wanted to display them on the screen for viewing purpose. Some wanted to [...]
In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from.
Notification at escalation rule. Notification at entity level.
Let me just clarify the working of each one so that you would be in a position to know which one would [...]
This is a term that we normally come across in Accounting and ERP packages and not in CRM. In SageCRM we do have tracking in Case and Opportunity which comes close to auditing but it is not actually auditing. It is more of tracking of the phases that an opportunity or a case goes through [...]
Last weekend I got a chance to visit a holiday resort by the lake side. It was just heavenly with the silence and peace, to be woken up in the morning by the chirping birds rather than the blackberry alarm, trekking, swimming. Ahhh! Just awesome. The hectic life in the city does make you appreciate [...]
Very strange for CRM functionality, but for one of our clients we came across the requirement where the Phone and E-mail panels on Company entry screen were required to be removed. They have a process implemented wherein they enter these details afterwards from within Company tab group.
This [...]
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 [...]
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 [...]
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