Sage CRM standard functionality allows us to add multiple types (Text, Selection List, Multi-Select, Search Select Advanced etc.) of entries in an entity and showing them for at the entity level for informative purposes. In Sage CRM 2021R2, they have removed unused and added more frequently used fields and tabs to the default screen objects… Read More »
It is possible to customize Sage CRM in different ways, to meet user requirement. There are many customization option in Administration. So in this Blog we are going to see how to create a secondary Entity for Standards Entity. Sometime if organization is using Opportunity entity to store all of their Projects in Sage CRM. It… Read More »
Hi folks! As we know Sage CRM has its own default themes defined which are version specific. You must be acquainted about how we can change the default themes or create our own themes in CRM. Below is the link for your reference. Adding a new Theme to Sage CRM New Stuff: GUMU Customizer – Adding… Read More »
In my earlier post I had explained checkpoints that needs to be checked before using .Net API. http://sagecrmaddons.blogspot.com/2011/04/sage-crm-net-api-check-points.html Today I will be explaining the some of the development tricks that I have observed while writing Sage CRM code in .Net API. 1. Tab focus: After clicking on Continue button and navigating to Summary tab, the… Read More »
Everyone must be aware of Sage SalesLogix standard functionality of adding different tabs under main entities by adding the forms under smart parts section of that entity. Other properties that need to be set are “Target Workspace” property to TabControl and “Show In Mode” property to Detail. But what if you are setting all these… Read More »
Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More »
Seems like a bit strange question right? Why would someone change the caption color of the Tab in CRM, given the Themes provided do this job very well and some googling around can get me many suggestions to design the custom themes? One thing we always believe is that the requirement never has bounds and… Read More »