Currently viewing the tag: "task"

Recurring Tasks in SageCRM

By On November 1, 2010

“I am going to tweak our SageCRM to allow recurring tasks”, I told my boss. This was soon after our meeting where a task was assigned to me which and needed to be done every week. We knew that SageCRM does not allow recurring tasks like it does for recurring appointments. I took up the [...]

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One Click Notification to CRM users from System Administrator

By On September 16, 2009

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; [...]

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Set Recurrence for a New Task in SageCRM

By On August 11, 2009

The existing SageCRM functionality allows you to create a new “recursive” Appointments but not a recursive Tasks. I am not sure why this two way approach was implemented. I am sure there must be a lot of thought process involved in this one. But I can have recursive tasks [...]

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Multi-user tasks in Sage CRM.

By On June 19, 2009

There is the functionality provided by Sage CRM where we can go and create a task for the single user, but what if we need to assign the tasks for the multiple users based on the months and days?? Here is the component which does the same.

Installing this component you can see the new [...]

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Customizing screen for follow up task

By On April 24, 2009

Suppose you want to do some customizations on the screen for the Follow Up task only and at the same time you don’t want them to be applied for New Task that we create.

Here the first question that will come to your mind is how you will identify that it is the new [...]

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Reschedule the Task and Appointments for Particular User in SageCRM

By On December 15, 2008

Now we can REschedule the tasks and appointments for any particular user (i.e. to postponed communications for within the range of dates).

It will provide a new tab in the “My CRM” context which will provide a screen to accept user name and date (from and to). It will display the list of all the [...]

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