Currently viewing the tag: "Users"

Data Import Routines

By On April 8, 2010

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 [...]

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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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Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level?

By On December 20, 2008

When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not.

We can use the following code to resolve the problem:

function UpdateRecord()
{
var [...]

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Creating User Multi Selects

By On December 18, 2008

Currently this facility of Multiple User Select field is available for Communication Table only. It does not work for other tables because the User multi select writes into a field of data type ‘Int’ and as an ‘Int’ field it could not store multiple values in same field and needs a link table to store [...]

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Globally scheduling the cases across users

By On August 30, 2008

Are you willing to find Cases categorized on the basis of User?
Would you like to provide the user a feel like Calendar; while accessing Cases?

We have a workaround which will help you to search the cases on the basis of user and its status. Also it shows pictorial representation of Cases you see [...]

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