Sage CRM – Tips, Tricks and Components

Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!

Monthly Archives: December 2008

Date Calculation considering Federal Holidays.

Now we can Schedule the tasks and appointments End Date excluding the Weekend and Federal Holidays. Below Mentioned Federal Holidays will be taken care of with this Script. New Years Day: Tues., Jan. 1 Martin Luther King, Jr.: Mon., Jan. 21 Washington’s B’day: Mon., Feb. 18 Memorial Day: Mon., May 26 Independence Day: Fri., July… Read More »

Dynamic selection for the Multi Selection fields.

Currently, there is no functionality available which allows user to fill one multi select field based upon the another multi select field dynamically. Solution:We have a tool which does the same. Suppose there are two multi select fields named Category (i.e. pers_category) and Sub Category (i.e. pers_subcategory) under the Person Entity. The Selection options for… Read More »

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Sage CRM – Tips, Tricks and Components

Monthly Archives: December 2008

Date Calculation considering Federal Holidays.

Dynamic selection for the Multi Selection fields.

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