Author Archives: greysagecrm

How the address is arranged over multiple lines?

In Sage CRM, you can see address of Person arranged over multiple lines as shown below. This is because the corresponding view under the Address entity is written as follows. CREATE VIEW vAddress AS SELECT ISNULL(rtrim(Addr_Address1), ”) +’ ‘+ ISNULL(rtrim(Addr_Address2), ”) +’ ‘+ ISNULL(rtrim(Addr_Address3), ”) +’ ‘+ ISNULL(rtrim(Addr_Address4), ”) +’ ‘+ ISNULL(rtrim(Addr_Address5), ”) AS Addr_Street,… Read More: How the address is arranged over multiple lines? »

Date fields in task and appointment

I see most of the new users/developers training on SageCRM face this question while they work on Appointments and Tasks module. In sage CRM logic used for “Comm_DateTime” and “Comm_ToDateTime” field in Tasks/Appointment is bit difficult to understand. Developers don’t understand how the validation of date range occurs. Here I will explain you how the… Read More: Date fields in task and appointment »

Why my Library View Attachment button is not available after reinstallation?

Have you guys ever experienced such problem where you are not able to view the document uploaded in SageCRM? This problem may occur in different circumstances and would be faced by lot many peoples using SageCRM worldwide. Let me share one such instance I had faced. One day I started my demo machine to setup… Read More: Why my Library View Attachment button is not available after… »

Enable external access for CRM entities from within CRM

We all know that updating webservice table field in Custom_tables to “Y” opens the entity for access through the webservices, but can you ask CRM administrator to fire query to do this? Absolutely not. There is relatively simpler way to do this from CRM which is as follows. A) Log In to CRM B) Go… Read More: Enable external access for CRM entities from within CRM »

Sending an e-mail to customer Case is created

In Sage CRM, for creating the case there is standard workflow or we can create the new workflow as per our requirement also. Not only for cases, workflow can also be defined for other entities like opportunity, lead, etc. In workflow, there is one action as “Send E-mail”. This action is used to send emails… Read More: Sending an e-mail to customer Case is created »

Mirror fields in Sage CRM

In Sage CRM, is it possible to create same column name in two different tables? Yes, it is possible. Mirroring a Field stands for creating a column with the same name and same signature in two distinct tables. To understand these in a better way assume that not only I want to create a field… Read More: Mirror fields in Sage CRM »

Set field text type to Password on CRM screen at run time

There are different field types provided by SageCRM by standard. One thing we don’t find is Password type. The difference between normal text field and password field is that what is entered into a password field shows up as encoded character on the screen. This is of course, to prevent others from reading the password… Read More: Set field text type to Password on CRM screen at… »

Set field length at run time in Sage CRM

There are different types of fields in Sage CRM. Well obviously we can change/set the field length as per our convenient and depending upon the data that would be user filling while entering the data. Suppose we need to change the field length then you need to do refer the below link. https://www.greytrix.com/blogs/sagecrm/2008/12/29/changing-field-length-of-a-text-field/ Alternate way… Read More: Set field length at run time in Sage CRM »

Opening TCP-IP port to access SLX Web Reports from outside network

Recently I came across a scenario when running the SLX web reports; I am getting the friendly error screen. Day before I was able to access the same. Initially I thought some IIS settings might be changed on server. Therefore I ran the SLX reports on the server and found that it is working. So… Read More: Opening TCP-IP port to access SLX Web Reports from outside… »

Linked Search select advanced fields on custom entity screen

As we all know about the basic function of the Search Select Advance i.e. SSA field is to ‘Find ’ and “Select”. This helps to reduce the time, efforts and avoid data entry errors. Let us understand how the standard SSA works. In context of an Opportunity, whenever we select a company by clicking on… Read More: Linked Search select advanced fields on custom entity screen »

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Author Archives: greysagecrm

How the address is arranged over multiple lines?

Date fields in task and appointment

Why my Library View Attachment button is not available after reinstallation?

Enable external access for CRM entities from within CRM

Sending an e-mail to customer Case is created

Mirror fields in Sage CRM

Set field text type to Password on CRM screen at run time

Set field length at run time in Sage CRM

Opening TCP-IP port to access SLX Web Reports from outside network

Linked Search select advanced fields on custom entity screen

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