In standard CRM you can see summary screen for all entities like Company, Person, Cases, and Communication. To change basic details for the company or Person entity you can choose two ways 1. Click on the Change button from Summary screen (Refer screenshot below.) 2. Click on the Summary Block hyperlink of Summary screen. (Refer… Read More »
We can create List objects for CRM entities and add them to custom pages to load on specific tab. We can link list columns to existing entities or custom pages using Hyperlink to or custom junk functionalities available in List editing feature. However we came across the requirement where hyperlink on person name needed to… Read More »
In Sage CRM, we have the document drop functionality. We can drag the document on document drop icon and it will open the communication task screen with the attached document. Now suppose we want to set the default action value of communication based on the document extension. For example if the document is word then… Read More »
Sage CRM provides document upload functionality against almost all the entities in CRM. We can use the same to upload Draft and Finalized versions of relevant documents. Recently we came across the requirement where we were supposed to show the upload link as the separate hyperlink column in custom entity list screen. The requirement was… Read More »
We had posted much detailed content earlier for removing buttons from standard screens using client side scripts. This is in continuation with the same. When you are customize any List or Summary screen you can find there are lots of action buttons available on right hand side; for example communication search screen. On this screen you can see Find,Clear… Read More »
This is developer specific technical tip which can be used in CRM customizations. In customizations we usually execute sql statements using CreateQueryObj function. For Eg. SqlQuery = “Select comp_name from company (nolock) where comp_compname=”+sCompId; SqlObj = eWare.CreateQueryObj(SqlQuery); SqlObj.SelectSQL(); Here to retrieve the value of comp_name we can use SqlObj(“comp_name”). The above example is for the… Read More »
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More »
Recently I came across a problem with OnChangeScript in sage CRM version 7.1. Somehow OnChangeScript for search select advanced fields doesn’t like the script to be on multiple lines! i.e. Below written script doesn’t work: id = document.EntryForm.comp_type.value; alert (‘comp_type:’+id); and Below written script works: id = document.EntryForm.proj_companyid.value;alert (companyid :’+id); First script gives the following… Read More »
Cloud or Hosted solutions are the buzzword businesses are looking at for moving their ERP or CRM solutions. But there may be a need to get your data in-house. We often come across this query and same has been discussed many a times on Sage CRM Community. Putting this in our blog for our readers… Read More »
In my earlier post I had explained the different workarounds if the user gets the below error. https://www.greytrix.com/blogs/sagecrm/2010/04/error-exporting-reports-to-excel-in-crm Recently, I faced the same issue while exporting the Sage CRM standard report into Excel. However when I run the report by setting Display Options as Screen/ Print Preview, then the report runs without any error. Looking… Read More »
