We know how to add user select fields on the screen and use them for assigning users in various business processes. Sometimes you can observe strange behavior of User select fields on some screens. Sometimes you see them as selection fields and sometimes as a text box with magnifying glass. Well, it’s not a strange… Read More »
Sage CRM has very well implemented Entity structure to address the concerns of many business modules and efficient methods to access them from COM API as well as external utilities. We can design and implement Primary as well as secondary entities on the fly based on the requirement. All these entities are consolidated under single… Read More »
As you might be familiar with the standard import processes, you can upload data using CSV as well as Excel files. Excel stores the data column-wise hence we don’t get data type conflict errors so often. However in CSV the data is stored comma separated and sometimes programs don’t understand the data type of the… Read More »
As you might be familiar with the standard import processes, you can upload data using CSV as well as Excel files. Excel stores the data column-wise hence we don’t get data type conflict errors so often. However in CSV the data is stored comma separated and sometimes programs don’t understand the data type of the… Read More »
When we add new custom screens in Sage CRM, we always make sure that the look and feel of the screen is in synch with the standard screens in CRM. List and filter screen are amongst the common screens which we create for the custom entities. However there can be a little catch in adding buttons… Read More »
Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add… Read More »
Sage CRM has made the component development through dot net very much easy by providing .Net API development kit. It provides standard code templates for developer to generate the custom pages on the fly. In order to create simple new data page, summary or list page, all we need to do is just inherit the… Read More »
In Sage CRM users can create new entities and use them to serve various business processes. You must be aware that one can add the entity easily in the Sage CRM using the Advanced Customization wizard. Recently I developed the one for one of my clients. All went fine until my client requested to add… Read More »
Sage CRM standard functionality allows us to add multiple types (Text, Selection List, Multi Select, Search Select Advanced etc) of entries in an entity and showing them for at the entity level for informative purpose. What if you have created a field with wrong data type? Has anyone thought how one can change the data… Read More »
In our day to day business touch base e-mails is an essential activity. Also in the banking and wealth management sectors sending welcome emails as well as the account statements is the regular process. Although there is an efficient way of doing this through emails, still many business sectors follow the industry wide standard of… Read More »
