In standard CRM, when user clicks on “New Email” button there is functionality to attach all global documents, local documents and send mail. The below screen shot is for standard functionality in CRM. But what if somebody wants to show only company library documents and attach the same to the mail i.e. you should see… Read More »
In the past (and I mean really in past) the mode of communication were pigeons and in more recent past it was messengers who would pass information and messages from once place to another. Please note that the messengers specified in the above line were actually people and should not to be confused with present… Read More »
Sounds like an interesting topic, isn’t it? Recently one of our clients came with custom requirement where he wants to show the communications in forum view in Sage CRM. Well, we took this interesting challenge and got success. Let me explain how it can be done, the features of this functionality are and how it… Read More »
Everybody must be aware of Sage CRM standard mail merge functionality. Does anybody know how to create the merge templates? Also use the same while sending mail. Suppose you want to send the mail to the person or group of persons through the mail merge functionality. However, the whole mail content except the Person details… Read More »
Everybody must be aware of the Sage CRM’s standard settings for documents uploaded for Company, Person, Cases, Opportunities and other entities. Have you ever thought how it is configured in Sage CRM and where the actual document is uploaded? Well, in this blog, I will be explaining the details on how it is maintained in… Read More »
With the growing client base Sales process becomes an integral part of the business. This is very much important task in consultancy firms as well as services industry where lots of sales and marketing people are moving around the globe to meet business minds and grow their business. In large organizations there might be 100’s… Read More »
In my previous blog, I had explained how to handle the crashing of pages by passing the parameters in URL. http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html In this blog, I would like to explain how to create the URL at Server side, access them and use them at the client side scripting. Well, this scenario mostly comes when you are… Read More »
Well, before starting off with the post I must say that this is the pure development content most probably in the interests of developers? This is the multipart series in which I will be explaining how to handle the URL’s to avoid navigation and other scripting issues in COM API development work. In this post… Read More »
Few years back most of the organizations maintained their employees, customers, leads, prospects etc details in an excel file for their reference. Then Sage introduced an advance application called Customer Relationship Management (CRM). Sage CRM provided users a platform to maintain their new information in the structured and well formed way. In CRM user can… Read More »
Earlier I had posted a blog: http://sagecrmaddons.blogspot.com/2010/12/date-ing-tips.html In which I had elaborated how to handle the date field in the custom search screen as it is little bit tedious task to do. Now in this section I will be more descriptive on how to make the date field default in the custom filters. Some days… Read More »
