Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More »
Few days back I had a conference meeting with my one of important client. This call had been included around 8-10 members from client side working with different positions within different department and 4-6 persons from our organization. Before this meeting I was trying to create an appointment which was supposed to consist of all… Read More »
Documents and library are the most efficient and useful functionalities in Sage CRM, however when we plan to move library folder to some other storage media or on other server there are number of security concerns that must be taken into consideration. We have posted several topics on this blog site to help you with… Read More »
Everyone must be aware of using AJAX Request and Response functionality. Has anyone thought of implementing AJAX functionality in Sage CRM? Well, the answer is yes, you can use the AJAX functionality from within Sage CRM. Some days ago, I came across a request on the forum stating that fetching the response from Web service… Read More »
In day-to-day life Data Manipulation and Data Security is one of the most essential farm duties need to keep up in an organization. In the business where data is maintained in a huge way in Sage CRM, need proper data maintenance in order to provide better sanctuary and good performance. Now to achieve the data… Read More »
In Sage CRM under any other entity, you have a filter screen for document as well. Using this screen you can search documents using the status, type etc. But each user is assigned to a document and he or she is called the account manager. Presently all the account managers can see all the documents… Read More »
In my previous blog, I had explained how the phone and email blocks are validated. http://sagecrmaddons.blogspot.com/2011/02/phone-and-email-can-now-be-validated.html In this blog I will be explaining how the Phone and Email block are shown on a single screen. Some days ago one of our clients came with the custom requirement where he wants to show the Person block,… Read More »
We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More »
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 »
