Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules,… Read More: Floating pipeline to track Opportunity lifeline on Summary Screen »
Looking at the error I thought I have not set the proper credentials for my web user. So I rechecked the same by logging as Administrator in the LAN client. I had the IIS 7.5 reinstalled so that was I my list of suspects. After some more investigation I understood that 1. I must check… Read More: Your login attempt was not successful. Please try again »
Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client’s profiles through CRM. You must have read on Jeff’s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type.… Read More: Upload photos from new person screen directly »
In Sage CRM, we usually use popup windows to show the information or to make instant data entry. In the custom ASP pages we make use of DOM objects to do so. To show popup window what we do is: We prepares an URL at server side (or at client side) Creates button and set… Read More: Popup Window In Sage CRM Using .Net API »
I remember when I train my developers to work on sage CRM customizations they really face hard time to understand creating URL’s on server side, client side as well as passing them to and fro, as in Sage CRM entire screen loading and functionality depends on the keys being passed through URL’s. I remember I… Read More: Getting key value to be added in URL from client… »
Very often we come across a requirement where we need to import data from an external system into Saleslogix. The quickest way to do this is to map the fields between 2 tables and import the data using SQL import or write a stored procedure or SQL cursor. All these methods would read the records… Read More: Generate Saleslogix Next Record Id via SQL »
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets… Read More: New Case/ Opportunity Action and Workflow Activation in Sage CRM »
Here is what I experienced when I used a check box type field on the web client. I had designed a simple screen on which I had placed checkbox controls. When I clicked on Save button I used to get a “truncate error” message. I felt that value entered in one of the fields of… Read More: Checkbox Setting on Saleslogix Web Client »
Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using… Read More: Including phone numbers from phone table in standard Document Merge »
Everyone must be aware of use of “Dialog Action” choice which is provided by the Sage SalesLogix standard Web Client SDK that can be used while opening a new form on Add button. Has anyone come across a scenario where one can able to open new form through Add button but getting error on click… Read More: Dialog Actions in Sage SalesLogix »
