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 »
As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below: “File E-Mail” button just files an email in… Read More »
Greytrix has released GUMU(tm) for Sage Saleslogix – Sage 50 Integration for Sage Saleslogix version 7.5 and Sage 50. This is a real time bi directional integration between Sage Saleslogix and Sage 50 Integration. Features: Multi-Company Integration – GUMU(tm) for Sage Saleslogix – Sage 50 Integration allows you to integrate multiple Sage 50 companies with… Read More »
Everyone knows that SageCRM provides the user with a feature to merge company and its child records. When you select the dropdown to choose the Source company you get to see the company name. So effectively you have to select the source company by looking at the company name. Now wait a minute. Why would… Read More »
Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM. There is small but major difference in these two data types “Text with check box Search” : Entries of this type behave the same way as a normal text field except… Read More »
Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM. There is small but major difference in these two data types “Text with check box Search” : Entries of this type behave the same way as a normal text field except… Read More »
We have managed to win over many customers records in the past decade and all the data is safely maintained in our SageCRM. Although my marketing and sales teams strive hard to make sure that the data is accurate there could definitely be instances where the data in not complete. How do we identify such… Read More »
Seems like a bit strange question right? Why would someone change the caption color of the Tab in CRM, given the Themes provided do this job very well and some googling around can get me many suggestions to design the custom themes? One thing we always believe is that the requirement never has bounds and… Read More »
Writing down the Name and Address on front page of the letter or envelop and sending it through mail has become an obsolete method nowadays. Now the world is so fast that there is no point in doing this manual work when the letter itself is being merged and generated automatically through several applications. This… Read More »
In my earlier post, I had explained how to retrieve date format of currently logged in user in SageCRM. http://sagecrmaddons.blogspot.com/2009/02/retrieve-current-logged-in-users-date.html There have been numerous instances where the user needs a custom list page with the filter box and the standard way of doing this by using an existing filter screen. However the hitch here is… Read More »
