The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow,… Read More: Pop Up Email Screen before sending mail through workflow »
In my previous blog I had discussed the ways to change the hyperlink on grid to pop-up a custom page window and added parameters. This functionality enables us to handle the actions for grid items separately. This functionality may be required in case when we need to send some more parameters in URL in window… Read More: “Check” this out »
As you know that in the standard grid we can set the hyper link or the “custom jump” to redirect the user to another page. But the standard functionality does not allow us to have the good old pop up window. With a small script (and years of experience) we could tweak the functionality of… Read More: “Popping” out of the Box »
Creating an entity in Sage CRM is no more a headache using standard Sage CRM custom entity wizards. These wizards are capable enough to generate all the entity pages along-with the workflow for the same. Now suppose we have created an entity through custom entity wizard, but you are not using the pages and standard… Read More: Trick in Custom entity Workflow through Custom Pages »
Why do we need Surveys? This question may have several different answers depending upon the organizational goals we are aiming at by conducting online surveys. Conducting Surveys is the most efficient and cost effective way of gathering opinions, suggestions and valuable feedbacks from client in order to enhance the services and survive in competition with… Read More: Survey Module in Sage CRM »
SageCRM has a functionality of a dashboard which provides the user a summarized view of all the data like the opportunity forecast, case that were closed, cases that are open etc. The customization functionality of the dashboard adds further leverage to the functionality to get graphs and grid for the users. This allows the user… Read More: Multi bar Graph in SageCRM »
Sometimes we came across the scenario of hiding the field on onload of page (View mode) as well as OnChange of page (Edit mode). For this you have to write script. In this blog I would like to represent easy and simple way to do this.Consider a scenario where oppo_sectionalready is a checkbox field of… Read More: Hide and Show fields in SageCRM »
Sometimes we come across the situation where we may need to convert the text field to MultilineText. The ideal scenario will be; suppose we are taking a small description for opportunity in some field and now the logic is changed so that we are entering the detailed description for the same. So the normal text… Read More: Change text field to multiline text in sage CRM »
As per Standard functionality of SageCRM , we can send E-mail to the person by entering his Email Id in “To” field. But can you Show the selected person Email id in “To” field from Custom Grid? Well, the answer is Yes. In this blog I would like to present the easy and simple way… Read More: Multiple Recipients in Email »
We always face the problems with popup window in JavaScript using window. Open command either in Custom content or pages that we design. Sometimes the parent window goes blank or sometimes the popup window looses focus and goes behind. Problem Definition: Suppose I want to open http://www.google.com in popup window. So ideally I will use… Read More: Javascript popup window »
