SageCRM provides a fabulous tool called workflow with almost all the primary entities. Using workflow we can define the actual business logic with each entity record in SageCRM. Creating a workflow is a bit time consuming task because in a workflow we have to create each and every stage of a business process and at… Read More »
Sage CRM provides the de-duplication functionality only for the Company and Person Entities. You can enable the same by selecting the value as Yes in the de-duplication field which is available under the System Behavior in the Administration area. The de-duplication screens and the match rules can be customized by your System Administrator. Checking for… Read More »
In our earlier posts we had described how we are able to print a pdf from SageCRM using FOP. Information in the above post enables you to get data from SageCRM tables and print it into pdf. We just enhanced the functionality by allowing the user to print any existing Crystal reports designed to run… Read More »
As we all know we can create a screen in CRM and can easily made available it in the CRM by using adding it to custom pages. Consider you have created a screen in the CRM and have prepared a custom ASP page to display that screen in the CRM. In order to customize the… Read More »
The existing SageCRM functionality allows you to create a new “recursive” Appointments but not a recursive Tasks. I am not sure why this two way approach was implemented. I am sure there must be a lot of thought process involved in this one. But I can have recursive tasks just the same way I can… Read More »
As you all know dashboard in SageCRM displays all the information in a summarized format about the open opportunities, pending leads etc. We have been providing solutions to customer to show external websites like Google pages, Amazon pages etc from customer tabs inside SageCRM. This is no big deal. But recently we stumbled across something… Read More »
We are in the service and product development for IT industry for close to 13 years now. Although we are the best in the industry we are not Gods. What I mean to say is that, we too have occasional support cases for our SageCRM integration and migration products. From an end users perspective there… Read More »
Consider a scenario where user wants to display records of SSA field by just entering a letter in text area. What we do usually to find records in SageCRM? We click on finder button to display values of SSA field if user can entered any values in SSA field which is little bit time consuming… Read More »
In CRM, URL of a Case’s Summary Screen will look something like given below. “http://localhost/crm62/eware.dll?&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46″>” If you will paste this URL into browser and then hit the Enter Keyword, CRM login screen appears. After entering the User Name and Password, when you click on the Log On button, it will redirect you to Case Summary… Read More »
To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. Then you can check the Self Service Enabled checkbox which is available on the Self Service Details screen and click on save button in order to activate the Self Service for that… Read More »
