Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary? You might have used Merge Company or Merge Person functionality which is available with standard SageCRM. We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will be from… Read More »
I had posted a blog some days ago explaining disadvantages of Window’s Onload Event method (“for=window event=onload()”) in Custom content for Person Entry Screen. Here we mentioned that this Onload Event works fine for Person area, but it affects the Lead Section where we use Add or Find Button for linking the lead with person.… Read More »
We received an introduction letter which you can utilize after editing/mail merging to send to prospects during your marketing campaign for Sage CRM. This free sales letter promoting SageCRM was written by the marketing and PR professionals at The Sage Closer (www.thesagecloser.com). They were impressed by Greytrix’s recent release of GUMU for SageCRM – QuickBooks,… Read More »
In our previous posthttp://www.blogger.com/post-edit.g?blogID=6264840572654717689&postID=1152421825773155870 we discussed how case reference number gets generated for every case that is created in the CRM. In the earlier post we discussed how we can change the format of the case reference number. But it is still a combination of current user login id and the custom part, something like… Read More »
As we all know about the Case reference ID, it gets generated depends upon the current logged in user and some predefined number range. Currently it gets generated according to the SageCRM standards defined already but what to do if we want to generate a case reference according to the business standards? Suppose for Greytrix… Read More »
All of you know that for SageCRM Customization we use simple JavaScript and most of the time we use JS files for defining our functions and business logic. Anyone can simply Right Click on Page and can see the Source code for your page. Threatened?? Want to hide all the scripts written on your custom… Read More »
Worried about the proper marketing for your policies or product/Services? Just leave it to your Sage CRM system, get the small SMS Add-on from Greytrix and your CRM will manage your marketing activities along with your day to day activities such as sending the reminder to a your client or a Birthday greet to your… Read More »
As we all know that SSA field is one of its own type, very effiecient functionality provided by Sage CRM in order to display various field values for Sage CRM entities, displaying more information alongwith it can mark four stars more on its functionality. For example: SageCRM by default shows the person business number below… Read More »
NEWSLETTER is something that is very often distributed by various Organizations for publication of particular topic of interest. It is becoming one of the very important tasks being followed to meet the various marketing strategies nowadays. Considering this, Sage CRM has also provided this functionality in the Self Service Support Site. When we open the… Read More »
As we already know that Sage CRM’s Web Service API (application programming interface) enables developers to manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup Language). It is possible to access a CRM server or a hosted system from a specified client machine in order to read, create,… Read More »
