Sage CRM has provided a very efficient way of dealing with all the documents related with entities through the Library functionality. The functionality is very simple and straight forward for day to day use where in you can upload your documents related to particular entity record from the documents tab against an entity. We can… Read More »
First let me explain something regarding the relationship between Lead, Person and Address. I am talking about Lead Summary Screen. When we click on the Add or Find this Person button which is available below the Lead Contact Details Screen, the screen that appears is the Person Entry Screen. Here in this screen an information… Read More »
Creating a tab in standard contexts and calling custom page on it is one of the very common tasks that we do for large scale customizations. Generally what we do for this is, we create asp page and set context based on against which primary entity we are creating that tab. In the page we… Read More »
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 »
