Most of the developers might be aware of this but for new guys it may helpful.While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered… Read More »
You must have observed this feature on various blogs and forums sites. The Title of main topic of discussion is on the top and there is the plus sign clicking which we get the tree view of all the previous communications regarding that particular topic. CRM also has the Communications feature built in. We can… Read More »
Worldwide developers face this that they have to write longer and longer Table Level Scripts to make business logic work and a single issue will force them to create multiple Component files again and again to modify the TLS. I wonder if anyone knows there is a way to avoid this nuisance by using simple… Read More »
For example: In CRM if you want to save mobile number, what you will do is, you will create a field for saving value of the mobile number. Now on an entry screen we can add this field in order to enter and save the value. The value will be saved in the mobile number… Read More »
Not sure whether anybody has observed this.. Sometime ago in the territory customization we came across one very strange functionality in CRM version 6.1. This seems to be occurring from patch H onwards. This is moreover related to the developer perspective than that of the User. You know that you can create new Territory in… Read More »
There are some simple steps to achieve the same in CRM: 1. Create a new territory field (selection type). 2. Add the selection options for this Territory field. 3. For adding the selection options, please put the territory name i.e. Terr_Caption) in the Add Translation field and Territory Id (i.e. Terr_TerritoryID) in the Code field.… Read More »
Consider the scenario where: 1. The system has to alert the user to make sure that all the changes that have been done are saved or not? 2. If user goes for new Company/Person/Case/Opportunity/Custom Entity. And before saving the same, he/she clicked on the area apart from the new/summary screen. Here no record will get… Read More »
We all know that Territory (comp_secterr) field appears as a selection field on the Company Entry screen while creating a new company, but actually this field is not of type Selection. If you will see the field type for this field by firing following query at back-end Select ColP_EntryType From Custom_Edits Where Colp_ColName=‘Comp_SecTerr’ you will… Read More »
You must be familier that we can generate the Summary Reports from the summary screens of standard Sage CRM entities. Lets consider for an example Opportunity Summary Report.You can generate this report by clicking Summary Report button provided on Opportunity Summary screen. Now, suppose you want to have one more field inside this report say… Read More »
For handeling any of your Post Recod insert activity the very first option that comes to your mind is the Table Level Script. You can make use of PostInsertRecord function in order to handle the Post Insert Record activities. It is quites simple to make use of this standard functionality provided by Sage CRM, but… Read More »
