Suppose that you create one custom entity named “Jobs” which is a child entity to the “Company” entity. So it is very much obivious that you will provide the Search Select Advance field on the entry screen of this custom entity to select the Company assigned with that particular record. After selecting the company value… Read More »
As we all know that ASP is one of the very strong and powerful tools for making dynamic and interactive WebPages, CRM utilizes it in building its various inbuilt functionalities as well as we can do the Custom development in CRM using ASP as per the standards provided by Sage CRM. From past few years… Read More »
Are you facing the problem with the territory field like it is not getting populated properly in Sage CRM? If yes, then here is the one more area that you can look into. The problem arises for entities like Cases and Opportunities. In Sage CRM, we can create the mirror imaged fields of Case/Opportunity in… Read More »
Here is an utility which externally logs in to the CRM to do any changes or operations on standard sage CRM databse. This utility is meant to change the assigned user for number of person records at the same time. The basic UI will be something like below. Here we just need to enter CRM… Read More »
Some time ago I came across the question on the Sage Accpac forum where the requirement was to display the currency field to 3 decimal places. Well, as far as the default feature provided by sage CRM is concerned, it is quite a simple task where you can just go to User Preferences and change… Read More »
Suppose you have a User working in Territory1 and since he is working with the organization for long time, he has lots of data of his concern in SageCRM. Now, suppose due to some reason this user gets transferred to another Territory say Territory2. Here what Administrator will do is, he will change his territory… Read More »
You must be knowing that you can not delete unused or incorrect tracking entries for case entity as per the standard feature ptovided. Here is the component that we have developed if you want this kind of functionality in CRM. After installing this component you will see the new tab called Case Tracking under the… Read More »
Is it possible to provide the hyperlink on the Custom Entity SSA field to display the Custom Entity Summary screen??? Scenario: Let’s consider the scenario as follows: Suppose you have a Custom Entity named Jobs which you have set up and working fine. Now consider that there is a Search Select Advance field in the… Read More »
Greytrix has been associated with the SagePro since the SBT days and know the Pro system in and out. Due to the familiarity with the system we know what features exists in the system and what does not. Hence when Sage released SageCRM-Sage Pro integration it did not take long for us to realize that… Read More »
If you find this useful, Please drop us a mail on crm@greytrix.com. Have you ever been imagine displaying a notification related to number of Cases created against a person? Solution: If you are looking: 1. To identify how many cases registered against a person on the Person’s summary tab 2. Or willing to show count… Read More »
