Author Archives: greysagecrm

Generating Case Reference Number without User Id

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: Generating Case Reference Number without User Id »

Case Ref Id Auto Generated

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: Case Ref Id Auto Generated »

Restrict Right Click on SageCRM Custom Entity Pages

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: Restrict Right Click on SageCRM Custom Entity Pages »

SMS Solutions for Sage CRM

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: SMS Solutions for Sage CRM »

Display additional information below SSA field

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: Display additional information below SSA field »

NEWSLETTER tab in Self Service

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: NEWSLETTER tab in Self Service »

Auto login using SageCRM WebServices

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: Auto login using SageCRM WebServices »

Make the maximum out of Library functionality in CRM

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: Make the maximum out of Library functionality in CRM »

Use of AttachEvent on window in Custom Content

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: Use of AttachEvent on window in Custom Content »

Error on navigating from custom tab to standard Main Menu tab

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: Error on navigating from custom tab to standard Main Menu… »

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Author Archives: greysagecrm

Generating Case Reference Number without User Id

Case Ref Id Auto Generated

Restrict Right Click on SageCRM Custom Entity Pages

SMS Solutions for Sage CRM

Display additional information below SSA field

NEWSLETTER tab in Self Service

Make the maximum out of Library functionality in CRM

Use of AttachEvent on window in Custom Content

Error on navigating from custom tab to standard Main Menu tab

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