Communication Save Problem Sometimes when you customize the Communications area in Sage CRM, the communication not gets saved and returns back you on new communication entry screen from the below mentioned scenarios. 1. creating a new task or appointment through mass communications or 2. through document merge functionality? If this is the problem of your… Read More »
Author Archives: greysagecrm
Custom CSS
Now in SageCRM, if you want to include your own created CSS rather than standard CSS of CRM. Here is how you can achieve it. Click the image to enlarge it.
Retrieve the Current Logged- In User's Date Format in use
Do you want to use the same DateFormat which is selected for Current LoggedIn User? To Retrive the same you can use the below mentioed script. You need to provide the User ID and it will return the DateFormat.
Identify Primary person of company
Now in SageCRM, if any one wants to make out easily who is the primary person of the company from the company person tab, instead of navigating to company summary screen to view the primary person. To achieve this, we need to add one field in the person entity as we have shown below and… Read More »
Hide Checkbox at Runtime
You must be familiar with how to hide the fields at runtime from the custom content. Normally what we do for this is, we find the “_capt” i.e. “Caption” and “_Data” i.e. “Data” part for this particular field and using the visibility property set to “Hidden” we can hide them. This particular workaround will not… Read More »
Avoid refreshing page after clicking tab for custom entity
If we make use of the Tab groups in custom pages for the custom entity, sometimes we get unnecessary crashing errors after clicking on tab twice. Using this script you can restrict user not to click tab again, once the page is submitted. You can mould this script for any content according to your requirement.
Customize Your Welcome Screen and navigate to the same from any where in the CRM
Have you ever thought of designing a custom splash screen? Here is how you can do it using some simple steps mentioned below. Step 1: For Customizing the welcome screen: If you want to use your own customized screen instead of standard welcome screen then you should rename your screen as “splash.jpg”. To do the… Read More »
Scrollable Custom Grid
Fed up with the navigation problems with the custom grid while designing the solution? Here is some interesting script for you which will make your grid scrollable using a simple DIV tag and some HTML formatting. Using this grid will make you able to navigate through all your records on the single screen. Please take… Read More »
Edit documents with status “Final”
As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »
Realtionship Management in Sage CRM v6.2
Want to propagate communications of the parent entity to that of all the child entities for parent/child relationship in Sage CRM version6.2? Check this one.Sage CRM version 6.2 has provided a very strong and effective feature as “Related Entities” functionality. Using this particular functionality we can create parent/child and parent/sibling relationships between the entities on… Read More »
