Let’s consider the case of creating new opportunity as an example. Consider that you want to set value of oppo_description field based on oppo_type field i.e. say you want to set description field to “Hello World” if oppo_type is set to parts. Now normally what comes in our head to incorporate this is something like,… Read More »
The size of the password for Self Service is limited to 12. If you try to increase the max entry size, you will not be able to increase it beyond 12 through CRM. However you can do this by an out of box concept given below. The password field comes from the Visitor table from… Read More »
Did you ever come across the problem of SQL criterion not getting fired while dealing with Search Select Advance filed in CRM? If yes, then here is what you must have a look at: 1. Check whether the SSA field has been customized in ASP pages or on Create Script then check with SQL condition… Read More »
When you create a company in your CRM database and at the same time looking to create the same company in another CRM database, then you can do this by defining below trigger for your source database: CREATE TRIGGER trig_insert_CompanyON [CRMSOURCEDB].[dbo].[Company]FOR INSERTAS DECLARE @Company_Id AS INTEXEC @Company_Id = [CRMDESTDB].dbo.eware_get_identity_id ‘Company’ INSERT [CRMDESTDB].dbo.Company (comp_companyid,comp_name,comp_type)SELECT @Company_Id,comp_name,comp_typeFROM inserted
Description:Now in SageCRM, if any one wants to display tooltip on mouse over on hyperlink to view any details. It can also be customize to view image in the tooltip. Solution:To achieve this, you only need to call function on mouse over and mouse out event on the anchor tag. We have also customized this… Read More »
This is regarding functionality for Sales Forecast. In current scenario If I login CRM as Susan Mayes and then goto My CRM -> Forecast, I see My Direct Report Forecasts. But when I click on one of them say Brian Little and then enter Manager Assessment, all the assessments for Commit, Likely and Best Case… Read More »
Greytrix released a new tool that will import the products from an excel sheet into Sage CRM and Sage CRM.com. Like most of the other integration products, the product import tool uses Sage CRM web-services to import data in Sage CRM. Along with the installation, Greytrix provides the user with the excel spreadsheet template. The… Read More »
Here is how you can write a simple “hello world” script using custom page for custom content box on any screen. This example demonstrates how to call a sample .js page from the custom content box and give an alert “Hello World”. Now you can write all your functions in this .js page that you… Read More »
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 »
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.
