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.
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.
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 »
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 »
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.
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 »
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 »
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 »
