Author Archives: greysagecrm

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: Customize Your Welcome Screen and navigate to the same from… »

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: Scrollable Custom Grid »

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: Realtionship Management in Sage CRM v6.2 »

Smart Find Screen

What we do usually to find records in SageCRM? We go to Find Record Screen, fills the values in field and click on Find button. Too much time consuming process.. To reduce the time of clicking find button after filling values in fields, we have written a script. Once installed for any screen e.g. “Company… Read More: Smart Find Screen »

IIS and Self-Service

If you are willing to create or change the exitsing Self Service Instance for SageCRM please have a look at the steps mentioned below. Steps to create a new virtual directory for self service is given below: 1. Go to Control Panel->Administrative Tools->Internet Information Services2. Right click on the Default Web Site and select New… Read More: IIS and Self-Service »

Grid column header alignment

To change the alignment of the grid column header, you can write client side script using CustomContent of the required List Block of your Entity from “Administration>>Customization>>Entity Name>>Lists tab>>List Block Name”. Changing the Caption Name to use HTML will affect all occurrences of this field name in CRM. Write below mentioned script with Onload event… Read More: Grid column header alignment »