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 »
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 »
The following information can be useful for you while working with custom ASP pages. It seems that, whenever your page crashes you see the HTTP 500 error. The problem might be with Included Files in ASP page or there might be some Tags missing. You can uncheck the settings in browser to show friendly HTTP… Read More: Debugging custom ASP pages »
SYCUSTNV has got all functions related to Customer information. In order to add fields from ARMAST, you need to refer to SYECRMNV.PRG. Following are the steps: 1. Modify syecrmnv.prg. 2. Find the Method “m_GetARInquiry” and add your custom field name where all the fields are added. (Please note that your custom field should be there… Read More: Adding custom field to AR Inquiry grid »
Yes, we can easily change the field length of an existing text field. We will have to just make changes in the component file. Here, for example, we have changed the field length of the text type field (i.e. “Test”) from 20 to 30. FamilyType=’Tags’; Family=’ColNames’; Code=’comp_test’; Captions[‘US’]=’Test’; AddCaption(); AddColumn(‘Company’,’comp_test’,’10’,’(30)‘,’true’,’false’); var EditsId11144 = AddCustom_Edits(‘Company’,’comp_test’,’10’,’0′,”,’20’,”,”,”,”,”); AddCustom_Data(‘Custom_Edits’,’ColP’,’ColP_ColPropsId’,’ColP_ColPropsId,ColP_TiedFields,ColP_Restricted,ColP_DataType,ColP_DataSize’,EditsId11144+’,”,”,””,”4″,”30″‘,’1’)… Read More: Changing field length of a text field »
We have a product which connects multiple databases of ACCPAC ERP with single Database of Sage CRM. Sage CRM supports Multiple Company for Sage CRM 6.0 and ACCPAC 5.4 Integration. For previous Sage CRM versions, you can have a look at our one of the GUMU products. The Product is named as GUMU for Sage… Read More: Multiple ERP databases to one CRM Database »
If it seems to be the problem of speed always if you are accessing any email communication record. It takes a long time because there are lots of communications till date entered into the CRM system and SQL takes time to search a particular email and then to return the results back. Indexing of your… Read More: Possible Reasons for Slowing down CRM system »
Write this script written between in custom content field of Opportunity Detail Screen with Window’s Onload event. datediff=document.EntryForm. hdndiff.value; if(datediff>2) { var a=document.getElementsByTagName(“Table”); for(i=0;i
Now we can Login the CRM externally (Out of CRM Portal) and perform all the required functionality like mentioned below: 1. Mail Merge 2. Send Mails Requisites: It requires Licenced CRM Login Name Password
As per our one of the components we can create an Excel Mail Merge. Further if we are willing to generate PDF file for that Excel file programatically, we have developed a component which works individually in SageCRM which picks up the Excel sheet and converts it in to PDF automatically. Requisites: This supports only… Read More: Excel to PDF generator »
