While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More »
Recently, one of our customer asked us to add Auto Save feature in Sage CRM so with the help of JavaScript we enabled this. This feature will auto save the users data on pressing the Enter key. Open Cases Summary Report to Managers. Create a custom page and add the below code to get this… Read More »
In our previous few blogs we had discussed about migration of various source CRM date to Sage CRM in which Act! is one of our Source CRM. Migration process starts after restoring the Act! backup provided by customer. In below blog we will discuss about how to take backup of Act! database. New Stuff: Send… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa . Today in this blog, we will discuss about troubleshooting tips for resolving error message related to Zip Code while promoting company from Sage CRM to… Read More »
Sage CRM provides many powerful features. One of them is Email functionality. Users can send bulk and individual emails to Customers using this feature. Now in this blog we are going to discuss the new feature that is available in Sage CRM 7.3. A Company can have multiple contacts. These contacts are nothing but people… Read More »
In Sage CRM, a case entity is mostly used as a Customer service issue. We can capture a customer query in Sage CRM, and track the progress of the problem through to a Solution and closure. Cases may be assigned as High, Normal or Low priority in Sage CRM. They have a status as ‘In… Read More »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. In this blog, we will discuss how to allow direct rights in territories to specific Users. Let’s consider one example where User A belongs to Mumbai Sales team and associated with Sales Rep Profile. Sales Rep… Read More »
Hi Folks! In standard CRM escalation conditions you must have seen “#” symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of “#” symbol. New Stuff: How to bind Custom List in Dot net using Select SQL The #Codes are a set of… Read More »
As we know we can create list in Sage CRM which can be attached to a table or view. Using .net technology, we can filter the list with specific record with certain condition given to it. But, what if we need to bind the custom list with Select SQL statement. This blog article will help… Read More »
