Author Archives: greysagecrm

Highlight fields using Client side API in Sage CRM

As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… Read More »

Access to Add File in Shared Documents

In Sage CRM, sometimes you do not have access to all documents in the documents tab. To overcome this limitation, Shared Documents tab is made available under My CRM section. This tab is used to store the corporate documents that you may be required for quick access on daily basis. Additional documents can also be… Read More »

Hiding Report Category for Specific Time

This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »

We’re Exhibiting!! Sage Connect – 2016

We are looking forward to exhibiting at the Sage Connect – 2016 at Technology Park, Sydney Australia on 18th and 19th Feb 2016. Greytrix takes this as an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce… Read More »

Views and Reports on relationships in Sage CRM

In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff: Retrieve Key Value using Custom URL In today’s blog, we… Read More »

Troubleshooting Search Select Advance field issue

Hello everyone, in this blog we will be looking at the issue which appears on SSA (Search Selected Advance) field. SSA field has a feature which creates a link between CRM table to a parent table. New Stuff: Identifying Views to Create Reports in Sage CRM Well, while clicking on Finder button of SSA field in… Read More »

Identifying Views to Create Reports in Sage CRM

Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years. In every Business organization, Managers or the Team Leaders are very much concerned… Read More »

Allow Territories in Security Profiles

In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. Security Profile is a way of grouping users to define particular rights to them. New Stuff: Interactive Dashboard – Permission Denied Issue So in future if we need to make changes in rights then we can do… Read More »