Author Archives: greysagecrm

Webinar Invite – First Look Sage ERP X3 integration with Sage CRM using GUMU on 25th September 2014 at 1pm ET

An ERP system on its own is insufficient for the growth of a business. What you need is an ERP system which works in sync with a CRM system to attend increased efficiencies for both the systems.  Attend this webinar to see how you can integrate Sage ERP X3 with Sage CRM with the help… Read More: Webinar Invite – First Look Sage ERP X3 integration with… »

Increase the size of Search SQL text

Sage CRM allows System Administrators to create different types of fields as per the requirement e.g. Text. Selection, Search selected Advance etc. We can put SQL clauses on SSA fields for restricting the information. However there is the limit on number of characters to be written in Search SQL text. By default on Search Select… Read More: Increase the size of Search SQL text »

Get Active tab through Client side scripting

In Sage CRM customizations, client side scripting has been proved beneficial to web developers in many ways. We have discussed several ideas on Client side scripting throughout the blog site. Today I will discuss one more such development trick. New Stuff:  CRM Email Manager Service failed to start For one of our customers, we had… Read More: Get Active tab through Client side scripting »

CRM Email Manager Service failed to start

One of the strong features SageCRM provides is E-Mail functionality. This is the reason why we push all our customers to use email outbound and inbound functionalities to the maximum. Now when it comes to inbound emailing, we must know how to handle various issues that are associated with Email Manager Service. You will find… Read More: CRM Email Manager Service failed to start »

Get impressive reports by adjusting Report Styles in Sage CRM

Sage CRM has a powerful reporting feature that lets you view data in an organized manner. All the Columns in reports are now loaded in an Alphabetical order. Refer our blog post for details, https://www.greytrix.com/blogs/sagecrm/2013/08/17/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2/ New Stuff: Sage CRM and IIS authentication settings In this blog post, we will go through Report Styles provided by… Read More: Get impressive reports by adjusting Report Styles in Sage CRM »

Linked selection fields through client side scripting

Today I will revisit one of the oldest, but very much useful tricks related to web forms. Most of the forms nowadays need relationship to be established between two fields. For example when I select Product interest in one list it should filter Sub product interest in another field. Today I will explain how this… Read More: Linked selection fields through client side scripting »

Sage CRM and IIS authentication settings

SageCRM is like any other web application which can be hosted on IIS for access over the network. Network access of applications is highly vulnerable to risks of injections. Hence IIS provides different Authentication methodologies that can be configured for any web application. However improper configuration of these parameters may lead to other issues and… Read More: Sage CRM and IIS authentication settings »

Get Size of all Tables in CRM Database

For any database driven application, it is very important that the database must be optimized to the best so as to deliver higher performance. As the data volume in database increases, load on the system also increases which affects the performance on the system which in turn affects the client’s business. For business application like… Read More: Get Size of all Tables in CRM Database »

Avoid scrolling with Collapse Screen Feature in Sage CRM7.2

Sage CRM client side API methods of Sage CRM 7.2 are very useful to customize Sage CRM screens, layouts etc. In this blog post, we will explain how users can enable Collapsible Panels feature in Sage CRM v7.2. New Stuff: Printing current Sage CRM Screens to PDF Refer our blogs on Sage CRM v7.2 features… Read More: Avoid scrolling with Collapse Screen Feature in Sage CRM7.2 »

Restrict access to Sage ERP X3 Integrated data using Security Matrix feature

In our last post, we have gone through the Synchronize dropdown feature of GUMU for Sage CRM – Sage ERP X3. With GUMU integration, we can view/add/edit all crucial data from Sage ERP X3 to Sage CRM. When dealing with these data, it becomes very important that it should be accessible only to the authorized… Read More: Restrict access to Sage ERP X3 Integrated data using Security… »