For any web application, Self Descriptiveness is the main characteristic which facilitates maximum usage of the modules designed. There are lots of things with which we can achieve this in SageCRM. SageCRM has wide scope for customizations. Customization also involves creating several custom entities to incorporate client requirements. We have a facility to generate entities… Read More: Custom Icons for entities »
Sage CRM was installed 3 months back on our server for internal use and was working fine. Now our network administrators had changed password for SA account for security purpose and trying to logon to Sage CRM and get You May Need to Recreate Views Manually. (He was simply not aware that Sage CRM had… Read More: You may need to recreate views manually – II »
When it comes to SWT, the only question that comes to our mind is what level of customizations are possible. Yes we can do some simple and straight forward customizations. I had discussed couple of them in my previous blogs. Please refer related posts below. Related Post: 1. Adding new fields on Web Order Entry… Read More: Adding new fields on Web Order Item Entry screen »
Most of the new modules of Sage CRM work on DOT NET (.NET) API technology like Relationships tab. Users are given a provision to create API DLL’s for your custom entities. The overall working remains the same where we add the DLL’s in CustomDotNet folder and call the methods from CRM blocks. However while dealing… Read More: DOT NET API configuration and compatibility Issues »
Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More: Retrieve Primary Keys in TLS »
Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More: Export to Excel and Export to PDF functionality on Sage… »
Opportunity tracks leads from first contact to final closure, so that time and resources are ensured to be directed towards the most winnable deals. An opportunity is any potential sale, from a Lead to a Closed Sale. Opportunity Management also ensures the following: Leads are handled by the most qualified sales representatives Automate follow-up activities… Read More: Creating Order with existing Opportunity in GUMU Integration »
In earlier blog, we had explained how to Enable Keyword Search on Sage CRM find screen. In this blog, we will be explaining how to add custom entities in Keyword Search that allows users to search for keywords across all primary entities. By default, All primary entities are listed under the Keyword Search option. The New… Read More: 2 Easy Steps to Add Sage CRM Custom Entity in… »
As you know, SageCRM supports multiple addresses to be created against the Company, Person records. We can also select address types etc. However whenever you want to create these records from COM/DOTNET API, first question comes to mind is how to store these values. The New Stuff: Change Default dedupe behaviour Let us consider New… Read More: How Address, Company Person links are stored »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More: Change Default dedupe behaviour »
