Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More: Easiest way to filter Custom list By Context Id in… »
Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. With the release of Sage CRM 2021 R2 new features and enhancements are also made available. One of the enhancements is available in Workflow. Workflow automates business processes using a predefined set of business rules and actions. A workflow… Read More: Sage CRM 2021 R2: Introducing Standard Company Workflow »
The Sage CRM RESTful API allow developers and system administrators to programmatically manipulate entity records in Sage CRM. Sage provides a RESTful API which enables developers and system administrators to create, read, update, and delete record for entities in Sage CRM with the help of standard HTTP methods such as GET, POST, PATCH, and DELETE.… Read More: Using RESTful API in Sage CRM – Part 1 »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More: Hash fields in Workflow Execute SQL Statements »
As we all know that latest version of Sage CRM gives us a features to clone various configurations which eventually saves our valuable time. However cloning is not new to SageCRM framework. It was already in place for escalations, workflow rules etc. Related Post: : Report Cloning in Sage CRM 7.2 Consider a scenario where same… Read More: Cloning an Escalation Rule »
Hello folks! Here we are back with one more interesting trick. Some days ago I came across this question on Sage development partner’s forum. Thought I could modify the suggestion with screens and add it over here. Here is the scenario posted by user. Scenario: I have a customer who wants to call an external… Read More: Calling External URL from Workflow »
In Sage CRM, we have the document drop functionality. We can drag the document on document drop icon and it will open the communication task screen with the attached document. Now suppose we want to set the default action value of communication based on the document extension. For example if the document is word then… Read More: Set default action based on file extension at the time… »
