Sage CRM is quite flexible to help you manage your customers and business in a better way. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put… Read More »
A Lead can be converted to an Opportunity by “Convert to Opportunity” button available on the lead summary screen. We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when… Read More »
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 »
Being social is a must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also… Read More »
Users who want to use the CRM faster, always make use of the hotkeys available to deal with the screens. Sometimes they have 100’s of records to be entered in the system and hence they cannot keep on clicking mouse buttons all the time to save/cancel records. Through this article I will be explaining how… Read More »
Have you guys ever experienced such problem where you are not able to view the document uploaded in SageCRM? This problem may occur in different circumstances and would be faced by lot many peoples using SageCRM worldwide. Let me share one such instance I had faced. One day I started my demo machine to setup… Read More »
In Sage CRM, I have created an entity as child of company entity through ASP pages. I wanted to assign the security rights to this entity similar to its parent i.e. Company entity. All the buttons, must be applied the predefined security settings for Company entity. Let’s take an example of New button which uses… Read More »
In Sage CRM, we can send an Email by using the Send E-mail button available on email screens. There are two buttons available here. One is Send E-mail and another is Send using Outlook. I wanted to remove Send Email button and keep only Send using outlook. Below are the steps I followed for my… Read More »
One day while doing the design of Summary page for one of the custom entities an unobvious thought came into my mind whether I can swap the positions of Button text and Button image on button control. Also following sage CRM standards I wanted to use the standard AddButton feature only tomake sure all the… Read More »
Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are… Read More »