Category Archives: Cases

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »

Remove Help button link from screens

Sage CRM provides “Help” button on each standard screen to give information regarding that screen and fields on that screen. These buttons are helpful for user as they provide information about other button present on the screen as well. So if one doesn’t know the functionality properly they can make use of Help button. New… Read More »

Clone a record using the COM ASP API in Sage CRM

The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API’s has come a long way to pro-grammatically perform various operations on the entity records such as read, create, update or delete. Moreover, the… Read More »

Sage CRM 2020 R1: Extended support for Nested Mail Merge – Part 2

This blog is in continuation to the topic of Nested Mail merge in Sage CRM 2020 R1. You can refer the below link for the same. In this blog, we will explain how to create the Nested mail merge templates against the new entities definition recently added in MailMergeRelatedInfo table. Related Post: Sage CRM 2020… Read More »

Sage CRM 2020 R1: Extended support for Nested Mail Merge – Part 1

Sage CRM always had the capability to allow the users to create mail merge documents using the concept of nested mail merge. Now with the release of SageCRM 2020 R1, this feature of Sage CRM is enhanced further. In earlier versions of Sage CRM, user was able to create nested mail merge template only for… Read More »

Add Calendar control in Self Service Portal

The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… Read More »

Incorporate Case filter screen in Self Service portal

Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »

Exclude All or None options from selection field in Sage CRM

As we all know Sage CRM is flexible enough when it comes to incorporating customizations. Other ease comes with the various types of fields available in CRM like numeric, text, date-time, currency, selection, multi-selection etc. These different field types not only helps in easy data capturing but also in searching the data. But what if… Read More »

Control Access Rights of Entity tabs in Sage CRM

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not… Read More »