Category Archives: Choice

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 »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. http://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »