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 »
Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More: SAGE CRM Self Service Control Session Expiration »
As we all know that Sage CRM is being used by millions of users worldwide who belong to different parts of the world. To talk with each other they find it easy to communicate in their regional language such as Spanish, Dutch, and German etc. However, when it comes to Sage CRM they are restricted… Read More: Multilingual users on same CRM platform »
In Sage CRM, uploaded documents are saved the directory location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Please refer below screenshot. To know how documents are stored against different entities in CRM, you can refer our below blog link. Related Post: How Library documents are stored New Stuff: SageCRM and SQL… Read More: Issue with Incorrect Configuration of Library Paths »
This is in continuation to our series of GUMU Tips, in our last post we saw about how to setup GUMU Sage 100 Tips – Configuring Sage 100 Company code in which we had discussed some common issues and their solutions which users may come across while configuring Sage 100 Company code. Going further, in… Read More: GUMU Sage 100 tips – Unable to import Products/Customers »
Recently while working with Sage CRM 7.2 C version, I faced an issue where I was unable to find the records logged in CRM. I was getting bit strange error “THERE ARE ERRORS”. Strange, could not find these errors in any log file 🙂 The New Stuff:Get key metrics right on your Interactive Dashboard using… Read More: Error on Sage CRM 7.2 Find Screens »
We have posted several blogs regarding configuration, Java version issues which prevent Interactive Dashboards from working. Please read Also Read section below for reference. The New Stuff: XML based Fusion Charts using .NET API As you know, earlier versions of Interactive dashboard used to work with the Java 6 update 21. I had this installed… Read More: Interactive Dashboard error in SageCRM 7.2 »
In my previous blog I had explained how we can generate XML based fusion charts in COM API. You can refer below link for the same. Related Post: XML based Fusion charts in COM API In this blog I will explain how you can follow similar methodology to generate fusion chart using .NET API. Let’s… Read More: XML based Fusion Charts using .NET API »
In continuation to previous post where I had explained codeless customizations for list page, in this blog I will be explaining codeless customizations to create new and summary screens for an entity (Parts). Related Post:Codeless customizations to add List Blocks Now as we have list page created, so in order to add a record we… Read More: Codeless Customizations to Create Entry screens »
Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining… Read More: Codeless customizations to add List Blocks »
