Category Archives: Configuration

Company Name Cleanup Rules in SageCRM

Company is at the center of all the entities in SageCRM. Whatever data is entered, exported all relates to Company records in some way or other. Considering this fact it becomes very necessary that the Company records are maintained properly in CRM. The New Stuff: Implementing Password Policies in SageCRM SageCRM has already provided some… Read More »

Implementing Password Policies in SageCRM

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SMTP details for Custom Emails from COM API

Outbound e-mails and inbound e-mails are essential for any CRM. When you use CRM it becomes essential that inbuilt email editors and settings are configurable to support standard as well as custom modules. The New Stuff: Download Documents from Self-service site In SageCRM we have outbound email configurations like below. This works perfectly when sending… Read More »

Restrict Sensitive Information

Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More »

Custom Icons for entities

For any web application, Self Descriptiveness is the main characteristic which facilitates maximum usage of the modules designed. There are lots of things with which we can achieve this in SageCRM. SageCRM has wide scope for customizations. Customization also involves creating several custom entities to incorporate client requirements.  We have a facility to generate entities… Read More »

DOT NET API configuration and compatibility Issues

Most of the new modules of Sage CRM work on DOT NET (.NET) API technology like Relationships tab. Users are given a provision to create API DLL’s for your custom entities. The overall working remains the same where we add the DLL’s in CustomDotNet folder and call the methods from CRM blocks. However while dealing… Read More »

Change Default dedupe behaviour

In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »