Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More »
Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »
The Sage CRM RESTful API allow developers and system administrators to programmatically manipulate entity records in Sage CRM. Sage provides a RESTful API which enables developers and system administrators to create, read, update, and delete record for entities in Sage CRM with the help of standard HTTP methods such as GET, POST, PATCH, and DELETE.… Read More »
Sage CRM has screens designed in such a way that it helps the Users with all the important information w.r.t that respective entity screen in a very user-friendly manner. Moreover, the flexibility of Sage CRM to configure the screens as per business requirements has made it even more supportive. One such screen available on CRM… Read More »
With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »
Hello Everyone! You all are familiar with the Top Content area of an entity in SAGE CRM. It contains information with some standard fields like Company, Person, Phone, Opportunity, etc. In this blog will see how we can remove the opportunity details from top content area. New Stuff: 500 Internal server Error with CRM and ERP… Read More »
In my previous blog, I have explained how to display Current User Name under custom tab. Here, I am going to explain how to display the count of records (say Opportunities) which are in progress and assigned to me i.e. Current Logon User against respective companies using jQuery mechanism. New Stuff: Event Management in Sage CRM… Read More »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More »
Sage CRM Entity Top Content screens are used to give quick overview of an entity without actually having to drill down to field level. One of my colleague asked to if the font size of the fields which are in top content can be increased. Well, the answer is yes. In this blog, we will… Read More »
Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens. These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More »