In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. In this case, User won’t be able to read the whole text at a glance. To overcome this, we can add tooltip within grid and read whole… Read More »
Each application have a backend (SQL, Oracle etc.). A database is a collection of information that is organized so that it can easily be accessed, managed and updated. In Sage CRM different tables are available, each table contains different data information. Tables are nothing but the collection of rows and columns as we already know.… Read More »
With the latest release of Sage CRM2017 R1, Sage has introduced new feature which offers extra features to improve Sales, marketing and Customer Service. New Stuff: Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company Sage CRM 2017 R1 has the following new features and updates: Updated top bar-… Read More »
We all know that we can perform various functionalities with grid using Sage CRM client side API, there are various Methods and Properties which are provided for Grid Manipulation. Within grid we can easily change the link of cell or change the color of cell or remove hyperlink of any column and include many other… Read More »
Hello All! In previous blogs, we had seen that how we can make our SAGE CRM screens and grids more visually effective by applying JAVASCRIPT, JQuery, HTML, etc. like by highlighting checkboxes, underlining to column header, printing amount in words, and others. Here, we will see how we can align field data to Right Hand… Read More »
Communication is one of the essential entity in CRM wherein user can Create Task, Appointment and Send Email. New Stuff: Restriction of characters in CRM passwords Recently a customer approached with an issue which they were facing while printing email content with large data. The issue was when email content was more as shown in below… Read More »
In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »
Some errors when encountered take most of us for a spin. Especially if you are a business user accessing Sage CRM to update Company/Person record and see the record is taking huge amount of time to update the data and leading to “An unexpected event has occurred: Exception: SQL Error” on screen and frustration. There… Read More »
In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »
