If you enter any url directly on notes, such as https://www.greytrix.com/blogs/sagecrm/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid… Read More »
Although Sage CRM comes with its own spell checker but user needs to click a button all the time to check E-mail content. It is also limited to FCK editor only; and not available for other Sage CRM screens. New Stuff: IIS Tip – Enable 32-bit Applications on 64-bit server Imagine a better Spell Checker… Read More »
Sage CRM setup process automatically creates a website and an application pool in an IIS with pre-defined settings. Sage CRM application runs based on these settings. Any incorrect setting on the application pool can cause Sage CRM application to stop functioning. Most of the settings are set properly in IIS; but there may be a… Read More »
Last week we faced this quite strange issue on one of the server when Sage CRM suddenly stops running and shows below error message (Refer below screenshot). Looking at the error we thought it might be due to Sage CRM License Keys expiration; and hence, we checked the License Keys validity but found that it… Read More »
Mail merge functionality is one of the very useful SageCRM modules when it comes to sending newsletters, welcome letters etc. With the introduction of Apache Tomcat for this functionality, lot of Java configurations have been introduced to the default install. Any changes to these configurations can lead to issues with the merge process. We have… Read More »
Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM is one of them. Being business software, CRM stores very delicate data so it is necessary to keep proper maintenance of the Server/Machine on which it is installed. New Stuff: Make Calendar Control visible in Sage CRM While working on… Read More »
Recently we came across a strange behavior of the Date Picker field where the Date Picker was not opening to show the Calendar control in Sage CRM. Our new GUMU Solution: GUMU for Sage CRM – Sage ERP X3 Integration ~ realtime, bi-directional, multi-folder As a normal behavior, when any Sage CRM user clicks on the… Read More »
In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More »
Sage 300 ERP tracks the pending payments in a nice and detailed manner. However when it comes to follow ups, ERP and accounting guys will do it but what would be an more efficient way of doing this? We have customized Sage CRM communications module to track these pending payment follow ups in CRM. The… Read More »
On a regular basis, a User may insert a large number of records (Company / Person) in Sage CRM. Sometimes there is a possibility that those records might get duplicated in Sage CRM. Though Sage CRM has an option to merge company and person data, but that is a manual process and requires human intervention.… Read More »
