With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More »
In our previous blog posts, we had explained Sage CRM Client side API features that are available for Sage CRM v7.2. In this blog post, we will explain highlighting the field that is currently in focus on Sage CRM v7.2. New Stuff: Some facts about Metadata Refresh Let’s consider that you wish to highlight the… Read More »
Sage CRM Client Side Scripting provides vital features to customize Sage CRM the way a user needs. We have discussed several tricks on Sage CRM Client side scripting in our previous posts. You can refer Also Read section at the end of this post for more details. In this blog post, we will explain how… Read More »
While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus… Read More »
Transition of Sage CRM into its new look and feel in version 7.2 includes major changes in technical aspects. The version is made compatible with wide range of recent versions of browsers. One of the major changes is that iFrames are eliminated in 7.2 version of Sage CRM as most of the latest browsers do… Read More »
In our previous blog post, we talked about the steps to Promote Quotes from Sage CRM to Sage ERP X3. Moving ahead in this blog post, we will talk about the steps to be followed by Sage CRM users in order to promote order from Sage CRM to Sage ERP X3. It is very easy… Read More »
“Setup has detected that CRM URL rewriter may not be working properly “ is one of the scariest error in Sage CRM 7.x history. This time I got this issue in Sage CRM 7.2 version while upgrading from 7.1, what we found is two IIS modules ARR (Application request routing) and URL Rewrite which gets… Read More »
Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
