We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More: Preparing your first level CRM Demo? Have a Look! »
For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More: Selecting multiple fields using Client Side API »
In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More: View Sage CRM Reports in PDF format from any Sage… »
In our earlier blogs posts, we had explained how to set field length at run time using JavaScript and jQuery. Following are the links for the same. 1) Set field length at run time in Sage CRM 2) Changing max allowable length of Text field using JQuery New Stuff: Using Primary Key Column of an… Read More: Alter length of Phone Number Fields in Sage CRM »
Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More: Progress Bar on Sage CRM entity screens »
GUMU™ Integration for Sage CRM – Sage 100 link is real time bi-directional link. GUMU™ integrate front office and back office data, by which Sage CRM user can access integrated ERP data in Sage CRM directly from ERP. Installing and using a GUMU is very easy which can be done by system administrator by following… Read More: GUMU™ Integration for Sage CRM – Sage 100 DOs and… »
Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More: Using Primary Key Column of an Entity to Search »
In our earlier post, we had explained how to display Fusion charts using COM API and .NET API and add drill-down to the Fusion charts. In this blog post, we will be explaining how to add fusion charts to Sage CRM Interactive Dashboards. New Stuff: Profile Pictures for users on Sage CRM Dot Com Consider… Read More: View Fusion Charts on Sage CRM Interactive Dashboards »
Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff: Sage CRM builder – Future of Sage CRM Cloud In this blog post, we will see… Read More: 360° Customer View on Sage CRM Interactive Dashboards »
Recently we came across a Tomcat issue where Dashboard and Excel Import Export was not working after upgrade from 6.2 to 7.2 on an Amazon Server, every configuration was properly in place but Tomcat logs were showing db connectivity issues. After deep digging on this issue we came to know that Amazon server works on… Read More: Sage CRM 7.2 Tomcat Setting for EC2 Amazon Server’s Elastic… »
