In our earlier post, we have explained how to restrict the length of a Sage CRM text field on screen block using JavaScript and JQuery. New Stuff: Document Management against Lead Entity In this blog post, we will take a look at how to limit the number of characters in Sage CRM fields that are added… Read More: Limit number of characters in Sage CRM fields »
From the Find screens in Sage CRM, the cursor defaults to the Keyword Search field. Refer below screenshot. Recent question asked in one of the forum that if it can be manipulated in Sage CRM so that the cursor lands in a different field as a starting point. New Stuff: Hide Export data option for… Read More: Change Default Cursor Position for Find Screens »
Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More: Hide Export data option for Non admin users »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More: Workflow Tip to set Document Type and Category »
Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More: Control users to create Appointments in Sage CRM »
Sage CRM is having strong security on User Management. If Sage CRM user enters their password or User name incorrectly multiple times; the user gets locked out and below message is shown to the user. New Stuff: Customer Dashboard with LinkedIn search Now the question here is how to unlock user. There are 2 ways… Read More: What if user is locked out in Sage CRM? »
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: Quick Tip: Hyperlinking inside Your Notes in Sage CRM »
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: Implementing Browser based Spell-Checker in Sage CRM »
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: IIS Tip – Enable 32-bit Applications on 64-bit server »
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: Confirm if your Sage CRM system has actually expired »
