How you design your database has huge effect on how your system performs. Primary key, foreign key constraints help to keep the tables linked to each other and store the data in unified manner. From long time SageCRM has followed strategy of generating primary keys through stored procedures rather than relying on the inbuilt primary… Read More: SageCRM Record Id generation old and new methods »
Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More: Listing multi-select field data in a vertical format »
Few days back we had observed a strange logout in Sage CRM; showing an IP Address mismatch on the screen instead of Sage CRM login screen.After some investigation, it was found that this happens if the IP address of Sage CRM server changes. At our workplace, the IP address of Sage CRM server was changed… Read More: IP Address mismatch in Sage CRM »
Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With… Read More: Shortcut Keys in Sage CRM »
Sage CRM has a sophisticated security mechanism using which users will be able to access only a particular set of data records. The entire data can also be restricted to the users. Recently we have observed new security matrix added in IIS for Sage CRM v7.2. i.e. User is Logged out automatically out of Sage… Read More: IIS Security in Sage CRM v7.2 »
Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with… Read More: Modify Sage CRM field Captions in No Time »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More: How log files are maintained in Sage CRM »
Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More: Retrieve Primary Keys in TLS »
Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More: Export to Excel and Export to PDF functionality on Sage… »
In earlier blog, we had explained how to Enable Keyword Search on Sage CRM find screen. In this blog, we will be explaining how to add custom entities in Keyword Search that allows users to search for keywords across all primary entities. By default, All primary entities are listed under the Keyword Search option. The New… Read More: 2 Easy Steps to Add Sage CRM Custom Entity in… »
