Category Archives: Customization

IIS Configuration Setting for. NET API

As you know, Sage CRM has made the implementation task or say functional development easy through the .Net API development kit through various tools and languages such as VS 2010 or 2012 and C# or VB. Developers can use wide range of packages to build enhanced solutions for business needs with better flexibility. New Stuff: Outlook… Read More: IIS Configuration Setting for. NET API »

Controlling Notification Count in Sage CRM

In Sage CRM, when a lead, communication or opportunity is created system provide a provision to create On-screen notification which will act as an alert engine for the user. This On-screen notification will be available under My CRM area. But, there is possibility that user may forget to check the notification area which will lead… Read More: Controlling Notification Count in Sage CRM »

Behavior of SSA field in Customized entity

Hi folks! Hope you all must be aware of “SSA” (i.e. Search Select Advance) field in crm. I will define it in one sentence “Acts as a bridge between two entities”. Now, I will explain it in more detail by taking two scenario’s (i.e. Standard entity, customized entity). What exactly I want to say is… Read More: Behavior of SSA field in Customized entity »

Shipment and Invoice Process in CRM

Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More: Shipment and Invoice Process in CRM »

Displaying date fields in Nonstandard formats

Support of JQuery has taken up the Sage CRM customization to the higher level as JQuery has wide range of built in functions as well as its syntax to manipulate DOM elements reduces lines of code which is something every developer will like. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Working… Read More: Displaying date fields in Nonstandard formats »

Tips and Tricks about Calling function in Custom Content of Sage CRM 7.2

Even from Technical Point of view Sage CRM is very much capable to handle various critical solutions. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom Content of any screen. This blog explains such a nice and timesaving trick to call JavaScript function written in… Read More: Tips and Tricks about Calling function in Custom Content of… »

Selecting multiple fields using Client Side API

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 »

Codeless Customization: Add Custom Entity New Screen when accessed through iPhone

In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More: Codeless Customization: Add Custom Entity New Screen when accessed through… »

Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone

Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More: Codeless Customization: Add Custom Entities to Find Screen when accessed… »