Category Archives: Date

Restriction on Date field for reports in Sage CRM Part-2

Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly… Read More »

Restriction on Date field for reports in Sage CRM

We all are familiar with Sage CRM’s Reporting tool, which helps to give a clear picture of ongoing work in very efficient manner. Just like many other features of CRM, even Reporting tool has some of its inbuilt features such as various report output options, chart options, sorting or grouping of output data etc. Even… Read More »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

Easy to Use Calendar with Sage CRM 2018 R3

We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »

SAGE CRM 2017: Change the Display format of Dates in Calendar

Sage CRM’s Calendar tab helps the Users to manage Appointments and various other Tasks such as, taking a follow up from customer, sending an email, scheduling a call etc. effortlessly. Users can not only create tasks for themselves but can also assign it to other subordinates with ease. With the launch of Sage CRM 2017,… Read More »

Populating Default Date Field Values

Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM. Client side scripts and JQuery has although taken up customizations to a higher level, it does requires to write a few lines of codes/functions in order to customize the Date field’s functional behavior. New Post: Generate Unique Reference Number… Read More »

Information on Date/Time/Number Preferences in Sage CRM

Date Preferences: A Date is made of three elements namely Month, Date and Year and we can set combinations depending on country to have a date format. Example MM/DD/YY. Sage CRM has different date formats which user can set for his own instance in User Preferences. Once user selects date format, all the date fields… Read More »

Set Default Value for Date Field through Script

In Sage CRM customizations, scripting has been proved essential for developers to justify trivial requirements with an ease. It provides the flexibility to set validations or values in field at screen level. Though this can be achieved through few configurations in CRM, but it does not allows you to limit the setting up to certain… Read More »

Make Calendar Control visible in Sage CRM

Recently we came across a strange behavior of the Date Picker field where the Date Picker was not opening to show the Calendar control in Sage CRM. Our new GUMU Solution: GUMU for Sage CRM – Sage ERP X3 Integration ~ realtime, bi-directional, multi-folder As a normal behavior, when any  Sage CRM user clicks on the… Read More »