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 »
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’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 »
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 »
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 »
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 »
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 »
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 »
Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More »
With new advanced capabilities of client side scripting in Sage CRM7.2 we have got added flexibility in field and screen customizations. I have discussed many such scripts on this blog including the new and old ones. The New Stuff: New way of Client side field customizations Now, as you might know, we can control the behavior… Read More »