Category Archives: Disable

Deselect Create Communication during Mail Merge in Sage CRM

Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »

Configure Quick Find to Exclude fields from Quick Find Search

We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »

Disable find screen Hyperlink on recent List of Sage CRM

In today’s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this… Read More »

Disabling MailChimp Integration from Sage CRM

MailChimp is an email marketing solution that is integrated with Sage CRM to let you create online campaigns, send emails, and track results for campaigns. You can easily integrate MailChimp with Sage CRM by configuring API key and List Id. Related Stuff: Unable to save MailChimp Configuration in Sage CRM In this blog I will… 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 »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »

Enabling and Disabling of Workflow in Sage CRM based on a Field value

We all are familiar with the JavaScript Codes or say the Client side API and its benefits to ease the customization efforts of programmers in Sage CRM. One such advantage w.r.t CRM Workflows was enabling or disabling of specific rule based on the conditions. But what if you need to disable the whole workflow on… Read More »

Restrict access to certain entity with SQL conditions

With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »