Category Archives: Display

Display 3 Line Menu Feature in SAGE CRM 2018 R2

With the release of Sage CRM 2018 R2, some of the coolest features of screen calibration were announced. One of these feature includes “Display three-line menu”. New Stuff: Masking Email and Phone Number in SAGE CRM Display 3 Line Menu option has helped optimizing the Main Menu for long item names and narrow screens. Users can… 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 »

Sage CRM 7.3 SP3 Enhancement

With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »

Set Info Message Color Based On Opportunity Stage

In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »

Highlight fields using Client side API in Sage CRM

As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… Read More »

Features to manage Images through Sage CRM – Part 3

This blog is continuation of our previous blogs “Features to manage Images through Sage CRM Part 1 and Part 2” in which we have explained the process to upload and display images on CRM screen along with Zoom In and Zoom Out functionality. Now we have developed an additional feature in the same functionality called… Read More »

Control Display Format of Search Select Advanced fields in Sage CRM-II

In our earlier blog, we have explained how to Control Display Format for Person SSA field in Sage CRM. In this blog, we will explain how to format 2 fields and then display concatenated string within Search Select Advanced (SSA) fields. New Stuff: Mark Business Email field as Optional on Company Entry screen of Mobile… Read More »

Display Additional information on Calendar screen of Sage CRM Mobile App

Sage CRM Mobile APP provides allows users to create new Tasks or Appointment and most importantly manage their day to day activities day by day. In this blog, we will explain how to display Additional information for the Appointments that are visible into the Calendar menu. Refer highlighted section for your reference. New Stuff: Troubleshooting Sage… Read More »

Problem displaying Images in Crystal Reports

Crystal Reports is a business intelligence application which you can use to create and maintain reports. As you know Crystal reports can also be integrated with Visual studio so that they can be directly access through websites. We implement the same approach for reporting through Sage CRM for our customers. New Stuff: Lead to Company/Person… Read More »