Category Archives: Fields

On-Screen Notification error in Sage CRM

Triggering Escalation is one of the powerful and useful features within Sage CRM. With the help of Escalations, you can perform numerous actions within Sage CRM application such as displaying on-screen notifications for users, sending emails to customers, setting certain field value, execute SQL statement or run stored procedures, etc. Another feature mostly used in… Read More »

Add hyperlinks on the Sage CRM fields contained in an Entity Context

Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks. New Stuff: Change the Look and Feel of Sage CRM Grid For example, if Sage CRM user is in Case context and wants to navigate to an associated… Read More »

Sage CRM 2021 R2 – Field Caption Changes

New features or changes are introduced with the release of new versions of Sage CRM. In Sage CRM 2021 R2 field captions have been updated. This change was one of the recommendations that were made following a review of the default screens and lists for the core entities. New Stuff:  Change the Look and Feel… Read More »

Sage CRM 2021 R2: Word wrapping not supported

In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »

Sage CRM 2021 R2 – Changes to Entity Fields and Tabs

Sage CRM standard functionality allows us to add multiple types (Text, Selection List, Multi-Select, Search Select Advanced etc.) of entries in an entity and showing them for at the entity level for informative purposes. In Sage CRM 2021R2, they have removed unused and added more frequently used fields and tabs to the default screen objects… Read More »

How to Add field-level help (ToolTips) by Configuration

Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… 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 »

Mandate Company’s Phone and Email Address using Table level Script

Sage CRM has proved beneficial for small or medium sized companies to handle the Customer Relationship Management in an efficient way. The base structure designed in the system itself is so easy to understand as well as promising that the system users will be equipped with all the information related to the Customer in a… Read More »