Category Archives: Fields

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 »

“All” and “None” Selection option missing from Filter Dropdown

Sage CRM allows users to store and access the data in an efficient way. To access data efficiently Sage CRM provides functionalities like Advance Find, Quick Find, and Keyword search, etc. which can be customized as per user’s requirements. To know more about these functionalities, refer below:3 ways to Search Information in Sage CRM New… Read More »

Autosyncing Accpac fields in Sage CRM

Recently we received a requirement from one of our clients, where he wants to update the values of Sage 300 ERP in CRM without clicking on any buttons or performing any task, i.e. as soon as the user navigates to a company summary page, the user should be able to see the updated values of Sage 300 fields in CRM. Well, this can be achieved by writing Javascript… Read More »

Append Percentage Symbol with the field value in Sage CRM

Sage CRM’s extensible flexibility has always proved beneficial for the implementers to work on it as well as for the users from accessibility point of view. Right from high level of customizations to minor level of changes, everything can be easily implanted in Sage CRM. One such flexible standard feature of Sage CRM is the… Read More »