Communication is one of the essential entity in CRM wherein user can Create Task, Appointment and Send Email. New Stuff: Restriction of characters in CRM passwords Recently a customer approached with an issue which they were facing while printing email content with large data. The issue was when email content was more as shown in below… Read More »
As we all know Sage CRM is considered to be an easily customizable software solution as per the client needs. The standard CRM solution itself allows many easy ways to make the customization whereas, it also supports Client Side Scripting to achieve the same. New Stuff: Business Manager in Sage CRM The field’s arrangement in standard… Read More »
You all must be familiar with the two different formats provided by Sage CRM for User-select field. But do you really know, on what specific criteria does this field’s data type changes or where it is basically configured in CRM? New Stuff: Unlock the potential Enterprise data – With our GUMU™ Integration for Sage CRM with… Read More »
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 »
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 »
Hi folks! As we all know that CRM contains large number of screens, lists, grids, etc. CRM has respective tables to maintain the same. Through these blog/article I will explain you a scenario which I faced while working in one of the project and how I resolved a very strange issue. Related Stuff: Quick look… Read More »
Hi readers! Through these article I will be explaining you how we mapped cities against states for one of our respective client. To make my explanation more descriptive let me tell you the actual scenario. As you know the datatype of “State” and “City” fields on address panel are text. So what we need to… Read More »
Hi folks! Hope you all must be aware of “SSA” (i.e. Search Select Advance) field in crm. I will define it in one sentence “Acts as a bridge between two entities”. Now, I will explain it in more detail by taking two scenario’s (i.e. Standard entity, customized entity). What exactly I want to say is… Read More »
This blog is in continuation of previously written blog where I have explained how to capture target audience from website and convert it into Lead in CRM. You can refer the detailed explanation in the post mentioned below. Related Post: Capture your target audience effectively I had explored the basic lead information which CRM enables… Read More »
In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More »