From the Find screens in Sage CRM, the cursor defaults to the Keyword Search field. Refer below screenshot. Recent question asked in one of the forum that if it can be manipulated in Sage CRM so that the cursor lands in a different field as a starting point. New Stuff: Hide Export data option for… Read More »
As we know that Rich Text editor feature if available in any of the application gives flexibility for users to format the contents of an email in a good looking and professional manner. This feature is provided by SageCRM out of the box on email screens. However we can also extend this functionality to other… Read More »
Sage CRM allows to create different types of fields as per the requirement e.g. Text, Date, Search Select Advance, Selection etc. But sometimes to capture complex requirements we need to twist the appearance of fields on screen. New Stuff: Where to search for Sage CRM Configuration components One such field type is “WWW URL”. If… Read More »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
As you all know the impact of images present on web applications over users (i.e. more the images more the “likes”). Lets see today how we can make this more information/fun for to user by adding images under status column on any grid available in Sage CRM. Let’s take an example of a Status field… Read More »
Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon “Rules” and “States”. On click of “Rules “respective progress screens opens up. These screens contain… Read More »
Client Side API is much easier to work with Client side customizations rather than using JavaScript. In my previous blog I have explained how we can add column in grid using Client Side API. Below is the link for the same. Related Post: Sage CRM 7.2 Client Side API Adding columns to List at Runtime… Read More »
As you know Sage CRM gives ability to add fields against any entity which can be added on screens to make user interface more interactive. However there are fields which are available by default within the CRM as System fields which don’t get displayed in selection list while we adding them to screens. A sample… Read More »
Grid customizations in Sage CRM are bit time consuming and sometimes need complex coding. But with Sage CRM client side API it has become much easier to work with grid customizations. One of our clients came up with requirement that there should not be an hyperlink on Quote Items grid. Now, this hyperlink is not… Read More »
Sage CRM 7.2 introduced a new powerful and simple way to use API for carrying out client side customizations. In my previous blog I had explained how we can hide and show fields using Client side API. Below is the link for the same. New way of Client side field customizations In this blog I… Read More »
