There are different types of fields in Sage CRM. Well obviously we can change/set the field length as per our convenient and depending upon the data that would be user filling while entering the data. Suppose we need to change the field length then you need to do refer the below link. https://www.greytrix.com/blogs/sagecrm/2008/12/29/changing-field-length-of-a-text-field/ Alternate way… Read More »
In my previous blog I had explained how this can be done in standard way. https://www.greytrix.com/blogs/sagecrm/2012/10/20/remove-unwanted-phone-email-fields/ Bu what if you want to just hide the unwanted fields in the Phone/Email tab and not remove them? Same can be done by implementing JavaScript as explained below. Here are the installation instructions. 1. Create a ClientFuncs.js file… Read More »
In Sage CRM, I came across one interesting scenario where I want to display two fields combined. Consider the scenario, if I wanted to display an age field like 24 years. In this case I created two fields one text field which contains age value and another one is selection which contains age description like… Read More »
When we put multiline text fields on the screen, they work quite well with standard structure. However if you enter the large data, the content expands to fit the limits of the column and it either extends vertically or horizontally. This has no problems however when we have more panels below the screen containing this… Read More »
Consider a scenario where we need to populate a field value from another table to Company Summary screen. To achieve the same we need to access the database to get the field value and then display the same on the screen. For example FinalTotal is a field in any other table in CRM. You want… Read More »
The Administration section Sage CRM provides option not only to add new fields in an entity but also to change the entry type, Caption, Entry Width etc of the existing fields. Once altered these changes get reflected on the screen wherever used. But recently I came across a strange issue. The requirement was to change… Read More »
This is developer specific technical tip which can be used in CRM customizations. In customizations we usually execute sql statements using CreateQueryObj function. For Eg. SqlQuery = “Select comp_name from company (nolock) where comp_compname=”+sCompId; SqlObj = eWare.CreateQueryObj(SqlQuery); SqlObj.SelectSQL(); Here to retrieve the value of comp_name we can use SqlObj(“comp_name”). The above example is for the… Read More »
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More »
Recently I came across a problem with OnChangeScript in sage CRM version 7.1. Somehow OnChangeScript for search select advanced fields doesn’t like the script to be on multiple lines! i.e. Below written script doesn’t work: id = document.EntryForm.comp_type.value; alert (‘comp_type:’+id); and Below written script works: id = document.EntryForm.proj_companyid.value;alert (companyid :’+id); First script gives the following… Read More »
Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add… Read More »
