Category Archives: Javascript

Notify user to complete Quote line Items

Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. One of those many feature is converting or promoting quote to order. New Stuff: Display Selection field value as an Icon using Client Side API In Sage CRM there is a button on… Read More »

Hiding Fields Using Create Script in Sage CRM

We all are aware that we can hide a field using Client side API or Javascript and Jquery. But what if we want to avoid scripting language and do this using standard code and standard functionality of SAGE CRM. On doing some investigation we came across a code wherein we can hide the field by… Read More »

Changing appointment color for a user in Team CRM calendar

Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals. It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to… Read More »

Issue while loading records on Ticket List in Self Service Portal

Latest version of Sage CRM Self Service portal is fully customer responsive. Self-service portal is designed in such a way that customer can easily adopt the portal. With self-service portal customer can access cases i.e. ticket or related notes as per business needs. Beauty of portal is that customer can create ticket, can see all… Read More »

Set Date Format in New Self Service Portal

Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… Read More »

Incorporate Case filter screen in Self Service portal

Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »

Restriction on Date field for reports in Sage CRM Part-2

Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly… Read More »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

Exclude All or None options from selection field in Sage CRM

As we all know Sage CRM is flexible enough when it comes to incorporating customizations. Other ease comes with the various types of fields available in CRM like numeric, text, date-time, currency, selection, multi-selection etc. These different field types not only helps in easy data capturing but also in searching the data. But what if… Read More »

Freeze the position of buttons in Sage CRM screens

There is no doubt in the efficiency of Sage CRM in terms of maintaining and managing the data. One of the added feature is the look and feel, the user-friendly UI of all CRM entity’s screen which helps the User to understand data entry functionality quite easily. One of the minor drawback of this UI… Read More »