Category Archives: js file

To calculate number of months between two dates

Many times we come across a requirement where you require to calculate the number of months between two Dates. In our blog, we will explain how you can achieve this. New Stuff:Steps to implement Delete Order functionality in GUMU Sage CRM – Sage 100 Integration Lets, take an example where we need to calculate the… Read More »

Merge one or More Templates while sending email in Sage CRM

Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM’s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate… Read More »

Sage CRM 2020 R2 Alignment issue in Internet Explorer

Sage has announced the latest release of Sage CRM. Sage CRM 2020 R2 is now available to clients and partners. With the release of Sage CRM 2020 R2 new features and enhancements are made available in few areas. This area includes Exchange Online (Office 365), Mailchimp, Advanced Customization Wizard, Software Development Kit (SDK), Logging and… Read More »

Disable find screen Hyperlink on recent List of Sage CRM

In today’s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this… 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 »

Add Calendar control in Self Service Portal

The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… 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 »

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 »

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »