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: How to Visible Standard Field in List »
Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can… Read More: Control Column Visibility in Sage CRM Grids and Lists »
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 Client Side API Manipulate List Block Columns »
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: Sage CRM 7.2 Client Side API Adding columns to List… »
Sage CRM comes with a feature of uploading documents against the primary entities such as Case, Company and Opportunity etc. These documents let it be of any type such as a PDF, DOCX or a jpeg file, can be found under the documents tab against an entity. However when you customize this module, there are… Read More: Missing Download Attachment button on Documents Tab »
Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining… Read More: Codeless customizations to add List Blocks »
Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More: Listing multi-select field data in a vertical format »
When it comes to SWT, the only question that comes to our mind is what level of customizations are possible. Yes we can do some simple and straight forward customizations. I had discussed couple of them in my previous blogs. Please refer related posts below. Related Post: 1. Adding new fields on Web Order Entry… Read More: Adding new fields on Web Order Item Entry screen »
As a practice we always right click on the buttons in Main Menu and go to required item. For e.g if we want to find a customer, we can right click on Find button and select Customer. Now suppose we are implementing CRM for call center where every click is the cost. We can avoid… Read More: Change the way Sub-Menus pop out in SageCRM »
This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More: Report Columns are now loaded in Alphabetical Order – Sage… »
