Category Archives: Lists

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

Incorporate Export Functionality in New Self Service Portal

We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »

Enhance a Custom entity list for loading results faster

Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »

Adding a Pipeline graphic to List using .Net API in Sage CRM

Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »

Favorite list not showing Content for Custom Entity records

Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »

Deleting Report categories of Sage CRM from Backend

Sage CRM’s Report Category makes it easy for users to classify and organize reports in the Report tab. Sage CRM by default provides various Report Categories related to different entities. Also, System Administrator has the provision to create new categories as per the Business. New Stuff: Dynamics 365 CRM – Sage 100 ERP Integration: Changing… Read More »

Delete Documents and Communications from Records in a Group

Launch of Sage CRM 2018 R2 has come up with the new feature known as “Mass Delete” against Groups. You all must be aware of “Mass Update” and “Update Territory” functionality available against Group through which we can update specific data and territory of all records present against group respectively. In our previous blog, we… Read More »

Allow Mass Update against Group in Sage CRM 2018 R2 onwards

Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a… Read More »

Change the sequence of View Fields in SSA Field in Sage CRM

SSA fields prove to be one of the most efficient feature of Sage CRM in terms of searching as well as storing data in CRM. These fields can be created for any standard or customized entity. With the help of SSA fields, users can search records through a full-fledged search screen available within the field… Read More »

Customizing record list to be displayed under Calendar List tab in Sage CRM 2018 R3

Hi Readers! In this blog, we are going to explain the Sage CRM Calendar List functionality. As we all know nowadays users mostly use the calendar to check their appointment meeting etc. according to today’s enhancements in business, CRM also bringing new features and Calendar List is one of that. In this blog, we are… Read More »