Category Archives: Lists

Change Display Field on list in Quick Find

What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »

Sage CRM 2021 R1: Inline customization of Lists and Grids

As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »

Suppress display of duplicate meeting records in Company and Person Context.

Sometimes, we may encounter duplicate meeting records that have been created against Company and Person. As this is not the most attractive way of representing data. Moreover, it may lead to confusion. In this blog, we will explain, how to suppress the display of duplicate meeting records in the Company and Person context. NewStuff :Steps… Read More »

Customizable Report Graphs in Sage CRM

Sage CRM has proved its efficiency and reliability in managing the Customer relationship with many prominent features. Not just with the data management but even the various outputs to fetch these data help in projecting the profits and analyzing the business revenue effortlessly. Sage CRM’s reporting feature has always been proved helpful to view the… 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 »

Controlling column’s width in List or Grid using Client Side API in Sage CRM – Part 2

Sage CRM has always been flexible enough to modify the look and feel of screens, lists, or grids. With the help of Standard CRM methods in combination with Client-side API, implementers can easily make such modifications to achieve business requirements. You can refer to our below post wherein we have explained part 1 of this… Read More »

Sage CRM 2020 R1: Extended support for Nested Mail Merge – Part 2

This blog is in continuation to the topic of Nested Mail merge in Sage CRM 2020 R1. You can refer the below link for the same. In this blog, we will explain how to create the Nested mail merge templates against the new entities definition recently added in MailMergeRelatedInfo table. Related Post: Sage CRM 2020… Read More »

Easy Steps to Find out Field Reference in Sage CRM

Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs… Read More »

Controlling column’s width in List or Grid using Client Side API in Sage CRM

In Sage CRM, modifying the look and feel of the Screens, lists or grids is managed through Client Side API or JQuery. Where Client Side API helps with the Standard CRM Methods to incorporate the changes, JQuery requires additional technical knowledge to make the changes. These methods are easily made available in Sage CRM Community.… Read More »