Category Archives: Phone

Associate Company and Persons to Primary entities in Sage CRM for Mobile

In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More »

How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups

This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details. After understanding the relationship between entities specified in… Read More »

Remove unwanted Phone-Email fields Part 2

In my previous blog I had explained how this can be done in standard way. Bu what if you want to just hide the unwanted fields in the Phone/Email tab and not remove them?  Same can be done by implementing JavaScript as explained below. Here are the installation instructions. 1. Create a ClientFuncs.js file… Read More »