Category Archives: Sage CRM 7.1 SP2

Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2

In our earlier blog, we had discussed how reports styles can be changed to get impressive reports in Sage CRM. https://www.greytrix.com/blogs/sagecrm/2014/09/12/get-impressive-reports-by-adjusting-report-styles-in-sage-crm/ New Stuff: Include your Company Logo in Sage CRM Reports Going further, in this blog, we will explain how Report Header, Details and Title etc. can be formatted as per requirement. In Sage CRM, Reports… Read More »

Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone

Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »

Avoid scrolling with Collapse Screen Feature in Sage CRM7.2

Sage CRM client side API methods of Sage CRM 7.2 are very useful to customize Sage CRM screens, layouts etc. In this blog post, we will explain how users can enable Collapsible Panels feature in Sage CRM v7.2. New Stuff: Printing current Sage CRM Screens to PDF Refer our blogs on Sage CRM v7.2 features… Read More »

Limit number of characters in Sage CRM fields

In our earlier post, we have explained how to restrict the length of a Sage CRM text field on screen block using JavaScript and JQuery. New Stuff: Document Management against Lead Entity In this blog post, we will take a look at how to limit the number of characters in Sage CRM fields that are added… Read More »

Hide Export data option for Non admin users

Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More »

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 »

Workflow Tip to set Document Type and Category

Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More »

Control users to create Appointments in Sage CRM

Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More »

Quick Tip: Hyperlinking inside Your Notes in Sage CRM

If you enter any url directly on notes, such as https://www.greytrix.com/blogs/sagecrm/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid… Read More »