Till Sage CRM 7.2, we were not having “Auto Spell Check” functionality available and we have to click on “Spell Check” button and then it shows the spelling mistakes. This approach was very reactive approach and multiple times it happens as human being people forget to click on “Spell Check” and we store data with… Read More »
We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »
Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More »
Many a time, clients come with a requirement where they want to launch Sage CRM from their Sage 100 ERP workstation. It can be done by adding a custom button to your Sage 100 ERP application’s toolbar of your workstation. Using this button, Users can launch Sage CRM from within the Sage 100 ERP environment.… Read More »
In our previous blog posts, we had explained Sage CRM Client side API features that are available for Sage CRM v7.2. In this blog post, we will explain highlighting the field that is currently in focus on Sage CRM v7.2. New Stuff: Some facts about Metadata Refresh Let’s consider that you wish to highlight the… Read More »
Sage CRM Client Side Scripting provides vital features to customize Sage CRM the way a user needs. We have discussed several tricks on Sage CRM Client side scripting in our previous posts. You can refer Also Read section at the end of this post for more details. In this blog post, we will explain how… Read More »
While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus… Read More »
Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
