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 »
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 »
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 »
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 »
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 »
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 »
Although Sage CRM comes with its own spell checker but user needs to click a button all the time to check E-mail content. It is also limited to FCK editor only; and not available for other Sage CRM screens. New Stuff: IIS Tip – Enable 32-bit Applications on 64-bit server Imagine a better Spell Checker… Read More »
Sage CRM setup process automatically creates a website and an application pool in an IIS with pre-defined settings. Sage CRM application runs based on these settings. Any incorrect setting on the application pool can cause Sage CRM application to stop functioning. Most of the settings are set properly in IIS; but there may be a… Read More »
Last week we faced this quite strange issue on one of the server when Sage CRM suddenly stops running and shows below error message (Refer below screenshot). Looking at the error we thought it might be due to Sage CRM License Keys expiration; and hence, we checked the License Keys validity but found that it… Read More »
Mail merge functionality is one of the very useful SageCRM modules when it comes to sending newsletters, welcome letters etc. With the introduction of Apache Tomcat for this functionality, lot of Java configurations have been introduced to the default install. Any changes to these configurations can lead to issues with the merge process. We have… Read More »
