Category Archives: Sage CRM 73

Customization for exporting Notes

Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM’s standard report functionality. We can do the same with the help of coding as well. New Stuff: Client Side Script to Concatenate Address Recently, one of our client asked us to add a button on notes… Read More »

Auto Logout User In Sage CRM

One of the scenarios in Sage CRM is that after some time the user is automatically logged out or kick out to the Login screen in Sage CRM. As we know Sage CRM is providing multiple configurations inside itself to handle some features. So the solution to that scenario is already in the Sage CRM… Read More »

Client Side Script to Concatenate Address

Sage CRM, is one of the most flexible software to customize and achieve any complex requirement specified by the client. Client-side scripts are brought into play for many purposes. On change, functions can be used to hide/show fields on the screen. Likewise, you can also highlight fields by including conditions to your script or show… Read More »

Edit Existing Mail Merge Documents within Sage CRM

Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More »

Enabling workflow on custom tabs

Workflows are a very important aspect of Sage CRM. Workflow helps you to automate business processes using a predefined set of business rules and actions. A workflow guides the user through a business process, checking, tracking, validating the information and triggering actions. New Stuff:  Adding Image to Summary Screen in Sage CRM As we all… Read More »

Suppress button on Quote Summary Screen

In our previous blogs, we have already mentioned How to hide buttons from sage CRM screens, Hide fields and extra spaces in Sage CRM and Hide Unwanted Buttons in Sage CRM 7.2. There is another way to achieve the same with only one line of code. As we know Sage CRM is a browser-based application that uses HTML and… Read More »

Adding Image to Summary Screen in Sage CRM

Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy.… Read More »

Button Alignment issue on document tab of Custom Entity in Sage CRM

In one of the instances, we observed that the buttons were not visible while adding a new document against a custom entity created by entity wizard. But, the buttons were back when Page Zoom in or Zoom out was performed. So we investigated and have found a solution which we have discussed further in the… Read More »

Auto update opportunity stage using escalations rules

Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »

Solution for Running Reports in Sage CRM

One of the most used features in Sage CRM is ‘Report’. In this blog, we have discussed a solution for the error message “The field does not exist or is not a report field, or you are not permitted to use it: lead_priority” when you try to run the report. New stuff: Changing the Default… Read More »