Category Archives: Sage CRM

Troubleshooting Tomcat Issues – Part 2

Everyone who has worked with Sage CRM must be aware of Tomcat service installed with it and the various features of CRM such as Dashboards, Calendar, Mail merge, Documents upload or Export to excel that are dependent on this single service. However, many of us must have encountered issues with these functionalities at least once… Read More »

Define Multiple Service workflow process in Sage CRM

As we know Sage CRM is mostly used because it’s get customize in many ways as per the user requirements. Also in the administration section of Sage CRM there are many settings and options using that user can achieve multiple things without new customization. So in this blog we can see some tricks about workflows… Read More »

Notify user to complete Quote line Items

Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. One of those many feature is converting or promoting quote to order. New Stuff: Display Selection field value as an Icon using Client Side API In Sage CRM there is a button on… Read More »

Increasing Reference Column Width In Sage CRM

Recently in the community forum there was an requirement, where user wanted to show reference no of Case, Order or Quote in a single line instead of it being displayed in two separate lines.  This can be easily achieve by writing simple jquery code. In this blog we will see how to achieve the same.… Read More »

Display Selection field value as an Icon using Client Side API

Flexible APIs is one of the key factors for any product to become more successful in the market. Sage CRM’s Client-Side API is a simplified and specialized set of client-side libraries which helps developers to customize screen behaviour as per their need. This API is established on the jQuery programming syntax. We can quickly extend… Read More »

Auto – complete tasks of a closed opportunity in Sage CRM

As we all know, Sage CRM’s Communications entity has not only helped to manage communication with the Customers but also internally within the application users. Another important feature is the ability to link these communications of any type i.e. Task, Appointments, or Email to the respective Sales or Service record of the Customer. This has… Read More »

Changing Sage CRM Default log on page for Mobile view

The use of mobile for any kind of activity is a very common thing now. People expect to get things done on their fingertips. The same principle applies to Sage CRM as well. There are two ways to access Sage CRM on your mobile. It has a dedicated mobile app and a mobile view. The… Read More »

Hiding Fields Using Create Script in Sage CRM

We all are aware that we can hide a field using Client side API or Javascript and Jquery. But what if we want to avoid scripting language and do this using standard code and standard functionality of SAGE CRM. On doing some investigation we came across a code wherein we can hide the field by… Read More »

Error exporting reports to excel in CRM Part-8

Sage CRM has an easy reporting tool that allows you to create a new report or edit the existing one. We can add different types of graphs in a report which will be beneficial to view the report data in Graphical format. These reports can be added into the Dashboard also so that users can… Read More »

Changing appointment color for a user in Team CRM calendar

Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals. It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to… Read More »