JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »
In our previous blog, we have explained the functionality to display the list on Standard Communication screen by using HTML scripting. But, this time we will be explaining how to add communication list using JAVASCRIPT. New Stuff: Promoting Quote to an Order issue Here, we were asked by our customer to display past communication records regarding… Read More »
In this blog, we will be looking at a solution which will allow system to tag/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example. Suppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him.… Read More »
Hi Folks! In this blog I would like to explore one more document functionality related issue called “Unable to Edit Document”. As you know every client nowadays are installing and upgrading their CRM instance to latest version. New Stuff: Display Count of your Opportunities against Company Recently, one of our client has upgraded Sage CRM from… Read More »
In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »
The Escalation functionality allow user to create notification rules for primary entities as well as custom entity in Sage CRM. Escalation rules can contain few conditions based on which notifications can be triggered via Email or on screen messages. If you want to enable Escalation for Custom Entity you can refer Enabling Escalation feature for Secondary… Read More »
Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities… Read More »
Hello everyone! As we know that SAGE CRM is enriched with number of functionalities such as maintaining Customer records, creating communications against customers, attaching documents in communication record, etc. The communication list also display records with attachment but it doesn’t allocate the “Column Name” to it. Can we give suitable name to the column for… Read More »
When it comes to set up integration of Client side add-ons with web applications, security rights and restrictions always comes into consideration. We have been writing blogs on various process as well as features explored of Sage CRM Outlook Integration. In today’s article, I will share my experience where I have been facing an issue… Read More »
