Documents tab is available against most of the Sage CRM entities in order to upload the documents. If we want to have the similar feature for Custom entities we have to keep in mind to check Has Documents checkbox while generating Custom entity from the wizard. What if you forgot to check the box and now… Read More »
In Sage CRM, you can see address of Person arranged over multiple lines as shown below. This is because the corresponding view under the Address entity is written as follows. CREATE VIEW vAddress AS SELECT ISNULL(rtrim(Addr_Address1), ”) +’ ‘+ ISNULL(rtrim(Addr_Address2), ”) +’ ‘+ ISNULL(rtrim(Addr_Address3), ”) +’ ‘+ ISNULL(rtrim(Addr_Address4), ”) +’ ‘+ ISNULL(rtrim(Addr_Address5), ”) AS Addr_Street,… Read More »
I see most of the new users/developers training on SageCRM face this question while they work on Appointments and Tasks module. In sage CRM logic used for “Comm_DateTime” and “Comm_ToDateTime” field in Tasks/Appointment is bit difficult to understand. Developers don’t understand how the validation of date range occurs. Here I will explain you how the… Read More »
Have you guys ever experienced such problem where you are not able to view the document uploaded in SageCRM? This problem may occur in different circumstances and would be faced by lot many peoples using SageCRM worldwide. Let me share one such instance I had faced. One day I started my demo machine to setup… Read More »
We all know that updating webservice table field in Custom_tables to “Y” opens the entity for access through the webservices, but can you ask CRM administrator to fire query to do this? Absolutely not. There is relatively simpler way to do this from CRM which is as follows. A) Log In to CRM B) Go… Read More »
In Sage CRM, for creating the case there is standard workflow or we can create the new workflow as per our requirement also. Not only for cases, workflow can also be defined for other entities like opportunity, lead, etc. In workflow, there is one action as “Send E-mail”. This action is used to send emails… Read More »
In Sage CRM, is it possible to create same column name in two different tables? Yes, it is possible. Mirroring a Field stands for creating a column with the same name and same signature in two distinct tables. To understand these in a better way assume that not only I want to create a field… Read More »
There are different field types provided by SageCRM by standard. One thing we don’t find is Password type. The difference between normal text field and password field is that what is entered into a password field shows up as encoded character on the screen. This is of course, to prevent others from reading the password… Read More »
There are different types of fields in Sage CRM. Well obviously we can change/set the field length as per our convenient and depending upon the data that would be user filling while entering the data. Suppose we need to change the field length then you need to do refer the below link. https://www.greytrix.com/blogs/sagecrm/2008/12/29/changing-field-length-of-a-text-field/ Alternate way… Read More »
As we all know about the basic function of the Search Select Advance i.e. SSA field is to ‘Find ’ and “Select”. This helps to reduce the time, efforts and avoid data entry errors. Let us understand how the standard SSA works. In context of an Opportunity, whenever we select a company by clicking on… Read More »
