While making system wide changes or updating certain data in Sage CRM system, users may come across scenarios wherein they need to enter ‘Administrator’ login details to proceed with the changes in the Windows XP system. This is very similar to the UAC (User Access Control) that we currently find in the advanced OS wherein… Read More »
While using GUMU™ Integration for Sage CRM-Sage 100 (MAS 90/200) ERP, Salesperson could only create Quote and Order for linked customer by using Sage 100 products and pricing with information such as Tax Schedule, Salesperson, Shipping Method, etc. In some cases, users/Salesperson may also want to create Quote/Order for Non- Link customers/Prospects (CRM companies not… Read More »
What if you need to write a custom logic in CRM to determine expected end date of something? Like I open an opportunity on 1st January 2012 and it is expected to be closed in 7 working days. Close by date must be updated automatically through table level script. Seems to be pretty much straight… Read More »
Are you getting the below mentioned errors while executing user defined components on SQL? 1. Exceptions like ‘Message=Execution of .NET Framework code is disabled. Set “clr enabled” configuration option and restart the server. 2. Execution of user code in the .NET Framework is disabled. Enable “clr enabled” Enable “clr enabled” configuration option These errors… Read More »
As we all know, Pie Chart is a special chart that uses “pie slices” to show relative sizes of data. Pie charts can be used in Sage CRM for a graphical representation of data. They are directly inherited from Graphics and are an extension of the Graphic Block. Here if we wish to see a… Read More »
One of our clients came up with a requirement, ability to access CRM by entering alternate URL, easier to understand by normal users. E. g. instead of entering a long URL say http://abcdefgh/crminstance name/eware.dll/US they wanted to enter say TestHost in the address bar to access the CRM. Well, this can be done using some… Read More »
In my previous blog I had explained how this can be done in standard way. https://www.greytrix.com/blogs/sagecrm/2012/10/20/remove-unwanted-phone-email-fields/ Bu what if you want to just hide the unwanted fields in the Phone/Email tab and not remove them? Same can be done by implementing JavaScript as explained below. Here are the installation instructions. 1. Create a ClientFuncs.js file… Read More »
In Sage CRM, I came across one interesting scenario where I want to display two fields combined. Consider the scenario, if I wanted to display an age field like 24 years. In this case I created two fields one text field which contains age value and another one is selection which contains age description like… Read More »
Sage CRM v7.1 SP2 has added the additional features for System Administrators to restrict the type of file uploaded into the system and also to control the size. In earlier versions of CRM, this feature was not available. Uploading large files needs space and in CRM the upload of files will take time and can… Read More »
In Sage CRM, if we create a new company or person, there is a phone and email section to store the phone and email details. This screen is designed in order to capture all the phone details that are possible. However what if some details are not required like Pager details, nobody uses it anymore.… Read More »
