As we all know communications are the backbone of any industry in the world. We all send and receive emails on daily basis. The process of sending mails automated will definitely shade our daily workload. Though, this process cannot be automated as a whole, but surely for the processes that need mails to be sent… Read More »
Yes, you can show data on dashboard using custom ASP pages. Here is how it can be done. Suppose you need to show the Communication data on the dashboard. Navigate to the Blocks tab of communication entity and create a new block of content type using New button. Once created, click it will be listed… Read More »
While creating Sales order, salesperson require lots of information related to customer at his fingertips like item pricing, quantity pricing, customer specific pricing, costs, credit limits, credit card deposit information and most important the Sold Products. Sage has already provided this information in Sage 100 ERP (earlier known as Sage MAS 90/200 ERP), which helps… Read More »
Below shown is the Standard Email screen in SageCRM. As you can see there are two buttons Send Email and Send Using Outlook. Now the scenario is, I want to remove the Send Email button on the New Email screen and also stop filing email communications in CRM. For the first part of the requirement… Read More »
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 »
