Category Archives: Sage CRM

Simple split function in SQL

Most of the times while designing procedures and cursors for customization you may need to use a function which will split your string based on predefined delimiter and return you items set. Below is the function you can create and use in SQL for the same. CREATE FUNCTION dbo.Split(@String nvarchar(4000), @Delimiter char(1)) returns @Results TABLE… Read More »

Item Search functionality in GUMU Integration for Sage CRM – Sage 100 ERP

In GUMU™ for Sage CRM – Sage 100 (MAS 90/200) ERP Integration, we have provided a “MAS 90/200 Lookup” option, wherein Sage CRM users can directly search and select desired item from Sage 100 (MAS 90/200) ERP for placing orders from within Sage CRM.  Video – Working of GUMU SageCRM – Sage MAS 90200 Integration We… Read More »

Sage CRM and crm@greytrix.com

One fine day my dad called some Help service in Mumbai to ask them assist for taking a cab to airport. He was quite surprised when as soon the person picked up the phone; he said “Hi Mr. Ramesh, how can I help you?”  He was like how did you come to know my name?… Read More »

Enabling entities for web service access

Standard CRM web service allows CRM to communicate with external applications. In client application all we need to do is to accesses the WSDL URL of service and prepare and send the request. The web services then processes the request and sends the response back to the client. These request response samples can be found… Read More »

Inherit parent entity security settings on child

In Sage CRM, I have created an entity as child of company entity through ASP pages. I wanted to assign the security rights to this entity similar to its parent i.e. Company entity. All the buttons, must be applied the predefined security settings for Company entity. Let’s take an example of New button which uses… Read More »

Making fields Read-only at runtime based on some criteria

New record creation in Sage CRM is quite a straight forward work using the context based screens and the buttons that are available on several screens. The process can be as simple as mentioned below. 1) Log into Sage CRM 2) Right Click on the New button 3) Select Company option from list 4) Enter the Required details. 5) Click… Read More »

Editing a block list title

In my previous post I had explained, how we can change the title of the list block at runtime. Here is the link. https://www.greytrix.com/blogs/sagecrm/2012/03/11/change-list-block-title/ In this blog post I will explain how block titles can be handled through code and how they can be used to configure the hidden variables to be used for customization.… Read More »