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 »
Here is the scenario. We were working on the mutual fund applications tracking. As you might be already familiar with, we need to collect all the necessary details of an applicant for filing application in the system. I am taking one of the scenarios out of design we had achieved. There is a First Applicant… Read More »
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 »
