Sending an email to stakeholder is quite a straight forward task in CRM. We can simply follow below steps to get the work done. 1) Log into Sage CRM. 2) Right click on New button. 3) Select New Email option from list. 4) Select the From Email address. 5) Enter the required Email address details in To and CC field.… Read More »
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 »
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 »
Just a tricky JavaScript here. I came across one interesting scenario where I want to override the subject line with the details if the Subject line contains within the details while creating communication. Consider the scenario, if the subject line is “This meeting is important” and the details line is “We should attend it because… Read More »
A pretty straightforward problem and solution scenario here today. I was designing a list block for self-service site where cases for the person are loaded in a tab. Check the screenshot below. However when I used to navigate through the navigation buttons the layout was getting disturbed as list was contracting and expanding as per… Read More »
We all know SageCRM has inbuilt CTI Plug-in which can be configured using a Telephony Server and Telephony Network etc… but our situation was that the client had bought SageCRM and they already had separate CTI system in place, they were using C- Zentrix Dialer and since they wanted to have all their systems integrated… Read More »
Search Select Advanced is one of the nice to have feature of Sage CRM. It enables you to search the records on the fly, also provides you the find screen for detailed searching of an item we are looking for. However it doesn’t seem to work correctly on the self-service portal. I add SSA field… Read More »
Nowadays CRM Self Service has become more popular as it runs on web and provides basic CRM access to end users which ensures better connectivity to improve relations. Though self-service design has improved over the period of last couple of years, we keep on getting out of the box feature requests from customers every day… Read More »
We come across this scenario very often where we have to change columns order in Search Select Advance view fields. Consider the below scenario. On New Opportunity page there is Search Select Advanced field named “Campaign\Wave Activity:” It has two columns in its search criteria as “Campaign Name”, “Wave Activity Name” respectively. These two fields… Read More »
We have designed data import routines for several standard as well as non standard Sage CRM entities. You can find information on the same by going through below link. https://www.greytrix.com/blogs/sagecrm/2010/04/08/data-import-routines/ We have designed another interesting import module recently. The module is used to import the users from Active directory in Person and related tables of… Read More »
