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 »
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 »
