As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More »
Recently I came across a problem with OnChangeScript in sage CRM version 7.1. Somehow OnChangeScript for search select advanced fields doesn’t like the script to be on multiple lines! i.e. Below written script doesn’t work: id = document.EntryForm.comp_type.value; alert (‘comp_type:’+id); and Below written script works: id = document.EntryForm.proj_companyid.value;alert (companyid :’+id); First script gives the following… Read More »
Cloud or Hosted solutions are the buzzword businesses are looking at for moving their ERP or CRM solutions. But there may be a need to get your data in-house. We often come across this query and same has been discussed many a times on Sage CRM Community. Putting this in our blog for our readers… Read More »
In my earlier post I had explained the different workarounds if the user gets the below error. https://www.greytrix.com/blogs/sagecrm/2010/04/error-exporting-reports-to-excel-in-crm Recently, I faced the same issue while exporting the Sage CRM standard report into Excel. However when I run the report by setting Display Options as Screen/ Print Preview, then the report runs without any error. Looking… Read More »
Sage CRM has very well implemented Entity structure to address the concerns of many business modules and efficient methods to access them from COM API as well as external utilities. We can design and implement Primary as well as secondary entities on the fly based on the requirement. All these entities are consolidated under single… Read More »
As you might be familiar with the standard import processes, you can upload data using CSV as well as Excel files. Excel stores the data column-wise hence we don’t get data type conflict errors so often. However in CSV the data is stored comma separated and sometimes programs don’t understand the data type of the… Read More »
As you might be familiar with the standard import processes, you can upload data using CSV as well as Excel files. Excel stores the data column-wise hence we don’t get data type conflict errors so often. However in CSV the data is stored comma separated and sometimes programs don’t understand the data type of the… Read More »
When we add new custom screens in Sage CRM, we always make sure that the look and feel of the screen is in synch with the standard screens in CRM. List and filter screen are amongst the common screens which we create for the custom entities. However there can be a little catch in adding buttons… Read More »
Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add… Read More »
Sage CRM has made the component development through dot net very much easy by providing .Net API development kit. It provides standard code templates for developer to generate the custom pages on the fly. In order to create simple new data page, summary or list page, all we need to do is just inherit the… Read More »
