For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients;… Read More »
You must have come across the above mentioned issue when installing CRM on multiserver architecture where Application server and Database server are two different machines on the network. This error occurs at the time of installing CRM on Application server. This issue seems to be related to the database connectivity across the server, but what… Read More »
Have you ever encountered this error message “Cannot open database [XXXX] requested by the login. The login failed. “ While installing CRM patches with SQL Server and MSSQL services both available on the same SQL server??? As the error says there might be many reasons for it to not to connect to database like network dis-connectivity,… Read More »
In standard CRM you can see summary screen for all entities like Company, Person, Cases, and Communication. To change basic details for the company or Person entity you can choose two ways 1. Click on the Change button from Summary screen (Refer screenshot below.) 2. Click on the Summary Block hyperlink of Summary screen. (Refer… Read More »
We can create List objects for CRM entities and add them to custom pages to load on specific tab. We can link list columns to existing entities or custom pages using Hyperlink to or custom junk functionalities available in List editing feature. However we came across the requirement where hyperlink on person name needed to… Read More »
In Sage CRM, we have the document drop functionality. We can drag the document on document drop icon and it will open the communication task screen with the attached document. Now suppose we want to set the default action value of communication based on the document extension. For example if the document is word then… Read More »
Sage CRM provides document upload functionality against almost all the entities in CRM. We can use the same to upload Draft and Finalized versions of relevant documents. Recently we came across the requirement where we were supposed to show the upload link as the separate hyperlink column in custom entity list screen. The requirement was… Read More »
We had posted much detailed content earlier for removing buttons from standard screens using client side scripts. This is in continuation with the same. When you are customize any List or Summary screen you can find there are lots of action buttons available on right hand side; for example communication search screen. On this screen you can see Find,Clear… Read More »
This is developer specific technical tip which can be used in CRM customizations. In customizations we usually execute sql statements using CreateQueryObj function. For Eg. SqlQuery = “Select comp_name from company (nolock) where comp_compname=”+sCompId; SqlObj = eWare.CreateQueryObj(SqlQuery); SqlObj.SelectSQL(); Here to retrieve the value of comp_name we can use SqlObj(“comp_name”). The above example is for the… Read More »
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 »
