Category Archives: Sage CRM

Error exporting reports to excel in CRM part 2

In the current versions of Sage CRM we come across this error very often. There are several reasons why this error may occur. I had discussed couple of issues in my earlier blog posts on this particular website (Links below). Error exporting reports to excel https://www.greytrix.com/blogs/sagecrm/2010/04/22/error-exporting-reports-to-excel-in-crm/ Desktop Size Limitation https://www.greytrix.com/blogs/sagecrm/2011/12/06/desktop-size-limitation/ Sometimes even if we follow… Read More »

Backward compatibility for .NET API DLLs from an old version of Sage CRM

Sage CRM has made the functional development through DOT NET(.NET) much easier by providing enhanced .Net API development kit with recent versions. Over time, the API has been improved a lot, but what about the backward compatibility? Some people might have started using it from Sage CRM version 6.1 only. Can they reuse their DLL’s… Read More »

Put user first name in escalation emails in place of full name that comes by default

Email action on escalation rules can be used to send emails of escalations, when some criterion becomes true. We always make use of standard case entity fields in the email template to merge the actual values from case table. Now when we put #case_Assigneduserid# in email template or any such user field, it gets automatically… Read More »

Unlink Sage EES Integration Link to install GUMU Link – Part II

In our last blog, we saw how to Unlink the Sage EES link from Sage MAS side . In this blog we would be covering the Sage CRM side settings needed to be done for disabling the Sage EES link. Trial for GUMU MAS | YouTube Videos Once again Important Note – Please ensure you take proper complete backups… Read More »

Unlink Sage EES Integration Link to install GUMU Link – Part I

GUMU for Sage CRM integration with Sage (MAS 90/200) 100 ERP is available in two flavors GUMU MAS : A realtime, bi-directional multi-company integration which integrates your standalone Sage CRM and Sage 100 systems. You can access this integration from outside network through static IP. GUMU MAS EES : With this you can have both the… Read More »

Changing the Colour of the Date field

I had explained on this blog site earlier how to change the properties of fields from client side scripts. One of the case scenarios that I came across recently is to change the color of Date field based on some condition. Here is the script written on the custom content which does the job. //’Function… Read More »

Extra information from Person entity while Mail merge

Merging to word templates feature can be used to merge quote/order details, search results group results etc to the document. One of the nice feature present in CRM is merging documents from summary screens. A case scenario of how we use it is like when we Create new customer in system, we generate welcome letter… Read More »

Writing validate scripts and handling ASP pages to fire validations

Sage CRM provides a very essential way of writing an validate script at the Screen level in the Validate Script section to validate different types of fields in Sage CRM. This is a very basic part of development practice. Now, if you are writing validate script in the standard Sage CRM screens, then above method… Read More »

Show multiple Panel/Lists on a screen using .NET API

Screen designing and positioning in dot net API with latest Sage CRM versions has become very much simpler. It provides standard code templates for developer to generate the custom pages on the fly. We came across one common scenario many times wherein people try to display two panels next to each other on same page.… Read More »

JavaScript to Calculate days difference between dates (Duration)

Handling the date fields is usually a tricky part in development work. Sometimes it is termed as programmer’s nightmare as lots of formatting and validation complications are involved when working on the same from client side script. Recently we had a requirement where we had to get the duration between 2 dates and display the… Read More »

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Category Archives: Sage CRM

Error exporting reports to excel in CRM part 2

Backward compatibility for .NET API DLLs from an old version of Sage CRM

Put user first name in escalation emails in place of full name that comes by default

Unlink Sage EES Integration Link to install GUMU Link – Part II

Unlink Sage EES Integration Link to install GUMU Link – Part I

Changing the Colour of the Date field

Extra information from Person entity while Mail merge

Writing validate scripts and handling ASP pages to fire validations

Show multiple Panel/Lists on a screen using .NET API

JavaScript to Calculate days difference between dates (Duration)

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