Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need. Sage CRM provides us with options to Create… Read More »
Consider a scenario where we need to populate a field value from another table to Company Summary screen. To achieve the same we need to access the database to get the field value and then display the same on the screen. For example FinalTotal is a field in any other table in CRM. You want… Read More »
Exporting screen details to different word templates is one of the essential features of any business software. In our day to day business we come across many scenarios where we need to export the details to predefined word document template so that we can send the same by post or hand over printed copy to… Read More »
The Administration section Sage CRM provides option not only to add new fields in an entity but also to change the entry type, Caption, Entry Width etc of the existing fields. Once altered these changes get reflected on the screen wherever used. But recently I came across a strange issue. The requirement was to change… Read More »
Sage CRM allows running External JavaScript file to create new record or update the existing records. For example if we create new company records in bulk based on the certain specified condition or want to update the same; Importing or updating the company data by using the external JavaScript file is relatively very easy as… Read More »
Usually we come across some challenges while modifying Sage CRM as per customer’s requirements. Some modifications are achieved just by performing some simple changes in translations; however for few others scripting is required. Recently I had a customization where I had to display a communication list in a custom page and display the same in… Read More »
We are sure you must be aware that with the release of Sage CRM 7.1 Sage is no longer supporting the new Sage CRM 7.1 integration with Sage Pro ERP. Since we already had the experience with our Greytrix Web Order Entry for Sage Pro ERP we further enhanced it and have released integration for Sage… Read More »
Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM latest versions like version 7.0, version 7.1 integrates with more advanced Sage 300 (Accpac) versions like Accpac 6.0, 6.1 etc. Now process of implementation is very easy and straight forward as far as new installation is concerned, however when… Read More »
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 »
