With the growing client base Sales process becomes an integral part of the business. This is very much important task in consultancy firms as well as services industry where lots of sales and marketing people are moving around the globe to meet business minds and grow their business. In large organizations there might be 100’s… Read More »
In my previous blog, I had explained how to handle the crashing of pages by passing the parameters in URL. http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html In this blog, I would like to explain how to create the URL at Server side, access them and use them at the client side scripting. Well, this scenario mostly comes when you are… Read More »
Well, before starting off with the post I must say that this is the pure development content most probably in the interests of developers? This is the multipart series in which I will be explaining how to handle the URL’s to avoid navigation and other scripting issues in COM API development work. In this post… Read More »
Few years back most of the organizations maintained their employees, customers, leads, prospects etc details in an excel file for their reference. Then Sage introduced an advance application called Customer Relationship Management (CRM). Sage CRM provided users a platform to maintain their new information in the structured and well formed way. In CRM user can… Read More »
Earlier I had posted a blog: http://sagecrmaddons.blogspot.com/2010/12/date-ing-tips.html In which I had elaborated how to handle the date field in the custom search screen as it is little bit tedious task to do. Now in this section I will be more descriptive on how to make the date field default in the custom filters. Some days… Read More »
As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below: “File E-Mail” button just files an email in… Read More »
Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM. There is small but major difference in these two data types “Text with check box Search” : Entries of this type behave the same way as a normal text field except… Read More »
Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM. There is small but major difference in these two data types “Text with check box Search” : Entries of this type behave the same way as a normal text field except… Read More »
Seems like a bit strange question right? Why would someone change the caption color of the Tab in CRM, given the Themes provided do this job very well and some googling around can get me many suggestions to design the custom themes? One thing we always believe is that the requirement never has bounds and… Read More »
In my earlier post, I had explained how to retrieve date format of currently logged in user in SageCRM. http://sagecrmaddons.blogspot.com/2009/02/retrieve-current-logged-in-users-date.html There have been numerous instances where the user needs a custom list page with the filter box and the standard way of doing this by using an existing filter screen. However the hitch here is… Read More »
