Sage CRM provides a really a nice and simple interface to delete its objects like screens, lists, blocks, fields etc. In this blog I will try and put forward some steps that you need to follow in case an entity needs to be moved from Primary entity to secondary. In case we need to remove… Read More: Remove Secterr Field from Secondary Entity »
In my earlier post I had explained checkpoints that needs to be checked before using .Net API. http://sagecrmaddons.blogspot.com/2011/04/sage-crm-net-api-check-points.html Today I will be explaining the some of the development tricks that I have observed while writing Sage CRM code in .Net API. 1. Tab focus: After clicking on Continue button and navigating to Summary tab, the… Read More: Sage CRM .Net Tips and Tricks »
In Sage CRM we are very much aware of the “Field, Screen, List, Tab, View” etc functionality using whim we are able to do lot of modification Display required field in Screen or List, Allow sorting in List column, Provide hyperlink on List column. The most innocuous but very important of all the requests that… Read More: Setting Default Values in CRM »
In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. But in this functionality we can attach only one document. In case of a scenario where you need attach multiple files to a communication on the… Read More: Attached Multiple Documents in the Communication »
In Sage CRM we have an option to view the records we have recently visited using Recent button. When we delete a record in the custom entity the instance from the recent list is also deleted. But has anybody come across the below error in CRM when accessing a record from Recent List. This error… Read More: Delete Recent List item in CRM »
The standard Sage CRM Time Zone setting for each user is set to (GMT) Greenwich Mean Time. It is a lovely place but unfortunately all of us don’t happen to stay there. So it is imperative that we have to make changes to the user settings to right time zone once Sage CRM is installed.… Read More: It's Time for change. Without errors, of course »
Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This… Read More: Set different values for follow up task »
GUMU integration for MAS 90 – Sage CRM now capable enough to handle the payment methods of MAS in Sage CRM. With the new enhancement in GUMU for MAS90 – Sage CRM integration has now replicated the credit card payment functionalities from MAS90/200 through Sage CRM With the user friendly interface to make payments while… Read More: Integrating the Sage Payment Gateway from Sage CRM »
In my previous post I had brief discussion on importance of prevURL property in the query string and explained how to use it with list asp page. http://sagecrmaddons.blogspot.com/2010/11/importance-of-prevurl-property.html In this blog I will be exploring it in more detail and will give idea of how and where it should be used while dealing with custom… Read More: Importance of prevURL Property Part-2 »
Sage CRM’s Key Attribute Profiling feature enables you to build a detailed profile of your customers and prospects over the course of the relationship. These attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing… Read More: Import Key Attributes in Sage CRM »
