Let’s say I want to change the way text appears in a textbox when the screen loads as well as when I type in the field. Here is the function you can write in Custom Content of the screen to achieve the same. Script //’Function to change text color in function ChangeTextColor(FldName,TextColor) { FldName =… Read More: Change font color for Textboxes on standard screens »
Workflow in Sage CRM is one of the best functionalities to have not only for a visual description of a Business process but also to set up predefined rules and actions to suit the business process. In a scenario where the client wanted to update a field comp_type in Company based on the Workflow rule… Read More: Update fields of one entity using workflow of another »
In SQL we use “Triggers” to handle some activity after insert, update and delete operations on some SQL records. Sage CRM provides a similar option within the application in the form of TLS (Table Level Scripts). The predefined events in TLS i.e. Update(), Post Insert(), Delete() and Insert() allows you to have operations on insert,… Read More: Table Level Scripts »
Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server. This post can be considered as an extension to our earlier posts (https://www.greytrix.com/blogs/sagecrm/2009/10/12/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another/) which explains the steps to be followed while moving only the Sage… Read More: Moving Sage CRM to new server »
Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Using the above link we were able to enable the workflow for the Secondary… Read More: Workflow for Secondary Entity »
Some words that I saw on the advertisement on my way home “Of all the dreams that person dreams in his lifetime, the most desired is the one for owning a house. It is much more than just a real estate purchase or an investment opportunity. Every individual aspires to have a private space that… Read More: Real Estate solution for SageCRM »
Thanks to all our friends and followers who made this possible once again in 2011. A big congrats to our friends (Sage Development Partners) too for other Sage Product Lines. Read more how Greytrix and GUMU add value to your SageCRM…. Source Sage Summit 2011 Diary…8 Questions with Greytrix Greytrix can be found at booth… Read More: Greytrix voted as First Sage Gold Development Partner of the… »
We have developed custom import routines for various Sage CRM entities where the user can import data from excel/csv files. Following the standard Sage CRM functionality all types of information i.e. successful migration, validations, errors generated during the import are logged in files on the server. Now the users will not have the access to… Read More: Missing MIME types in IIS Sever »
CRM follows a nice procedure of soft deletion of records for all the tables to maintain the consistency of the data. It also has a confirm delete functionality wherein when any user deletes any entity record he is redirected to new screen with Confirm Delete button. When we design custom entity through wizard, we get… Read More: An alternate approach to Confirm Delete functionality »
Date formats in Sage CRM always seem to be an area of discussion. A Date is made of three elements namely Month, Date and Year and you can have various standard combinations depending on country to have a date format derived out of these three basic elements. While it is easy to interpret a DD/MM/YY… Read More: Date Format with Suffix »
