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 »
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 »
