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 »
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 »
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 »
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 »
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 »
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 »
In the times of “World Wide Web” everyone has heard about “JavaScript” and people like us are fully aware of its power when it comes to writing client side scripts to make your web pages interactive. We being Sage CRM Developers have been doing so many things with JavaScript and here is a tricky functionality… Read More »
Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules,… Read More »
In Sage CRM, we usually use popup windows to show the information or to make instant data entry. In the custom ASP pages we make use of DOM objects to do so. To show popup window what we do is: We prepares an URL at server side (or at client side) Creates button and set… Read More »
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets… Read More »
