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 »
The standard SageCRM functionality allows us to integrate with Pro system. But there are certain enhancements which we can add to make it more useful for Sage CRM users. After the very successful Sage CRM – Sage Pro Order Entry add-on (http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-web-oe-for-pro.html ) we have developed more components for showing data from Sage Pro in… Read More »
Has anyone come across a situation where SageCRM has logged out on hitting the Cancel button of a communication screen that also has a custom tab? Recently while doing the customization I encountered the same problem. Let me explain the steps that give me the error. 1. I created a new tab “Test” in communication… Read More »
What all methods do we need while updating data to the CRM database? We can use CreateRecord, FindRecord or either simple Update query and ExecSql can also update the data in CRM database as per our need. Now the hitch is always when the date field comes into picture. Consider the scenario, you have created… Read More »
