Category Archives: Sage CRM

eWare and CRM objects in Sage CRM

In Sage CRM, for ASP pages customization, we always use eWare.GetContextInfo() or eWare.AddButton() and etc. Have you ever thought, what is eWare? eWare is an object of ACCPAC CRM class. This object is created and initialized in the two files named as “”crmwizardnolang.js and “accpaccrmNoLang.js”. In order to use eWare object and its related properties… Read More: eWare and CRM objects in Sage CRM »

Sage CRM Product Import

Greytrix released a new tool that will import the products from an excel sheet into Sage CRM and Sage CRM.com. Like most of the other integration products, the product import tool uses Sage CRM web-services to import data in Sage CRM. Along with the installation, Greytrix provides the user with the excel spreadsheet template. The… Read More: Sage CRM Product Import »

Grid column header alignment

To change the alignment of the grid column header, you can write client side script using CustomContent of the required List Block of your Entity from “Administration>>Customization>>Entity Name>>Lists tab>>List Block Name”. Changing the Caption Name to use HTML will affect all occurrences of this field name in CRM. Write below mentioned script with Onload event… Read More: Grid column header alignment »

Changing field length of a text field

Yes, we can easily change the field length of an existing text field. We will have to just make changes in the component file. Here, for example, we have changed the field length of the text type field (i.e. “Test”) from 20 to 30. FamilyType=’Tags’; Family=’ColNames’; Code=’comp_test’; Captions[‘US’]=’Test’; AddCaption(); AddColumn(‘Company’,’comp_test’,’10’,’(30)‘,’true’,’false’); var EditsId11144 = AddCustom_Edits(‘Company’,’comp_test’,’10’,’0′,”,’20’,”,”,”,”,”); AddCustom_Data(‘Custom_Edits’,’ColP’,’ColP_ColPropsId’,’ColP_ColPropsId,ColP_TiedFields,ColP_Restricted,ColP_DataType,ColP_DataSize’,EditsId11144+’,”,”,””,”4″,”30″‘,’1’)… Read More: Changing field length of a text field »

Link the Cases (Created through Support Mails) to Case Workflow

Query I have set up CRM to auto-respond to support emails and create cases from them, as described in the Systems Administrator’s guide. This is all working fine. However, the created cases are not assigned to the case workflow. We have multiple case workflows, and I would like to be able to assign the new… Read More: Link the Cases (Created through Support Mails) to Case Workflow »

Convert Notes to Communications for Particular Company

Need easy access to convert notes to communications which belong to a particular company? A user taking quick notes from company contact person and now willing to convert all/Individual notes to communication. Solution: Now it is available in Sage CRM. We have a tool which will add a new Button named “Convert to Communication” below… Read More: Convert Notes to Communications for Particular Company »