Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes. By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to recognize the header and actual value. But, this… Read More »
In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »
With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected… Read More »
In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »
With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »
In Sage CRM, we not only use data fields to complete the profiling of a customer but GUI widgets can be used which allow user to make binary choice i.e. checkbox on CRM screens. In this blog, I will explain that how we can highlight the checkboxes with border which are checked by user with… Read More »
We all know that we can perform various functionalities with grid using CSS. From previous blog, we understood that how we can highlight Grid Header with specific colour in Sage CRM. Now, in this blog, I will explain how we can apply border to a grid to make it more appealing. New Stuff: How to increase… Read More »
Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More »
