This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »
In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff: Retrieve Key Value using Custom URL In today’s blog, we… Read More »
Hello everyone, in this blog we will be looking at the issue which appears on SSA (Search Selected Advance) field. SSA field has a feature which creates a link between CRM table to a parent table. New Stuff: Identifying Views to Create Reports in Sage CRM Well, while clicking on Finder button of SSA field in… Read More »
Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years. In every Business organization, Managers or the Team Leaders are very much concerned… Read More »
In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. Security Profile is a way of grouping users to define particular rights to them. New Stuff: Interactive Dashboard – Permission Denied Issue So in future if we need to make changes in rights then we can do… Read More »
Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More »
The dashboard is a highly-customizable workspace where you control what information you need to see to be effective in your job. We can create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace, or select predefined gadgets and dashboards from templates. In this blog we will… Read More »
This blog is continuation of our previous blogs “Features to manage Images through Sage CRM Part 1 and Part 2” in which we have explained the process to upload and display images on CRM screen along with Zoom In and Zoom Out functionality. Now we have developed an additional feature in the same functionality called… Read More »
In Sage-CRM we often use the URL filtration methods for multiple purpose like when we need to redirect .Net page or build custom URL or set the key value in JavaScript to a particular page. For this, we need to filter the Key values by taking the reference from current URL and get the required… Read More »
