As we all know that Sage CRM workflow plays a substantial role while defining a process flow for users to make effective usage of CRM. In every implementation, we usually sketch out our processes for major entities such as Lead, Opportunity and Case. These entities are mainly used by sales or services team users to… Read More »
We all know that Sage CRM 7.2 has come up with great functionalities that is helping to capture complex business processes in it. With the release of.Net API, even from technical point of view Sage CRM is now very much capable and flexible to write and accommodate complex business logic in it. But while implementing… Read More »
Sage CRM has made the functional development much easier by providing enhanced .Net API development kit with recent versions. Developers can use wide range of packages to build enhanced solutions for business needs with better flexibility. Related Post: Create log file using .net API In most of the implementations of Sage CRM, a common requirement which… Read More »
Recently, while working on an implementation we came to know how easily we can do the customization using .Net API. Well, we were supposed to create a screen in Sage CRM which should ultimately get the confirmation from user before submitting the record into Database. By referring the .Net methods we found one method which… Read More »
‘win32 error. code: 1. incorrect function’ is one of the most forbidding error found in Sage CRM 7.x history under Reports section. It is usually found when you try to extract any of the report from CRM in PDF format. Recently we encountered the same issue for one of our clients. However, We were lucky… Read More »
Whenever we implement complex routines like uploading data etc., one major thing comes into the picture is creating log of each action performed in the routine. Logs are something which tells users where the process failed and what is the error. In case of Sage CRM, we often develop complex routines for which error logging… Read More »
Greytrix addresses the complexity caused by siloed business systems with its powerful integration engine – GUMU™. The framework facilitates rapid data movement between ERP and CRM business systems. GUMU™ framework connects any internal or external IT systems either using built-in API’s or by developing new plugins to establish a link between the application and the… Read More »
In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More »
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More »
In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More »
