LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
If you enter any url directly on notes, such as https://www.greytrix.com/blogs/sagecrm/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid… Read More »
As you all know the impact of images present on web applications over users (i.e. more the images more the “likes”). Lets see today how we can make this more information/fun for to user by adding images under status column on any grid available in Sage CRM. Let’s take an example of a Status field… Read More »
Although Sage CRM comes with its own spell checker but user needs to click a button all the time to check E-mail content. It is also limited to FCK editor only; and not available for other Sage CRM screens. New Stuff: IIS Tip – Enable 32-bit Applications on 64-bit server Imagine a better Spell Checker… Read More »
In SageCRM, Table level script can be used for replicating SQL trigger like functionality. Table level scripts help us handle the data update events properly and do corresponding actions within SageCRM. The beauty of it is we can use SageCRM API and write server side JavaScript like functionality to function similar to that of triggers.… Read More »
Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon “Rules” and “States”. On click of “Rules “respective progress screens opens up. These screens contain… Read More »
As world presses on everything through automation SageCRM has given a provision to configure inbound emails on specific email id’s in order to generate communications, cases etc. automatically. GUMU: ACT! to Sage CRM Migration using GUMU™ Throughout this blog site we have posted many articles in order to configure inbound emails and get the improved performance… Read More »
Client Side API is much easier to work with Client side customizations rather than using JavaScript. In my previous blog I have explained how we can add column in grid using Client Side API. Below is the link for the same. Related Post: Sage CRM 7.2 Client Side API Adding columns to List at Runtime… Read More »
Database is the most important part of any application. Being business software, Sage CRM handles very delicate data and it is necessary to maintain this data properly in order to insure integrity and improved system performance. New Stuff: Confirm if your Sage CRM system has actually expired There are many ways to enhance the performance… Read More »
