Less number of clicks, faster work! It’s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as… Read More: Log Me In To Custom Page »
This post is brought to you by Greytrix’s upcoming Self Service portal. Follow our twitter handle, @selfservicecrm to get more updates As organizations chase new ways of wooing new customers to improve their bottom lines, are we missing out on a surefire way of boosting profit margins: Customer Retention? Companies might be happily adopting the… Read More: Customer Retention: The forgotten domain? Part – I »
Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can… Read More: Control Column Visibility in Sage CRM Grids and Lists »
Grid customizations in Sage CRM are bit time consuming and sometimes need complex coding. But with Sage CRM client side API it has become much easier to work with grid customizations. One of our clients came up with requirement that there should not be an hyperlink on Quote Items grid. Now, this hyperlink is not… Read More: Sage CRM 7.2 Client Side API Manipulate List Block Columns »
Error: Generally this error occurs when we try to do any administrative changes in Sage CRM. For e.g. changing in Administration -> System -> System Behavior Reason: Administrators can see the Administration tab. However if the IIS authentication is not configured correctly the error might occur while changing any configurations. Setting Application pool identity will utilize… Read More: 401 – Unauthorized Access is denied due to invalid credentials… »
Sage CRM 7.2 introduced a new powerful and simple way to use API for carrying out client side customizations. In my previous blog I had explained how we can hide and show fields using Client side API. Below is the link for the same. New way of Client side field customizations In this blog I… Read More: Sage CRM 7.2 Client Side API Adding columns to List… »
Sage CRM comes with a feature of uploading documents against the primary entities such as Case, Company and Opportunity etc. These documents let it be of any type such as a PDF, DOCX or a jpeg file, can be found under the documents tab against an entity. However when you customize this module, there are… Read More: Missing Download Attachment button on Documents Tab »
Nowadays in every business, data security has become a Key factor. An application that allows managing it without writing any line of code is very helpful. Sage CRM provides feature for managing data access rights not only for normal users but also for power users like administrators at the time of user creation. In this… Read More: User Administration and Info Admin Rights »
When it comes to client side add-ons with web application, it always becomes difficult to set them up due to security restrictions. Outlook integration is one of such functionality provided by Sage CRM which hugely depends on client environment. Over last few days we have posted series of blogs on classic Outlook integration plugin using… Read More: Everything you want to know about Outlook Integration »
Hi folks “GREETINGS OF THE DAY”! Nowadays life has become very fast and every minute counts. In this faster world we don’t have time to write letters and e-mail has become popular way of communication. All new age software’s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound… Read More: Processing Inbound Emails using Rule-sets »
