Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement. Suppose you want to create a report based on standard report where standard report has most of the columns needed however you want to add some… Read More »
In our previous blog, we resolved the errors users encounter on Relationship tab. In this blog, we would be discussing on the Wrapper error in Sage CRM. The main reasons behind Wrapper error in Sage CRM are as follows: a. If multiple Sage CRM are installed on the server, then users will encounter the error message in… Read More »
In our earlier post, we explained how to “Re-install the Sage CRM component” files from within Sage CRM. In this blog, we would discuss how “to execute SQL queries using Sage CRM components”. Sage CRM components allow users to add/modify the Sage CRM screens, lists, menus, tabs etc.in a single attempt. Suppose you need to… Read More »
Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More »
This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More »
In Sage CRM 7.2, a new folder (js) is added under WWWRoot folder. This folder is used to store all the client side script functions which can be directly accessed in Sage CRM. Suppose you have ClientFunctions.js (JavaScript file); Till Sage CRM v7.1: One have to add the client side code in Custom Content section… Read More »
Over the past year I have discussed various tomcat related issues on this blog site which cause dashboards, report not to work properly. In continuation with the same, here are some more errors you might face with Tomcat and Java configurations and step to resolve them. Also Read: Error exporting reports to excel in CRM… Read More »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
Staying organize makes life easy! and Dashboards in Sage CRM help you to stay organized. The interactive dashboards are highly-customizable workspace, which enable users to control what information user need to be effective in his/her job. Also helps user to work with the frequently needed data in an efficient way. There are various inbuilt gadget… Read More »
Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
