Category Archives: Validate Script

Notify if Quote is expired in Sage CRM

In Sage CRM, we can change the color of fields as per our need or business requirement. One of our client came up with a requirement that, if the expiration date has gone past the current date then it would show in Red color. Suppose you are having multiple Quotes records, but while going through… Read More »

Mandate Company’s Phone and Email Address using Table level Script

Sage CRM has proved beneficial for small or medium sized companies to handle the Customer Relationship Management in an efficient way. The base structure designed in the system itself is so easy to understand as well as promising that the system users will be equipped with all the information related to the Customer in a… Read More »

Notify user to complete Quote line Items

Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. One of those many feature is converting or promoting quote to order. New Stuff: Display Selection field value as an Icon using Client Side API In Sage CRM there is a button on… Read More »

Change color of Error Message in Sage CRM

In Sage CRM error messages play an important role as it gives us a brief idea about what exactly the error is? Why it may have occurred? Error messages are included in TLS, Create Script and Validation Script for custom as well as standard entities and fields. These error messages always appear in red by… Read More »

Client Side Script to Concatenate Address

Sage CRM, is one of the most flexible software to customize and achieve any complex requirement specified by the client. Client-side scripts are brought into play for many purposes. On change, functions can be used to hide/show fields on the screen. Likewise, you can also highlight fields by including conditions to your script or show… Read More »

Restriction on Date field for reports in Sage CRM Part-2

Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly… Read More »

Populating Default Date Field Values

Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM. Client side scripts and JQuery has although taken up customizations to a higher level, it does requires to write a few lines of codes/functions in order to customize the Date field’s functional behavior. New Post: Generate Unique Reference Number… Read More »

Enabling and Disabling of Workflow in Sage CRM based on a Field value

We all are familiar with the JavaScript Codes or say the Client side API and its benefits to ease the customization efforts of programmers in Sage CRM. One such advantage w.r.t CRM Workflows was enabling or disabling of specific rule based on the conditions. But what if you need to disable the whole workflow on… Read More »

Restrict access to certain entity with SQL conditions

With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »

Re-assignment within same team/territory

Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More »