Category Archives: Worklfow

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 »

Enable Workflow against Quotes entity in Sage CRM

As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Well, one of our client came with a requirement that,… Read More »

Create reminder task/appointments for users when record is inserted

Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities… Read More »

Progress Opportunity through Dashboard

Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in “Dashboard” area. Nowadays, reporting of a sales representative can be done with the help of “Dashboard” and having a nice informative Dashboard has become an essential thing in any application when it… Read More »

Calling Stored Procedure from Workflow Rule

Hello everyone!! By far we all know that Workflow is one of the powerful features of SageCRM. This functionality has provide us a multi usage feature to implement our basic as well as advance customization change request such as Set Colum Value, Send Email etc. Here with this blog I would like to explore one… Read More »

Feature to Control Escalations in Sage CRM 7.2 and 7.3

Escalation is one of the main and useful functionality in CRM when it comes to sending notifications, triggering mails, maintaining SLA etc. With the introduction of Sage CRM 7.2 and 7.3, controlling and configuring escalations rules has becomes very easy now days. I will explain you the same in today’s blog. New Stuff: GUMU™ for Sage… Read More »

Calling Javascript function from Workflow progress screen

By far we all know, Sage CRM has been proved very much capable to handle various tricky scenarios through implementation. Client side API has reduced lot of customization efforts through the JavaScript codes used in it. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom… Read More »