Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining… Read More: Codeless customizations to add List Blocks »
World has become a Smart Phone world nowadays. The number of active smartphone users around the world has already topped 1 billion according to a global research and consulting firm. That number is only increasing. Considering this, it has become immensely important for business applications to go mobile nowadays. GUMU: Promote Orders in Real-time to Sage… Read More: Basic changes to Smartphone layouts of SageCRM »
When it comes to SWT, the only question that comes to our mind is what level of customizations are possible. Yes we can do some simple and straight forward customizations. I had discussed couple of them in my previous blogs. Please refer related posts below. Related Post: 1. Adding new fields on Web Order Entry… Read More: Adding new fields on Web Order Item Entry screen »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More: Adding new fields on Web Order Entry screen »
From Sage ACCPAC 6.0 onwards Sage has introduced new way of pushing the orders to SageCRM. The Quote and Order forms are now web based and designed with the help of Sage Web Toolkit (SWT) which runs based on the GWT technology. The question what remains is, how far these screens are customizable? Can we… Read More: Changing field captions on Web order entry screen »
Keyword search allows users to search for keywords across all primary entities. Keyword search box is available on Find screen of all primary entities. The New Stuff: Customizing Outbound Call Lists Have you ever seen Keyword search box is not visible on any Find screens? Basically keyword search depends on the Sage CRM indexer service which… Read More: Enable Keyword Search on Sage CRM Find screen »
Hello readers! How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? For e.g. In my organization login page for all the users is set to Calendar and… Read More: Interactive Coaching Text »
We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. You can export reports to Screen, PDF, excel etc. Now when I export them to screen will it be possible to… Read More: Hyperlink on Report columns »
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: Secure report output from export »
Customizing Quotes/Orders entities might seem bit complex stuff when we have multicurrency settings done in CRM. You have the feature in CRM to enable the multicurrency support from Administration || Data Management || Currency. Even though you enable multiple currencies, you won’t be able to see them all under the currency dropdowns on Quotes/Orders entities. To… Read More: Quote Currency »
