A Lead can be converted to an Opportunity by “Convert to Opportunity” button available on the lead summary screen. We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when… Read More: Trick to set workflow for Opportunities converted from Lead »
As we know SageCRM is being used by large group of companies around the world. There is high possibility that on and off basis they may face slowness problem while logging into CRM. There are many ways to enhance the performance of SageCRM application but listing out few of them as we come across while… Read More: Few points to Enhance Performance of your SageCRM »
First let us see what happens when the Validate method is not used for the .NET API screen validation. Below is the new entry screen designed with API and with no validate method implemented. On clicking Save button leaving all required fields blank, validations must be fired to warn user to enter required values in… Read More: .Net API Validate method for Screen level validations »
Being social is a must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also… Read More: Sage CRM 7.2 Facebook Component »
Google map’s is one of the advanced tools which helps us keeping track of all the customer sites we may need to visit. Yes Address module itself is the efficient feature available to track this, however seeing it on a map takes the level of visibility to whole new advanced level. We have the component… Read More: Sage CRM Mapping Component »
Users who want to use the CRM faster, always make use of the hotkeys available to deal with the screens. Sometimes they have 100’s of records to be entered in the system and hence they cannot keep on clicking mouse buttons all the time to save/cancel records. Through this article I will be explaining how… Read More: Sage CRM v7.1 SP2: Hot Keys in Different Browsers »
Sometimes we come across scenario where we have to hide fields on Page Onload (View Mode) as well as OnChange of page (Edit mode). I have written a blog for the same. You can find it in the below path: https://www.greytrix.com/blogs/sagecrm/2010/06/28/hide-and-show-fields-in-sagecrm/ The above block works fine. But I had a requirement from client that he… Read More: Hide fields and extra spaces in Sage CRM »
Here is the scenario. We were working on the mutual fund applications tracking. As you might be already familiar with, we need to collect all the necessary details of an applicant for filing application in the system. I am taking one of the scenarios out of design we had achieved. There is a First Applicant… Read More: Adding multiple Screen blocks on the same page based on… »
When we put multiline text fields on the screen, they work quite well with standard structure. However if you enter the large data, the content expands to fit the limits of the column and it either extends vertically or horizontally. This has no problems however when we have more panels below the screen containing this… Read More: Scrollable content area for long descriptions »
Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need. Sage CRM provides us with options to Create… Read More: Remove New Company and New Person buttons from the New… »
