Category Archives: Script

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »

On-Screen Notification error in Sage CRM

Triggering Escalation is one of the powerful and useful features within Sage CRM. With the help of Escalations, you can perform numerous actions within Sage CRM application such as displaying on-screen notifications for users, sending emails to customers, setting certain field value, execute SQL statement or run stored procedures, etc. Another feature mostly used in… Read More »

Easiest way to filter Custom list By Context Id in Entity’s List Page

Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More »

Sage CRM 2021 R2: Wait Cursor or Spinner loading Error

As you all are aware that every time Sage CRM releases new versions with new features which enhances the credibility of Sage CRM. Now, with the release of Sage CRM 2021 R2, new features and great enhancements has been introduced in Sage CRM in terms of UI/UX as well as in terms of functionality which… Read More »

Sage CRM 2021 R2: Word wrapping not supported

In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »

Sage CRM 2021 R2: UX improvements – Ability to have multiple Web Lead Return URL

Sage CRM has allowed to capture and handle the management of the enquiries from the prospect in a very efficient way. Along with this, the ability to collect these enquiries is also available from and within Sage CRM with the help of web forms creation. The enquiries created through these Web forms or web portal… Read More »

How to Add field-level help (ToolTips) by Configuration

Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… 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 »

Display the Email’s Actual Received Date in Sage CRM

We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the… Read More »

To calculate number of months between two dates

Many times we come across a requirement where you require to calculate the number of months between two Dates. In our blog, we will explain how you can achieve this. New Stuff:Steps to implement Delete Order functionality in GUMU Sage CRM – Sage 100 Integration Lets, take an example where we need to calculate the… Read More »