Category Archives: Script

How to Make Document Visible for All Users

As you all know Sage CRM comes with bundle of standard functionalities which fulfill user requirements such as Email, SMS, Reports and documents etc. By default CRM put some restrictions on this functionalities like while merging a document against any entity we need to fill some details on screen, and based on that details document… Read More »

Highlight Specific Rows in Grid based on condition Using JavaScript

Have we ever thought of highlighting specific rows of a particular list based on certain conditions? Well, here is the blog which will help us to achieve the same in CRM. There are multiple ways to get this done in CRM but this time will see how JAVASCRIPT can help us to achieve this. New… Read More »

Handle Refresh Events on Summary Page

Refresh is a term that describes the process of renewing the screen contents on a monitor. As the refresh rate increases, the image becomes clearer. The refresh method is used almost in every application or system but in a different way. On other hand, this refresh method sometimes create a problem in application e.g. Sage… Read More »

Align field data to Right Hand Side on Edit and Summary Screen

Hello All! In previous blogs, we had seen that how we can make our SAGE CRM screens and grids more visually effective by applying JAVASCRIPT, JQuery, HTML, etc. like by highlighting checkboxes, underlining to column header, printing amount in words, and others. Here, we will see how we can align field data to Right Hand… Read More »

How To Resolve “Unable to Connect Server 200” issue in Sage CRM?

As we know every CRM system allow us to manage customer related documents and in a way it helps us in completing customer profiling. Using document upload feature we can Upload / Update / Edit and delete the documents against all entity. E.g. Company, Person, Lead, Opportunity etc. New Stuff: How to modify Field’s Caption and… Read More »

How to modify Field’s Caption and Data box alignment in Sage CRM?

As we all know Sage CRM is considered to be an easily customizable software solution as per the client needs. The standard CRM solution itself allows many easy ways to make the customization whereas, it also supports Client Side Scripting to achieve the same. New Stuff: Business Manager in Sage CRM The field’s arrangement in standard… Read More »

Display Count of your Opportunities against Company

In my previous blog, I have explained how to display Current User Name under custom tab. Here, I am going to explain how to display the count of records (say Opportunities) which are in progress and assigned to me i.e. Current Logon User against respective companies using jQuery mechanism. New Stuff: Event Management in Sage CRM… 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 »