This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »
Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years. In every Business organization, Managers or the Team Leaders are very much concerned… Read More »
As we all know, Sage CRM works on SQL views to return records in response to user searches and to present relationships between different entities. For example, a view might list all the cases associated with a particular company that are assigned to a specific user. Creating advanced user-defined views entails administrators employing SQL operations… Read More »
Everyone over here must be very much aware of Sage CRM installation process and its pre-requisites. But if you are facing Sage CRM installation for the first time then, it can be a little daunting. As successful CRM installation process itself determines or say confirms whether you will be facing tomcat related issues or not.… Read More »
As we all know that term “Dashboard” nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO’s. In this blog, we will see how we can make use of a Gadget which will help Sales… Read More »
For any database driven application, it is very important that the database must be optimized to the best so as to deliver higher performance. As the data volume in database increases, load on the system also increases which affects the performance on the system which in turn affects the client’s business. For business application like… Read More »
Database backup is very essential in business environment to keep disaster recovery options open. Maintaining every day database backup is routine practise for all software friendly industries. However doing this task manually is very tedious job and involves lot of risk if someone forgets to backup. New Stuff: Sage 100 user mapping with Sage CRM… Read More »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
While installing older versions of CRM i.e. v7.1 Sp1 or below the installation process in background checks the SQL Server collation defined at database server and accordingly it maps the same collation to CRM database. If the collation at SQL level is not defined correctly same reflects to CRM database as well. Because of this… Read More »
How you design your database has huge effect on how your system performs. Primary key, foreign key constraints help to keep the tables linked to each other and store the data in unified manner. From long time SageCRM has followed strategy of generating primary keys through stored procedures rather than relying on the inbuilt primary… Read More »