Category Archives: Uncategorized

Recent List Customization in Sage CRM

In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with… Read More »

Modify Print Quote button functionality in Sage CRM

In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button. New Stuff: Set properties of Multiline Text field in Sage CRM In… Read More »

Suppress inactive records from SSA fields in Sage CRM

In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

Changing the color of hyperlinks in sage CRM

Now a day’s most of the Sage CRM users use Contemporary theme as preferred theme as it looks well organized and user friendly. Main menu drop down list, recently viewed records, top bar icons and buttons are well organized which helps user to access the information easily. New Stuff: Notifications not working in Sage CRM 2017… Read More »

Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen

In Sage CRM, Billing and Shipping Address are displayed on Order Entry Screen as shown below. New Stuff: Enable Hyperlink for Custom Entity record in Quick Find Search. One of our colleague who has recently joined our organization has asked us the query on how Billing Address and Shipping Address format is populated in Sage… Read More »

Promote Order functionality with BOM items (Sales kit) in GUMU for Sage CRM – Sage X3 integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about a customization which was recently requested by our client. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage… Read More »

Modification in Creation of Link server in GUMU for Sage CRM- Sage X3

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM… Read More »

Modify presentation of Multi-select field in Sage CRM 2017

Recently on the community forums, we came across a question where the user wanted to show value of selected Multi-Select field on a new line instead of its default behavior of being separated by a comma. Read on to see how it can be done. New Stuff: Highlight Rows and Columns of Grid in Sage… Read More »