Category Archives: Uncategorized

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 »

Mask a Text Field into Time Format (MM:SS) using jQuery

As we all know, SAGE CRM provides different types of field’s such as Selection, Multi-select, Search Select Advanced, checkbox, Textbox, multiline text, Currency, Integer, decimal, etc. so that we can input our data as required, but in CRM there is no provision to input values in time format. Using jQuery you can easily achieve the… Read More »

Error Logs in Sage 50 New framework- Sage CRM GUMU™ integration

Our GUMU™ for Sage CRM – Sage 50 US (Peachtree) Integration Link is external/ bi-directional synch utility that integrates Sage 50 US (Peachtree) and Sage CRM. You will find a list of processes namely as mentioned below, 1. Importing Customers, Orders, Invoices and Product Family/Product from Sage 50 US (Peachtree) to Sage CRM. 2. Promoting… Read More »

Hide/Show dashboard in CRM

It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any CRM feature. Well, today we will see about how we can hide/show dashboard tab from CRM using one of the below scenarios. New Stuff: Align field data to Right Hand Side on… 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 »