Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff: Hide Interactive Dashboard Panel for Non Admin User By adding the… Read More »
In our previous blog, we have explained that, how to Open Popup screen using JavaScript. In this blog, we will explain you how to Open Popup screen using Client side API. In Sage CRM some customer needs the functionality wherein they want some information to be shown on Popup window instead of displaying on same… Read More »
Sage CRM always help us to achieve the functionality and enhance the usability of the system with its available features. Similarly, relationship is one of the feature of Sage CRM which allow us to create graphical hierarchy of available data. Recently, we came across a blog on community site which I thought needs to be… Read More »
Sage CRM is pretty much flexible to customize. Recently we came across one requirement. Customer wants to display the relative data on the single screen in List view. New Stuff: Workflow Action Screen Customization using Client side scripting On Standard Communication screen (For Appointment) Customer wants to display meeting notes in List view on the bottom… Read More »
Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks. CRM application provides lot of options for workflow automation. New Stuff: Generate Sage 300 Invoice from Sage CRM Suppose, we… Read More »
This blog will help you how to display Sage 300 Invoice into PDF format through Sage CRM. New Stuff: Display Sage 300 Customers Orders in Sage CRM Self Service In Sage CRM (Integrated with Sage 300) for promoted customers O/E Inquiry tab and other tabs gets enabled. For your reference, we have added the Print button… Read More »
In our earlier post, we had explained how to display Sage 300 Customer Aging Report in Sage CRM Self-service. In this blog, we will explain you how to display Customer Orders in Sage CRM Self-service. New Stuff: Notify Task Creator with Email notification when Task is completed In Sage CRM, Orders are displayed under O/E Inquiry… Read More »
Sage CRM comes with an amazing tool which allows system to notify Users in form of Escalation emails and on screen notifications. The Escalation feature can also be implemented in Sage CRM when a Task is created. Let’s say there is a scenario where User A has created a task and assigned to User B.… Read More »
SSA fields are provides very efficient functionality in Sage CRM. SSA field is nothing but an integer field at back end which stores integer value i.e. primary key value in database. At UI level SSA fields display the record description on screen. New stuff: Information on Escalation Rules and Configurations in Sage CRM Today in this… Read More »
