In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More: Restricting Workflow rules to Assigned User »
SageCRM escalations module ensures timely completion of the tasks assigned to the user and if not completed on time escalates the same to proper authority. These escalations configured in CRM, but we can also control when these escalations will be triggered. Here is how. The New Stuff: Log Me In To Custom Page Escalations getting… Read More: Tuning Escalation Engine »
Less number of clicks, faster work! It’s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as… Read More: Log Me In To Custom Page »
Grid customizations in Sage CRM are bit time consuming and sometimes need complex coding. But with Sage CRM client side API it has become much easier to work with grid customizations. One of our clients came up with requirement that there should not be an hyperlink on Quote Items grid. Now, this hyperlink is not… Read More: Sage CRM 7.2 Client Side API Manipulate List Block Columns »
Sage CRM 7.2 introduced a new powerful and simple way to use API for carrying out client side customizations. In my previous blog I had explained how we can hide and show fields using Client side API. Below is the link for the same. New way of Client side field customizations In this blog I… Read More: Sage CRM 7.2 Client Side API Adding columns to List… »
Sage CRM comes with a feature of uploading documents against the primary entities such as Case, Company and Opportunity etc. These documents let it be of any type such as a PDF, DOCX or a jpeg file, can be found under the documents tab against an entity. However when you customize this module, there are… Read More: Missing Download Attachment button on Documents Tab »
Nowadays in every business, data security has become a Key factor. An application that allows managing it without writing any line of code is very helpful. Sage CRM provides feature for managing data access rights not only for normal users but also for power users like administrators at the time of user creation. In this… Read More: User Administration and Info Admin Rights »
When it comes to client side add-ons with web application, it always becomes difficult to set them up due to security restrictions. Outlook integration is one of such functionality provided by Sage CRM which hugely depends on client environment. Over last few days we have posted series of blogs on classic Outlook integration plugin using… Read More: Everything you want to know about Outlook Integration »
Hi folks “GREETINGS OF THE DAY”! Nowadays life has become very fast and every minute counts. In this faster world we don’t have time to write letters and e-mail has become popular way of communication. All new age software’s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound… Read More: Processing Inbound Emails using Rule-sets »
In Sage CRM customizations most of the times we need query string (URL) parameters to be used in the code. As far as server side programming is concerned, there are several ways by which we can get URL values and use them. Complexity increases when it comes to client side scripting. One needs to write… Read More: SageCRM 7.2 URL parameters through Client Side API »
