For any web application, Self Descriptiveness is the main characteristic which facilitates maximum usage of the modules designed. There are lots of things with which we can achieve this in SageCRM. SageCRM has wide scope for customizations. Customization also involves creating several custom entities to incorporate client requirements. We have a facility to generate entities… Read More »
When it comes to SWT, the only question that comes to our mind is what level of customizations are possible. Yes we can do some simple and straight forward customizations. I had discussed couple of them in my previous blogs. Please refer related posts below. Related Post: 1. Adding new fields on Web Order Entry… Read More »
Most of the new modules of Sage CRM work on DOT NET (.NET) API technology like Relationships tab. Users are given a provision to create API DLL’s for your custom entities. The overall working remains the same where we add the DLL’s in CustomDotNet folder and call the methods from CRM blocks. However while dealing… Read More »
As you know, SageCRM supports multiple addresses to be created against the Company, Person records. We can also select address types etc. However whenever you want to create these records from COM/DOTNET API, first question comes to mind is how to store these values. The New Stuff: Change Default dedupe behaviour Let us consider New… Read More »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »
“Look and Feel” of an application plays an important role in the popularity and usability of an application. Sage CRM is not an exception to this. It provides an option through which one can change the default theme so that users can switch between to work in their preferred “Look and Feel” of the system.… Read More »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More »
From Sage ACCPAC 6.0 onwards Sage has introduced new way of pushing the orders to SageCRM. The Quote and Order forms are now web based and designed with the help of Sage Web Toolkit (SWT) which runs based on the GWT technology. The question what remains is, how far these screens are customizable? Can we… Read More »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
