Sometimes we come across scenario where we have to hide fields on Page Onload (View Mode) as well as OnChange of page (Edit mode). I have written a blog for the same. You can find it in the below path: https://www.greytrix.com/blogs/sagecrm/2010/06/28/hide-and-show-fields-in-sagecrm/ The above block works fine. But I had a requirement from client that he… Read More: Hide fields and extra spaces in Sage CRM »
Crystal Reports is a business intelligence application used to design and generate reports from a wide range of data sources. As we know Sage CRM also supports Crystal Reports for precise reporting. In one of the customizations on the current version of Sage CRM I came across an error like “Could not find CLSID for… Read More: CrystalReports ActiveXReportViewer Error »
In the recent past I’d received several queries like; users getting logged out of the system whenever they keep their browser in idle state or navigate to other site. How to disable preferences tab for all CRM Users? Well, solutions to all such problems are available in CRM User Guide under user configuration section. Even… Read More: User Configurations in Sage CRM »
Screen designing and positioning in dot net API with latest Sage CRM versions has become very much simpler. It provides standard code templates for developer to generate the custom pages on the fly. We came across one common scenario many times wherein people try to display two panels next to each other on same page.… Read More: Show multiple Panel/Lists on a screen using .NET API »
We have seen many integration solutions in past from Greytrix which usually covered Desktop <-> Desktop integration. Today will see its foray into the Desktop <-> Cloud segment with FreshBooks The Leader in Online Invoicing and Sage Peachtree (soon to be re-branded as Sage 50 – US Edition) integration. A one of its kind giving you the… Read More: FreshBooks Connector for Sage Peachtree »
In Sage CRM we are able to view the Customer related details in a list format for e.g. Customer Address, Cases, Communication, documents. These details are displayed in List or Grid format in CRM. Using list format we can provide a variety of functionalities in CRM for e.g. we can add a hyperlink for customer’s… Read More: Display Sr No Column in List/Grid »
We know how to add user select fields on the screen and use them for assigning users in various business processes. Sometimes you can observe strange behavior of User select fields on some screens. Sometimes you see them as selection fields and sometimes as a text box with magnifying glass. Well, it’s not a strange… Read More: User Select field Selection or Finder? »
In Sage CRM users can create new entities and use them to serve various business processes. You must be aware that one can add the entity easily in the Sage CRM using the Advanced Customization wizard. Recently I developed the one for one of my clients. All went fine until my client requested to add… Read More: Adding Extra information in Top Content »
Whenever we create quotes through standard screen, it calls the internal methods to generated Quote reference id based on reference format and updates the new quote record with the same. When we create quote using CreateRecord method in COMP API we don’t get this value automatically set. Below is the function you can use in… Read More: Set Quote reference id when creating quotes from COM API »
Nowadays various business softwares are relying largely on ActiveX components for using third party tools. After all, it is one reliable of the many ways available for using software components in programming language independent way as an integral part of Component Object Model. Document Drop is one of the functionality in Sage CRM which uses… Read More: XeWare Document Drop Plug-in »
