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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
Some days ago I came across this question on one of the CRM forums. The requirement was like when I select company and go to People tab, if no primary person has been set for that company then display the message “Primary person has not been set”. I remember I did something similar to this… Read More »
