Very often we come across a requirement where we need to import data from an external system into Saleslogix. The quickest way to do this is to map the fields between 2 tables and import the data using SQL import or write a stored procedure or SQL cursor. All these methods would read the records… Read More »
Here is what I experienced when I used a check box type field on the web client. I had designed a simple screen on which I had placed checkbox controls. When I clicked on Save button I used to get a “truncate error” message. I felt that value entered in one of the fields of… Read More »
Everyone must be aware of use of “Dialog Action” choice which is provided by the Sage SalesLogix standard Web Client SDK that can be used while opening a new form on Add button. Has anyone come across a scenario where one can able to open new form through Add button but getting error on click… Read More »
Very often you come across an issue something like “Cannot insert duplicate key row in object ‘dbo.Phone’ with unique index ‘IDX_Phon_PhoneId”. The issue clearly indicates that the primary id of record which is being inserted already exists. But how is this possible because the primary id of each record which is being inserted in Sage… Read More »
In my past blog posts, I had mainly concentrated on the data security and management. I this post I will talk more about code base security. In day to day life the code security is most important task of management. Sage CRM has incorporated code base security by using .Net API. From Sage CRM 6.1… Read More »
Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More »
Greytrix has released GUMU(tm) for Sage Saleslogix – Sage 50 Integration for Sage Saleslogix version 7.5 and Sage 50. This is a real time bi directional integration between Sage Saleslogix and Sage 50 Integration. Features: Multi-Company Integration – GUMU(tm) for Sage Saleslogix – Sage 50 Integration allows you to integrate multiple Sage 50 companies with… Read More »
Everyone knows that SageCRM provides the user with a feature to merge company and its child records. When you select the dropdown to choose the Source company you get to see the company name. So effectively you have to select the source company by looking at the company name. Now wait a minute. Why would… Read More »
We have managed to win over many customers records in the past decade and all the data is safely maintained in our SageCRM. Although my marketing and sales teams strive hard to make sure that the data is accurate there could definitely be instances where the data in not complete. How do we identify such… Read More »
Writing down the Name and Address on front page of the letter or envelop and sending it through mail has become an obsolete method nowadays. Now the world is so fast that there is no point in doing this manual work when the letter itself is being merged and generated automatically through several applications. This… Read More »
