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: Providing an Hyperlink to a related entity through Communication screen »
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: Custom messages on standard lists »
“How is your day going, mate” my colleague poked his head in my cubicle and asked me. It was a perfect day outside, bright and sunny. In India the sunny climate is not as well received it is sunny most of the year. However it was a Friday afternoon and I was getting ready for… Read More: No valid Web Host License Available »
Source Sage Summit 2011 Diary…8 Questions with Greytrix We have asked Sage Summit exhibitors to provide their answers to a set of 8 questions in order to help us all learn a bit more about them.The goal of these questions is to help Summit attendees to identify exhibitors that they might want to visit prior… Read More: Greytrix at Sage Summit Booth Number 326 »
Everyone must be aware of Sage SalesLogix standard functionality of adding different tabs under main entities by adding the forms under smart parts section of that entity. Other properties that need to be set are “Target Workspace” property to TabControl and “Show In Mode” property to Detail. But what if you are setting all these… Read More: Could not find UpdatePanel with ID »
Some days ago i came across the requirement where i needed to display three different sections of the details on the same page. Not that tricky when i design three different pages and put the m in iframes on main page. However Iframe is certainly not a preferable option as it is blocked by many… Read More: HTML Frameset tags in Custompages »
I encountered the below error which reads Retrieving the COM class factory for component with CLSID {39CCFCA0-D8FA-4519-8E57-A05784EA84F3} failed due to the following error: 80040154. The next thing I followed is to navigate to the CLSID in the registry editor under HKEY_CLASSES_ROOT section and searched the corresponding CLSID i.e. {39CCFCA0-D8FA-4519-8E57-A05784EA84F3} which is showing GroupTranslator Object in… Read More: COM Class Factory Error in SalesLogix »
Have you ever come across a scenario when logging into the SalesLogix Web you can see only the upper blue strip of the web client? Strange isn’t it? Just have a look at the below image. Initially I thought my VFS is not deployed properly so I deployed the VFS again after rebuilding web platform.… Read More: Sage Saleslogix Web compatibility with IE9 »
Looking at the error I thought I have not set the proper credentials for my web user. So I rechecked the same by logging as Administrator in the LAN client. I had the IIS 7.5 reinstalled so that was I my list of suspects. After some more investigation I understood that 1. I must check… Read More: Your login attempt was not successful. Please try again »
Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client’s profiles through CRM. You must have read on Jeff’s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type.… Read More: Upload photos from new person screen directly »
