In my earlier post: http://sagecrmaddons.blogspot.com/2008/07/multiple-line-items-entry-on-single.html I had mentioned that we have a tool that can add Multiple Line Items entry on Single Button Click. This tool provides an interface which includes an editable grid. Using this grid user is able to add the record data row-wise by using New Entry button and can save the… Read More »
Recently in a customization I was doing for a client I had to add a list block in a custom page. On clicking on the hyperlink on the list the page redirects to the communication summary page. I noticed a strange thing happen, whenever I am on the standard communication summary screen redirected from this… Read More »
Everyone must be aware of SageCRM standard functionality of Key attribute Data which is used for setting dynamic data associated with primary entities. (i.e. Companies, Cases, Leads, Opportunities) These Key Attribute sets are divided into user defined categories and System categories. See screen shot below. Recently I came across a scenario of displaying Key attribute… Read More »
“I am going to tweak our SageCRM to allow recurring tasks”, I told my boss. This was soon after our meeting where a task was assigned to me which and needed to be done every week. We knew that SageCRM does not allow recurring tasks like it does for recurring appointments. I took up the… Read More »
This is a term that we normally come across in Accounting and ERP packages and not in CRM. In SageCRM we do have tracking in Case and Opportunity which comes close to auditing but it is not actually auditing. It is more of tracking of the phases that an opportunity or a case goes through… Read More »
We all developers are aware of a method Container.Execute(), We use this standard command to execute the container containing our blocks populated from Metadata. Talking on this subject may not be much wise thing to done as The container execution is the basic development practice. So much has been discussed and blogged on this topic… Read More »
In my previous post I had explained how to add multiple email addresses in the “To” field by checking the checkboxes in custom grid (http://sagecrmaddons.blogspot.com/2010/06/multiple-recipients-in-email.html). This involved a relatively more customizations by creating a tab etc. We have now come up with a component which follows a refined method which will enable you to add… Read More »
Everybody is quite familiar with the Add or Find Person functionality under Lead. Here we get a link under Person details saying Add or Find Person. Clicking this link will open a pop up to fill in the details of the person and new person is created in no time. As soon as we save… Read More »
SageCRM provides the functionality of providing search criteria in reports and if you tend to use a certain criteria regularly then you can even save those criteria. In this way you can save the multiple criteria for a single report. So the next time the report needs to be run, you can just choose the… Read More »
Well, this is is just another way you can handle the error messages in CRM custom ASP pages. For one of the customizations i was supposed to write a validation for a field on screen being used in custom ASP pages. I did the same by writing below validate script. If () { ErrorStr =… Read More »
