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 »
Last weekend I got a chance to visit a holiday resort by the lake side. It was just heavenly with the silence and peace, to be woken up in the morning by the chirping birds rather than the blackberry alarm, trekking, swimming. Ahhh! Just awesome. The hectic life in the city does make you appreciate… Read More »
Sage CRM has provided wonderful features to automate tasks like sending mails or notifications etc using Escalation. We can send automated emails through implementing business rules using escalation service in SageCRM. Have you ever been thought about sending automated emails or setting escalation rules for secondary entities in CRM? Recently I had come up with… Read More »
Primary keys in SQL tables allow us to uniquely identify the rows. These keys also allow us to establish the relationship between tables based on foreign key-primary key concept. Though we can have different id field names in CRM tables, the standard primary key feature is well maintained with field names like “_” (e.g. Case_CaseId).… Read More »
The normal SageCRM user interface that we have got used to over the years is that the user clicks on a tab and if the tab lists multiple records then the user are presented with a grid. The user then has to click on one of the records to view the summary or detail information… Read More »
Very strange for CRM functionality, but for one of our clients we came across the requirement where the Phone and E-mail panels on Company entry screen were required to be removed. They have a process implemented wherein they enter these details afterwards from within Company tab group. This is quite tricky functionality to be achieved,… Read More »
Uploading the requirement and concepts documents for our prospect companies in CRM is something that we do very often. Sometimes the documents count for some of the companies go above 100 considering the multiple opportunities we discuss with them. Well the hitch in this operation is the Create Communication checkbox on new document screen as… Read More »
When we are using CRM Self Service, the basic methodology that we need to follow is to first initialize the Self Service object and then do the operations with database as per the need. The INIT methods help in initializing the object and then operate on CRM database. This fundamental works on the principal of… Read More »
