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: Integrating DYMO Label printers with CRM »
One of the many wonderful things that I experience after being associated with Sage is the very closely knit and ever ready to assist attitude of the company and the fellow development and reseller friends. As a development partner if at all I need some assistance then in any of the Sage product lines, first… Read More: Workflow Button Size »
Greytrix has released GUMU(TM) for Sage Saleslogix – Sage Pro Integration for Sage Saleslogix version 7.5 and Sage Pro2010. This is a real time bi directional integration between Sage Saleslogix and Sage Pro Integration. Features: Multi-Company Integration – GUMU(TM) for Sage Saleslogix – Sage Pro Integration allows you to integrate multiple Sage Pro companies with… Read More: GUMU for Sage Saleslogix – Sage Pro »
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox. In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other tabs.… Read More: Set Default Status Value for Communications and Cases »
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: Custom Editable Bulk Entry with New Entry on Tab Click »
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: Importance of prevURL property »
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: Key Attribute Data »
“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: Recurring Tasks in SageCRM »
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: Pull that Trigger Now and Audit All Data in SageCRM »
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: Execution of container blocks in COM API »
