Reporting is one of the essential parts of today’s business oriented software’s. It forms the base for analyzing growth of organization and on the other hand also enables us to track the client request-response which helps us in maintaining splendid relationship with client. Sage CRM has come up with powerful reporting solutions to suit any… Read More »
It seems to be pretty straight forward task that can be done directly at database level, but do I really need to go at CRM database level to fire the queries and take risk with the metadata? Absolutely not!! I had custom entity named Project wherein I added a selection field named proj_assignedgroup to understand… Read More »
The relationship tab in SageCRM is another way to portray relation or linking between various entities. The relationship tab allows the user to select a child or a sibling to the parent i.e. the entity under which the relationship is created. But what is missing is a feature to add a sibling to the child.… Read More »
“The Dashboard has experienced a problem. Please contact your system administrator” or “Dashboard for SageCRM is running very slow”. Problem: An error like “The Dashboard has experienced a problem. Please contact your system administrator” encountered as soon as you login to CRM OR dramatic Performance issues with SageCRM Dashboard running very slow. System: Demo Laptop… Read More »
The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow,… Read More »
In my previous blog I had discussed the ways to change the hyperlink on grid to pop-up a custom page window and added parameters. This functionality enables us to handle the actions for grid items separately. This functionality may be required in case when we need to send some more parameters in URL in window… Read More »
As you know that in the standard grid we can set the hyper link or the “custom jump” to redirect the user to another page. But the standard functionality does not allow us to have the good old pop up window. With a small script (and years of experience) we could tweak the functionality of… Read More »
Creating an entity in Sage CRM is no more a headache using standard Sage CRM custom entity wizards. These wizards are capable enough to generate all the entity pages along-with the workflow for the same. Now suppose we have created an entity through custom entity wizard, but you are not using the pages and standard… Read More »
Why do we need Surveys? This question may have several different answers depending upon the organizational goals we are aiming at by conducting online surveys. Conducting Surveys is the most efficient and cost effective way of gathering opinions, suggestions and valuable feedbacks from client in order to enhance the services and survive in competition with… Read More »
SageCRM has a functionality of a dashboard which provides the user a summarized view of all the data like the opportunity forecast, case that were closed, cases that are open etc. The customization functionality of the dashboard adds further leverage to the functionality to get graphs and grid for the users. This allows the user… Read More »
