Sometimes we came across the scenario of hiding the field on onload of page (View mode) as well as OnChange of page (Edit mode). For this you have to write script. In this blog I would like to represent easy and simple way to do this.Consider a scenario where oppo_sectionalready is a checkbox field of… Read More »
Sometimes we come across the situation where we may need to convert the text field to MultilineText. The ideal scenario will be; suppose we are taking a small description for opportunity in some field and now the logic is changed so that we are entering the detailed description for the same. So the normal text… Read More »
As per Standard functionality of SageCRM , we can send E-mail to the person by entering his Email Id in “To” field. But can you Show the selected person Email id in “To” field from Custom Grid? Well, the answer is Yes. In this blog I would like to present the easy and simple way… Read More »
We always face the problems with popup window in JavaScript using window. Open command either in Custom content or pages that we design. Sometimes the parent window goes blank or sometimes the popup window looses focus and goes behind. Problem Definition: Suppose I want to open http://www.google.com in popup window. So ideally I will use… Read More »
In SageCRM, if a user adds a document under a company or a person then that is viewed by everyone who accesses the company or person under which the document is linked. This could be a good feature but this can also result in a scenario where user could get access to unwanted or information.… Read More »
The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It’s pretty simple. Here is how you can do it. • Create a multi-select field in the opportunity to store the persons related to… Read More »
Data security and data maintenance is very much important in today’s world. Many organizations follow the concept of territorial structure while some still stick to basics and make the data of user from one territory available for viewing purpose for user in another territory. This user might not have permissions to modify the data, but… Read More »
Geographical area or type of customers assigned to a sales unit such as salesperson, sales manager, franchisee, distributor, or agent etc. are the main components of dividing sales process of an industry based on territories. Not only the sales process, but several other business logics also implement territorial structures these days in order to enhance… Read More »
When we go for creating a new report in CRM, we can see the below screen to enter the report details. Here we need to specify the styling that we are going to use for this particular report. By default there are two styles provided over here as mentioned below.1. Standard with Grids2. Standard without… Read More »
In todays business world Sales Management Process plays a vital role. Sage CRM is one of the players in market who has made available a well organized way to deal with a Sales process using Leads and opportunities in CRM. It has also provided efficient way to integrate CRM and ACCPAC ERP to maintain the… Read More »
