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: Error when calling INIT method through Self service »
In day-to-day life maintaining documentation for everything is quite a cumbersome task. Sage CRM has endowed with a nice tool to upload/download an attachment for main entities like Company, Person, Cases, Opportunities, and Communications etc. CRM user can attach issue or new prospect related documentations within CRM, but have you ever thought of making available… Read More: Communication Attachments in Self Service »
There is Send email workflow action provided for this under standard workflow. This functionality is quite efficient for email sending if no complicated e-mail design is involved. We were requested the twist in this e-mail sending functionality for one of the custom entities on our client’s Sage CRM system. Though the entity was custom primary… Read More: Edit E-mail before sending it through workflow »
Apache FOP is the tool being used in Standard CRM installation to generate the PDF reports. The phenomenon works on the basis of Extended Style sheet Transformation methodology. We had posted the detailed information on this topic before. Please go through the below link to refer the same. http://sagecrmaddons.blogspot.com/2009/07/file-to-pdf-conversion-using-fop.html As per the block diagram in… Read More: FOP shell command »
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: Generate Excel/PDF reports on standard Sage CRM entities externally »
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: Convert Selection field to Multiselect »
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: Re-Organization Charts »
“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: Interactive Dashboard Error on SageCRM 7.0 »
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: Pop Up Email Screen before sending mail through workflow »
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: “Check” this out »
