Generally when we see the summary screen of Company, Person, etc. we see that the each field value is set below the field caption. But in the Phone/Email section of Company/Person entity value is displayed on the same line as the caption. Please refer the below screen shot. If you want to place the value… Read More »
GUMU™ for SageCRM – QuickBooks is a web-based integration. It imports all the essential financial details like Sales order, Invoices, Products and customer information from QuickBooks to SageCRM/SageCRM.com. This integration is easy to use, cost effective, accurate and time saving for both salesperson and accountants. The integration allows viewing all financial and customer information of… Read More »
With reference to the blog written by Jeff http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; What… Read More »
Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary? You might have used Merge Company or Merge Person functionality which is available with standard SageCRM. We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will be from… Read More »
I had posted a blog some days ago explaining disadvantages of Window’s Onload Event method (“for=window event=onload()”) in Custom content for Person Entry Screen. Here we mentioned that this Onload Event works fine for Person area, but it affects the Lead Section where we use Add or Find Button for linking the lead with person.… Read More »
In our previous posthttp://www.blogger.com/post-edit.g?blogID=6264840572654717689&postID=1152421825773155870 we discussed how case reference number gets generated for every case that is created in the CRM. In the earlier post we discussed how we can change the format of the case reference number. But it is still a combination of current user login id and the custom part, something like… Read More »
As we all know about the Case reference ID, it gets generated depends upon the current logged in user and some predefined number range. Currently it gets generated according to the SageCRM standards defined already but what to do if we want to generate a case reference according to the business standards? Suppose for Greytrix… Read More »
All of you know that for SageCRM Customization we use simple JavaScript and most of the time we use JS files for defining our functions and business logic. Anyone can simply Right Click on Page and can see the Source code for your page. Threatened?? Want to hide all the scripts written on your custom… Read More »
Worried about the proper marketing for your policies or product/Services? Just leave it to your Sage CRM system, get the small SMS Add-on from Greytrix and your CRM will manage your marketing activities along with your day to day activities such as sending the reminder to a your client or a Birthday greet to your… Read More »
As we all know that SSA field is one of its own type, very effiecient functionality provided by Sage CRM in order to display various field values for Sage CRM entities, displaying more information alongwith it can mark four stars more on its functionality. For example: SageCRM by default shows the person business number below… Read More »
