You must be familier that we can generate the Summary Reports from the summary screens of standard Sage CRM entities. Lets consider for an example Opportunity Summary Report.You can generate this report by clicking Summary Report button provided on Opportunity Summary screen. Now, suppose you want to have one more field inside this report say… Read More »
For handeling any of your Post Recod insert activity the very first option that comes to your mind is the Table Level Script. You can make use of PostInsertRecord function in order to handle the Post Insert Record activities. It is quites simple to make use of this standard functionality provided by Sage CRM, but… Read More »
Documents functionality provided by Sage CRM allows you to store all your documents against all the standard entities like Company, Person, Case, Opportunity etc. You know that you can go to the documents tab against particular entity record and attach the new document as per your requirement. Now suppose, that the requirement is to attach… Read More »
There is the functionality provided by Sage CRM where we can go and create a task for the single user, but what if we need to assign the tasks for the multiple users based on the months and days?? Here is the component which does the same. Installing this component you can see the new… Read More »
You can see the Export To Word button on the Quote Summary Screen. Clicking this button you can select the template for the mail merge and move ahead with merging the Quote Line Items in the word document. Suppose, you dont want the word document being generated here and you want PDF document instead then… Read More »
Does anyone come up with Assigned To security function which is dependent on user’s profile? Let’s assume, if there is Territory structure defined as East, West and Central. By Default, users from East can view the data that belongs to East territory and same is the case for West and Central territory users. Now, suppose… Read More »
GROUPS is a very efficient feature provided by SAGE CRM using which we can collectivelly refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. Now, what if you want this functionality for… Read More »
Well, this is something related to the Basic Screen Level Customizations through ASP pages. You know that you can create a screen using an entrygroup block. After that you can make use of the eWare.GetBlock(“entry”) method to add various text fields, selection fields etc, but have you ever tried adding a Search Select Advance field… Read More »
Are you looking to provide calendar control in your Customer Self Service Portal so that picking up the dates accordng to the requirement would be a quite simple task??? Well, this is quite doable. Basically, if we use the Sage CRM standard date field in the Self Service portal, we will not be able to… Read More »
You must have tried to customize the Top content area of your standard entities. Sometimes you must have found it to be very difficult to refer to the Top Content area in order to do some customizations on it. Even if everything is right with the script you have written and it also doesn’t return… Read More »
