Have you ever tried using communications against your custom entity?? If yes, then the main hedache that you all might have faced is the desruption of the Save and Cancel buttons URL. You might have faced the problems like CRM logs you out after clicking cancel button or either throughs you in any other context… Read More: Handle Cancel and Save URL »
Using Groups functionality in CRM you can create, modify and save lists of people, companies, leads, opportunities and cases. Few words regarding Groups: 1. Groups are generated based on views and can be used similar to standard CRM reports. 2. Groups can be created for all the primary entities in CRM. 3. In the Group… Read More: Create Mass Opportunities using Groups »
You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity. Suppose you want to quickly create an opportunity from Lead using the lead details and you want to include this action in workflow. Well,that is quite feasible with some out of box customization that we… Read More: Convert Lead To Opportunity through the workflow »
In standard Sage CRM some of columns are displayed internally through eWare dll, which are not removable. For an example, you will find this on the Communication List, where we cannot remove the “Regarding” column. If you are looking for this then yes it is possible to hide the columns from the list. You just… Read More: Hide the “Regarding” column from Communication list »
Are you aware that you can achieve the value of the selected option in selection field easily by writing the script like below in custom content? However using this script; you will get the code value, but what if you want the caption value for the same? Well, you can do this by modifying your… Read More: Get the Translation (Caption) Value of a Selection field in… »
Do you have a list of Leads which you want to Import in SageCRM and also want to assign them to Various Users from CRM belonging to different Territories? In Standard SageCRM, we can import Leads and assign them to either single Territory or Single Team. Now, using the functionality which we have designed; we… Read More: Lead Import – Assign Leads to Various Users from Various… »
Progressed workflow by Mistake? Want to go back to the Previous Stage? Standard SageCRM functionality does not allow us to go back to the previous stage of the workflow once proceeded. We have designed an out of box functionality that will add a new stage in workflow and by clicking on that; user can go… Read More: Want to Go Back to the Previous Workflow Stage? »
Do you need to display the image for notification in the Sage CRM standard Grid? Yes, it is possible!!!! Solution: We need to write some scripts on the custom content of the grid to display image in the grid. Please refer below screenshot:
Suppose that you have a Search select advance field under company entity named tesmulti to select the people and you have two columns in it that are “Phone full number” and “First name”. Now if you want to fire search criteria you will be able to fire the criteria only based on Person first name… Read More: Do you know this behavior of Search Select Advance field?? »
Sage CRM 6.2 has provided an excellent feature of establishing a relationship between the entities called Related entities. On the installation of Sage CRM version 6.2 you may notice an error as you click Relationship tab under any entity. The error message is shown below: However, this error message is nothing to do with an… Read More: Error on Relationship Tab in Sage CRM »
