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 »
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 »
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 »
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 »
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 »
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 »
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 »
Are looking to keep a check on whether the password for the user entered is weak, normal or strong while creating user? We have a component using which you can find password strength on user entry screen or summary screen.It will notify to the user in that screen from which we can easily check out… Read More »
Are looking to create an auto generated field which will work same as case Reference number? Yes it’s possible, we can create auto generated field for custom entity or any standard entity. What you need to do is: 1. Create your fields as stored procedure type within CRM. 2. Add a new entry into the… Read More »
