What we do usually to find records in SageCRM? We go to Find Record Screen, fills the values in field and click on Find button. Too much time consuming process.. To reduce the time of clicking find button after filling values in fields, we have written a script. Once installed for any screen e.g. “Company… Read More »
Just for a thought. If you are getting this error while trying to login the SageCRM and you have already done some preliminary steps to resolve this like Installing Latest Service Pack, Checking the database Connectivity and still you are facing the same problem then please check if the views “vGroupEntities” and “vGroupLookup” exists in… Read More »
If you are willing to create or change the exitsing Self Service Instance for SageCRM please have a look at the steps mentioned below. Steps to create a new virtual directory for self service is given below: 1. Go to Control Panel->Administrative Tools->Internet Information Services2. Right click on the Default Web Site and select New… Read More »
SYCUSTNV has got all functions related to Customer information. In order to add fields from ARMAST, you need to refer to SYECRMNV.PRG. Following are the steps: 1. Modify syecrmnv.prg. 2. Find the Method “m_GetARInquiry” and add your custom field name where all the fields are added. (Please note that your custom field should be there… Read More »
Write this script written between in custom content field of Opportunity Detail Screen with Window’s Onload event. datediff=document.EntryForm. hdndiff.value; if(datediff>2) { var a=document.getElementsByTagName(“Table”); for(i=0;i
Now we can Login the CRM externally (Out of CRM Portal) and perform all the required functionality like mentioned below: 1. Mail Merge 2. Send Mails Requisites: It requires Licenced CRM Login Name Password
As per our one of the components we can create an Excel Mail Merge. Further if we are willing to generate PDF file for that Excel file programatically, we have developed a component which works individually in SageCRM which picks up the Excel sheet and converts it in to PDF automatically. Requisites: This supports only… Read More »
Currently SageCRM provides Mail merge functionality with Word Document. We can Add fields on Word Document and Template works as expected. But what to do if we want to merge the field values on Excel File? We have the solution. We have developed a component which fetches the values from SageCRM and displays in MS… Read More »
Can we create a Template for Custom Entity in SageCRM? No. Then what to do if we want to send an E-Mail with a Template which contains fields from custom entities? We have solution. We have developed an component which will create a Template containing fields from custom Entity which we could be able to… Read More »
As per the standard SageCRM functionality we could use the Mail Merge functionality with Standard Primary entities only. Do you want to activate this functionality for Custom Entity? We have developed a component so we could be able to use Mail Merge functionality with Custom Entity. We can Add the fields from Custom Entity in… Read More »
