Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
Being a business closely dependent on market up’s down’s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it… Read More »
In our previous blog, we discussed how to add the checkboxes in the list by adding Dummy field in the table. Now, we would be discussing how to enable Select/Deselect all option in the Sage CRM list. Also Read: Set Grid size as per your requirement in Sage CRM Sage CRM .NET SDK allows user to… Read More »
In our earlier blogs, “Flexible Grid Size in Sage CRM”, we explained how to maintain grid size in Sage CRM. Now, suppose you want to hide blank rows from custom screen designed using either ASP or CRM .NET code. Hence in this case, you can make use of PadBottom property of list block. This property… Read More »
Sage CRM SDK allows users to add multiple screens, panels or blocks on a single screen. For example if you refer standard company screen Person Detail, Address, Phone/Email and Contact blocks are added on a single screen. Suppose you want to further divide Person detail block to show (say Bank Account Information) within the same… Read More »
With new versions of IIS, the security has been tightened a lot in order to setup secure environment for website deployment. You must have observed this behavior very commonly when you install SageCRM on latest windows servers with IIS7. When you try and edit any configuration under Administration tab, the authentication prompt comes up and… Read More »
Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store… Read More »
This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed how to install and verify the Outlook Integration with SageCRM 7.2. In this blog I will explain how to add and sync contacts from CRM to outlook, updating contact details and how to file and… Read More »
With the feature of Interactive dashboards we can do lot of things. We can create several gadgets, dashboards to consolidate and segregate the CRM data under single roof. In this blog I will explain how you can use the feature to display a basic opportunity forecast chart on the dashboards tab. First of all let… Read More »
Hello folks! Back with one more interesting trick here. As you all now you can control which tab is visible to who by using SQL condition box at the time of creating that tab. Like I can say if the tab should be visible to specific users I can put conditions using “U:” etc. However… Read More »
