Customizing Quotes/Orders entities might seem bit complex stuff when we have multicurrency settings done in CRM. You have the feature in CRM to enable the multicurrency support from Administration || Data Management || Currency. Even though you enable multiple currencies, you won’t be able to see them all under the currency dropdowns on Quotes/Orders entities. To… Read More »
The Grid or List in Sage CRM control helps user to view the number of records in a single glance. By default, each list shows 10 records in it and can be changed by user from the preferences tab. Users can change the number of rows being displayed in the gird by navigating to MyCRM… Read More »
Sage CRM v7.2 has simplified the life of developers in many aspects. It has reduced the coding effort required by providing in-build functions and hence optimized the coding. In earlier version, we were using the content block to display the Information message. Now, in Sage CRM v7.2 this can be done using client side script. Let… Read More »
In our earlier post, we discussed general issues that we encountered “while upgrading Sage CRM- Sage 300 system”. One of our clients was facing some similar issues, while updating Sage CRM company data in Sage 300 ERP. After some investigation, we found that Web Deployment configuration is deployed using DCOM. Users can easily identify how… Read More »
A Lead can be converted to an Opportunity by “Convert to Opportunity” button available on the lead summary screen. We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when… Read More »
We all know that SageCRM can be integrated with Microsoft Outlook which gives you complete bidirectional synchronization of emails, contacts, appointments and tasks. You can work directly in Microsoft Outlook or Sage CRM as per your schedule. From Microsoft Outlook, emails can be sent\received and also we can choose which email should be filed in… Read More »
In our earlier post, we discussed about “Notification and Email feature in Sage CRM V7.2. There are some other exciting changes, which we have come across in Sage CRM 7.2 version. As we know for required fields in Sage CRM, blue (*) is displayed on the fields, so that user will understand the field is… Read More »
Search Select Advanced (SSA) field behaves in a specific manner for all the standard entities (Company, Person, Case etc.) in CRM. However it behaves little differently for the custom entities. Let us consider an example of a Company field to understand how this field behaves for standard entities in detail. 1. When user clicks on… Read More »
In Sage CRM, if we need create an email template with inline image, what we do normally is write the content of an email and reference the image from local path to build the design, however sometimes when we send an email the image doesn’t appear in the email body. We see the empty block… Read More »
