As we all know, Pie Chart is a special chart that uses “pie slices” to show relative sizes of data. Pie charts can be used in Sage CRM for a graphical representation of data. They are directly inherited from Graphics and are an extension of the Graphic Block. Here if we wish to see a… Read More »
One of our clients came up with a requirement, ability to access CRM by entering alternate URL, easier to understand by normal users. E. g. instead of entering a long URL say http://abcdefgh/crminstance name/eware.dll/US they wanted to enter say TestHost in the address bar to access the CRM. Well, this can be done using some… Read More »
In my previous blog I had explained how this can be done in standard way. https://www.greytrix.com/blogs/sagecrm/2012/10/20/remove-unwanted-phone-email-fields/ Bu what if you want to just hide the unwanted fields in the Phone/Email tab and not remove them? Same can be done by implementing JavaScript as explained below. Here are the installation instructions. 1. Create a ClientFuncs.js file… Read More »
In Sage CRM, I came across one interesting scenario where I want to display two fields combined. Consider the scenario, if I wanted to display an age field like 24 years. In this case I created two fields one text field which contains age value and another one is selection which contains age description like… Read More »
Sage CRM v7.1 SP2 has added the additional features for System Administrators to restrict the type of file uploaded into the system and also to control the size. In earlier versions of CRM, this feature was not available. Uploading large files needs space and in CRM the upload of files will take time and can… Read More »
In Sage CRM, if we create a new company or person, there is a phone and email section to store the phone and email details. This screen is designed in order to capture all the phone details that are possible. However what if some details are not required like Pager details, nobody uses it anymore.… Read More »
In SageCRM, there is an “Export to File” button in the Find area of the main menu. After clicking on this button “Export Saved Search” screen opens. On this screen there is textbox “Create entry in shared documents” which is checked by default. This result in storing output generated to shared documents which in turn… Read More »
In Sage CRM, we can add the multiline text field. In multiline text field we can enter the multiple lines of free text. While working on the Sage CRM 7.1 d version, we encountered an issue with the multiline text field. While saving a large text, it gives an error “String index out of range”.… Read More »
Currently in CRM, for Search Select Advanced of any primary entity there is a small arrow on the right hand side of the SSA field with find and clear options. After clicking on find option the system will open find screen. But if we create Search Select Advance of custom entity and clicks on find… Read More »
A report helps to give a quick review of information/data entered. It is very simple to create a report in Sage CRM. Sage CRM reports are built using views to access information from a database. Creating or customizing the views in Sage CRM can allow you to create reports for specific requirement. Let us take… Read More »
