Sage CRM provides a very essential way of writing an validate script at the Screen level in the Validate Script section to validate different types of fields in Sage CRM. This is a very basic part of development practice. Now, if you are writing validate script in the standard Sage CRM screens, then above method… Read More »
Screen designing and positioning in dot net API with latest Sage CRM versions has become very much simpler. It provides standard code templates for developer to generate the custom pages on the fly. We came across one common scenario many times wherein people try to display two panels next to each other on same page.… Read More »
Handling the date fields is usually a tricky part in development work. Sometimes it is termed as programmer’s nightmare as lots of formatting and validation complications are involved when working on the same from client side script. Recently we had a requirement where we had to get the duration between 2 dates and display the… Read More »
In Sage CRM for the every standard entity record we can attach different types of documents under “Documents” tab. This feature allows you to categorize the documents as per the contents as well as mark them as Final/Draft. For one of our customers we have designed a custom Tasks module which is used for maintaining… Read More »
After integrating Sage 100 (Formerly Sage MAS 90/200) with Sage CRM and SageACT with real-time, bi-directional & Multi-company support. We are now integrating Sage 100 with Sage SalesLogix CRM. We been receiving inquires regarding this integration from many partners since long and thanks for the wonderful feedback and suggestions to make this come true. This is a… Read More »
Here is another great pipeline feature Sage released for its customers through SP2 upgrade for Sage CRM version 7.1. This tool is very useful in managing file structure through CRM admin section. Now the question is why it would have been that useful? In earlier versions when we create any entity record and add document… Read More »
Once while accessing the sage CRM, I enabled the IIS AutoLogin feature. After this CRM did not allow me to login into CRM again even though when I entered the right windows credentials and also my username exists in active directory of domain. So this might have been because i might not have configured active… Read More »
One day while doing the design of Summary page for one of the custom entities an unobvious thought came into my mind whether I can swap the positions of Button text and Button image on button control. Also following sage CRM standards I wanted to use the standard AddButton feature only tomake sure all the… Read More »
Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline. Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might… Read More »
Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are… Read More »
