Recently I came across a scenario when I tried logging into the SalesLogix client, an error popped up saying “Unable to initialize Data Dictionary Invalid Object Name “SYSTEMINFO”. It’s a strange issue as a day before I was able to login into the system. Initially I thought SQL services of my machine/server moght be disabled/not… Read More »
Sage CRM allows running External JavaScript file to create new record or update the existing records. For example if we create new company records in bulk based on the certain specified condition or want to update the same; Importing or updating the company data by using the external JavaScript file is relatively very easy as… Read More »
Sage Salelogix provides an easy and robust way for performing the customizations and creating the bundles of the same. Bundles then writes back each change to each table in the Saleslogix database that was edited. It thus helps implementers, Pre-Sales Consultants and Certified Partners to reuse the package, for implementation specific Customizations easily. Recently while… Read More »
Usually we come across some challenges while modifying Sage CRM as per customer’s requirements. Some modifications are achieved just by performing some simple changes in translations; however for few others scripting is required. Recently I had a customization where I had to display a communication list in a custom page and display the same in… Read More »
We are sure you must be aware that with the release of Sage CRM 7.1 Sage is no longer supporting the new Sage CRM 7.1 integration with Sage Pro ERP. Since we already had the experience with our Greytrix Web Order Entry for Sage Pro ERP we further enhanced it and have released integration for Sage… Read More »
Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM latest versions like version 7.0, version 7.1 integrates with more advanced Sage 300 (Accpac) versions like Accpac 6.0, 6.1 etc. Now process of implementation is very easy and straight forward as far as new installation is concerned, however when… Read More »
For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients;… Read More »
You must have come across the above mentioned issue when installing CRM on multiserver architecture where Application server and Database server are two different machines on the network. This error occurs at the time of installing CRM on Application server. This issue seems to be related to the database connectivity across the server, but what… Read More »
Have you ever encountered this error message “Cannot open database [XXXX] requested by the login. The login failed. “ While installing CRM patches with SQL Server and MSSQL services both available on the same SQL server??? As the error says there might be many reasons for it to not to connect to database like network dis-connectivity,… Read More »
In standard CRM you can see summary screen for all entities like Company, Person, Cases, and Communication. To change basic details for the company or Person entity you can choose two ways 1. Click on the Change button from Summary screen (Refer screenshot below.) 2. Click on the Summary Block hyperlink of Summary screen. (Refer… Read More »
