Sage CRM provides many features at administration level that can be used to make modifications and customizations without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM. Escalation is a key tool of CRM to implement different kinds… Read More »
Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need. Sage CRM provides us with options to Create… Read More »
Consider a scenario where we need to populate a field value from another table to Company Summary screen. To achieve the same we need to access the database to get the field value and then display the same on the screen. For example FinalTotal is a field in any other table in CRM. You want… Read More »
Exporting screen details to different word templates is one of the essential features of any business software. In our day to day business we come across many scenarios where we need to export the details to predefined word document template so that we can send the same by post or hand over printed copy to… Read More »
In Sage CRM we are able to view the Customer related details in a list format for e.g. Customer Address, Cases, Communication, documents. These details are displayed in List or Grid format in CRM. Using list format we can provide a variety of functionalities in CRM for e.g. we can add a hyperlink for customer’s… Read More »
The Administration section Sage CRM provides option not only to add new fields in an entity but also to change the entry type, Caption, Entry Width etc of the existing fields. Once altered these changes get reflected on the screen wherever used. But recently I came across a strange issue. The requirement was to change… Read More »
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 »
