Recently I encountered a situation wherein I had to fetch records of Views and display the same, but from a database other than the CRM default database. It took some time to think about the way to accomplish my requirement and then after some researching I came up with the solution. The solution to tackle… Read More: How to access views of Different Database in CRM »
Recently while installing the Standard Mapping Component in SageCRM component manager, I encountered below error. As seen from the error message highlighted above its caused because of missing Clustered indexes on Company and Lead tables. I was a bit surprised knowing the reason of error as Indexes are by default defined on CRM database by… Read More: Mapping Component Issues »
Documents tab is available against most of the Sage CRM entities in order to upload the documents. If we want to have the similar feature for Custom entities we have to keep in mind to check Has Documents checkbox while generating Custom entity from the wizard. What if you forgot to check the box and now… Read More: Configure the Library for Secondary entities in CRM »
In Sage CRM, you can see address of Person arranged over multiple lines as shown below. This is because the corresponding view under the Address entity is written as follows. CREATE VIEW vAddress AS SELECT ISNULL(rtrim(Addr_Address1), ”) +’ ‘+ ISNULL(rtrim(Addr_Address2), ”) +’ ‘+ ISNULL(rtrim(Addr_Address3), ”) +’ ‘+ ISNULL(rtrim(Addr_Address4), ”) +’ ‘+ ISNULL(rtrim(Addr_Address5), ”) AS Addr_Street,… Read More: How the address is arranged over multiple lines? »
I see most of the new users/developers training on SageCRM face this question while they work on Appointments and Tasks module. In sage CRM logic used for “Comm_DateTime” and “Comm_ToDateTime” field in Tasks/Appointment is bit difficult to understand. Developers don’t understand how the validation of date range occurs. Here I will explain you how the… Read More: Date fields in task and appointment »
Have you guys ever experienced such problem where you are not able to view the document uploaded in SageCRM? This problem may occur in different circumstances and would be faced by lot many peoples using SageCRM worldwide. Let me share one such instance I had faced. One day I started my demo machine to setup… Read More: Why my Library View Attachment button is not available after… »
We all know that updating webservice table field in Custom_tables to “Y” opens the entity for access through the webservices, but can you ask CRM administrator to fire query to do this? Absolutely not. There is relatively simpler way to do this from CRM which is as follows. A) Log In to CRM B) Go… Read More: Enable external access for CRM entities from within CRM »
In Sage CRM, for creating the case there is standard workflow or we can create the new workflow as per our requirement also. Not only for cases, workflow can also be defined for other entities like opportunity, lead, etc. In workflow, there is one action as “Send E-mail”. This action is used to send emails… Read More: Sending an e-mail to customer Case is created »
In Sage CRM, is it possible to create same column name in two different tables? Yes, it is possible. Mirroring a Field stands for creating a column with the same name and same signature in two distinct tables. To understand these in a better way assume that not only I want to create a field… Read More: Mirror fields in Sage CRM »
There are different field types provided by SageCRM by standard. One thing we don’t find is Password type. The difference between normal text field and password field is that what is entered into a password field shows up as encoded character on the screen. This is of course, to prevent others from reading the password… Read More: Set field text type to Password on CRM screen at… »
