Sage CRM provides document upload functionality against almost all the entities in CRM. We can use the same to upload Draft and Finalized versions of relevant documents. Recently we came across the requirement where we were supposed to show the upload link as the separate hyperlink column in custom entity list screen. The requirement was… Read More »
We had posted much detailed content earlier for removing buttons from standard screens using client side scripts. This is in continuation with the same. When you are customize any List or Summary screen you can find there are lots of action buttons available on right hand side; for example communication search screen. On this screen you can see Find,Clear… Read More »
This is developer specific technical tip which can be used in CRM customizations. In customizations we usually execute sql statements using CreateQueryObj function. For Eg. SqlQuery = “Select comp_name from company (nolock) where comp_compname=”+sCompId; SqlObj = eWare.CreateQueryObj(SqlQuery); SqlObj.SelectSQL(); Here to retrieve the value of comp_name we can use SqlObj(“comp_name”). The above example is for the… Read More »
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More »
Recently I came across a problem with OnChangeScript in sage CRM version 7.1. Somehow OnChangeScript for search select advanced fields doesn’t like the script to be on multiple lines! i.e. Below written script doesn’t work: id = document.EntryForm.comp_type.value; alert (‘comp_type:’+id); and Below written script works: id = document.EntryForm.proj_companyid.value;alert (companyid :’+id); First script gives the following… Read More »
Cloud or Hosted solutions are the buzzword businesses are looking at for moving their ERP or CRM solutions. But there may be a need to get your data in-house. We often come across this query and same has been discussed many a times on Sage CRM Community. Putting this in our blog for our readers… Read More »
In my earlier post I had explained the different workarounds if the user gets the below error. https://www.greytrix.com/blogs/sagecrm/2010/04/error-exporting-reports-to-excel-in-crm Recently, I faced the same issue while exporting the Sage CRM standard report into Excel. However when I run the report by setting Display Options as Screen/ Print Preview, then the report runs without any error. Looking… Read More »
We know how to add user select fields on the screen and use them for assigning users in various business processes. Sometimes you can observe strange behavior of User select fields on some screens. Sometimes you see them as selection fields and sometimes as a text box with magnifying glass. Well, it’s not a strange… Read More »
Sage CRM has very well implemented Entity structure to address the concerns of many business modules and efficient methods to access them from COM API as well as external utilities. We can design and implement Primary as well as secondary entities on the fly based on the requirement. All these entities are consolidated under single… Read More »
As you might be familiar with the standard import processes, you can upload data using CSV as well as Excel files. Excel stores the data column-wise hence we don’t get data type conflict errors so often. However in CSV the data is stored comma separated and sometimes programs don’t understand the data type of the… Read More »
