Nowadays various business softwares are relying largely on ActiveX components for using third party tools. After all, it is one reliable of the many ways available for using software components in programming language independent way as an integral part of Component Object Model. Document Drop is one of the functionality in Sage CRM which uses… Read More »
In my previous post I had brief discussion on importance of prevURL property in the query string and explained how to use it with list asp page. http://sagecrmaddons.blogspot.com/2010/11/importance-of-prevurl-property.html In this blog I will be exploring it in more detail and will give idea of how and where it should be used while dealing with custom… Read More »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
Sage CRM’s Key Attribute Profiling feature enables you to build a detailed profile of your customers and prospects over the course of the relationship. These attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing… Read More »
Let’s say I want to change the way text appears in a textbox when the screen loads as well as when I type in the field. Here is the function you can write in Custom Content of the screen to achieve the same. Script //’Function to change text color in function ChangeTextColor(FldName,TextColor) { FldName =… Read More »
Workflow in Sage CRM is one of the best functionalities to have not only for a visual description of a Business process but also to set up predefined rules and actions to suit the business process. In a scenario where the client wanted to update a field comp_type in Company based on the Workflow rule… Read More »
Some days ago I came across this question on one of the CRM forums. The requirement was like when I select company and go to People tab, if no primary person has been set for that company then display the message “Primary person has not been set”. I remember I did something similar to this… Read More »
In SQL we use “Triggers” to handle some activity after insert, update and delete operations on some SQL records. Sage CRM provides a similar option within the application in the form of TLS (Table Level Scripts). The predefined events in TLS i.e. Update(), Post Insert(), Delete() and Insert() allows you to have operations on insert,… Read More »
“How is your day going, mate” my colleague poked his head in my cubicle and asked me. It was a perfect day outside, bright and sunny. In India the sunny climate is not as well received it is sunny most of the year. However it was a Friday afternoon and I was getting ready for… Read More »
For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services. Sage CRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales… Read More »
