In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field “Source” on New Case Screen which is… Read More: Allowing multi selection search on a single select field »
Most of the times while designing procedures and cursors for customization you may need to use a function which will split your string based on predefined delimiter and return you items set. Below is the function you can create and use in SQL for the same. CREATE FUNCTION dbo.Split(@String nvarchar(4000), @Delimiter char(1)) returns @Results TABLE… Read More: Simple split function in SQL »
In GUMU™ for Sage CRM – Sage 100 (MAS 90/200) ERP Integration, we have provided a “MAS 90/200 Lookup” option, wherein Sage CRM users can directly search and select desired item from Sage 100 (MAS 90/200) ERP for placing orders from within Sage CRM. Video – Working of GUMU SageCRM – Sage MAS 90200 Integration We… Read More: Item Search functionality in GUMU Integration for Sage CRM –… »
One fine day my dad called some Help service in Mumbai to ask them assist for taking a cab to airport. He was quite surprised when as soon the person picked up the phone; he said “Hi Mr. Ramesh, how can I help you?” He was like how did you come to know my name?… Read More: Sage CRM and crm@greytrix.com »
In our previous blog, we discussed about Migrate your Documents to Sage CRM using GUMU now let’s see “How Persons are migrated to Sage CRM” during the GUMU™ Migration process. GUMU™ migrates contacts from Sage ACT!, Goldmine, Maximizer, Salesforce.com, Custom DB’s as persons in Sage CRM for the corresponding company. Primary Contact migration from ACT!… Read More: Migrate Contact Person to Sage CRM using GUMU »
Standard CRM web service allows CRM to communicate with external applications. In client application all we need to do is to accesses the WSDL URL of service and prepare and send the request. The web services then processes the request and sends the response back to the client. These request response samples can be found… Read More: Enabling entities for web service access »
In Sage CRM, I have created an entity as child of company entity through ASP pages. I wanted to assign the security rights to this entity similar to its parent i.e. Company entity. All the buttons, must be applied the predefined security settings for Company entity. Let’s take an example of New button which uses… Read More: Inherit parent entity security settings on child »
In Sage CRM, we can send an Email by using the Send E-mail button available on email screens. There are two buttons available here. One is Send E-mail and another is Send using Outlook. I wanted to remove Send Email button and keep only Send using outlook. Below are the steps I followed for my… Read More: Remove send e-mail button from e-mail screen and use send… »
Sending an email to stakeholder is quite a straight forward task in CRM. We can simply follow below steps to get the work done. 1) Log into Sage CRM. 2) Right click on New button. 3) Select New Email option from list. 4) Select the From Email address. 5) Enter the required Email address details in To and CC field.… Read More: Configuring Static email address in from field while sending e-mail »
New record creation in Sage CRM is quite a straight forward work using the context based screens and the buttons that are available on several screens. The process can be as simple as mentioned below. 1) Log into Sage CRM 2) Right Click on the New button 3) Select Company option from list 4) Enter the Required details. 5) Click… Read More: Making fields Read-only at runtime based on some criteria »
