Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server. This post can be considered as an extension to our earlier posts (https://www.greytrix.com/blogs/sagecrm/2009/10/12/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another/) which explains the steps to be followed while moving only the Sage… Read More »
Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Using the above link we were able to enable the workflow for the Secondary… Read More »
Some words that I saw on the advertisement on my way home “Of all the dreams that person dreams in his lifetime, the most desired is the one for owning a house. It is much more than just a real estate purchase or an investment opportunity. Every individual aspires to have a private space that… Read More »
Thanks to all our friends and followers who made this possible once again in 2011. A big congrats to our friends (Sage Development Partners) too for other Sage Product Lines. Read more how Greytrix and GUMU add value to your SageCRM…. Source Sage Summit 2011 Diary…8 Questions with Greytrix Greytrix can be found at booth… Read More »
We have developed custom import routines for various Sage CRM entities where the user can import data from excel/csv files. Following the standard Sage CRM functionality all types of information i.e. successful migration, validations, errors generated during the import are logged in files on the server. Now the users will not have the access to… Read More »
Source Sage Summit 2011 Diary…8 Questions with Greytrix We have asked Sage Summit exhibitors to provide their answers to a set of 8 questions in order to help us all learn a bit more about them.The goal of these questions is to help Summit attendees to identify exhibitors that they might want to visit prior… Read More »
Everyone must be aware of Sage SalesLogix standard functionality of adding different tabs under main entities by adding the forms under smart parts section of that entity. Other properties that need to be set are “Target Workspace” property to TabControl and “Show In Mode” property to Detail. But what if you are setting all these… Read More »
Some days ago i came across the requirement where i needed to display three different sections of the details on the same page. Not that tricky when i design three different pages and put the m in iframes on main page. However Iframe is certainly not a preferable option as it is blocked by many… Read More »
I encountered the below error which reads Retrieving the COM class factory for component with CLSID {39CCFCA0-D8FA-4519-8E57-A05784EA84F3} failed due to the following error: 80040154. The next thing I followed is to navigate to the CLSID in the registry editor under HKEY_CLASSES_ROOT section and searched the corresponding CLSID i.e. {39CCFCA0-D8FA-4519-8E57-A05784EA84F3} which is showing GroupTranslator Object in… Read More »
CRM follows a nice procedure of soft deletion of records for all the tables to maintain the consistency of the data. It also has a confirm delete functionality wherein when any user deletes any entity record he is redirected to new screen with Confirm Delete button. When we design custom entity through wizard, we get… Read More »
