We all know SageCRM has inbuilt CTI Plug-in which can be configured using a Telephony Server and Telephony Network etc… but our situation was that the client had bought SageCRM and they already had separate CTI system in place, they were using C- Zentrix Dialer and since they wanted to have all their systems integrated… Read More: Greytrix SageCRM Integration with C- Zentrix Dialer (CTI) »
Search Select Advanced is one of the nice to have feature of Sage CRM. It enables you to search the records on the fly, also provides you the find screen for detailed searching of an item we are looking for. However it doesn’t seem to work correctly on the self-service portal. I add SSA field… Read More: Change Search Select Advanced field to Selection in Self Service »
Nowadays CRM Self Service has become more popular as it runs on web and provides basic CRM access to end users which ensures better connectivity to improve relations. Though self-service design has improved over the period of last couple of years, we keep on getting out of the box feature requests from customers every day… Read More: Self Service List Design »
We come across this scenario very often where we have to change columns order in Search Select Advance view fields. Consider the below scenario. On New Opportunity page there is Search Select Advanced field named “Campaign\Wave Activity:” It has two columns in its search criteria as “Campaign Name”, “Wave Activity Name” respectively. These two fields… Read More: Changing the order of view fields in Search Select Advanced… »
We have designed data import routines for several standard as well as non standard Sage CRM entities. You can find information on the same by going through below link. https://www.greytrix.com/blogs/sagecrm/2010/04/08/data-import-routines/ We have designed another interesting import module recently. The module is used to import the users from Active directory in Person and related tables of… Read More: Active directory sync for Person entity »
Currently in CRM, we can create Tickets\Cases and assign them to the Users who are going to work on the same there onwards. In later stages of workflow same cases would be Re-Assigned to next level for approval or whatever may be the process followed in an organization. The process of Creating & Reassigning of… Read More: Bulk Reassignment of Cases within the teams »
In most of the organizations, complaint or request management is email based. In this case it is very much necessary to have tracking parameters to search such email communications like Interaction Id’s, Reference Id’s etc. This helps us track the communications logged by customer as well as responses sent for the same in CRM system.… Read More: Managing Email Interaction through CRM »
In the current versions of Sage CRM we come across this error very often. There are several reasons why this error may occur. I had discussed couple of issues in my earlier blog posts on this particular website (Links below). Error exporting reports to excel https://www.greytrix.com/blogs/sagecrm/2010/04/22/error-exporting-reports-to-excel-in-crm/ Desktop Size Limitation https://www.greytrix.com/blogs/sagecrm/2011/12/06/desktop-size-limitation/ Sometimes even if we follow… Read More: Error exporting reports to excel in CRM part 2 »
Sage CRM has made the functional development through DOT NET(.NET) much easier by providing enhanced .Net API development kit with recent versions. Over time, the API has been improved a lot, but what about the backward compatibility? Some people might have started using it from Sage CRM version 6.1 only. Can they reuse their DLL’s… Read More: Backward compatibility for .NET API DLLs from an old version… »
Email action on escalation rules can be used to send emails of escalations, when some criterion becomes true. We always make use of standard case entity fields in the email template to merge the actual values from case table. Now when we put #case_Assigneduserid# in email template or any such user field, it gets automatically… Read More: Put user first name in escalation emails in place of… »
