Phone and Email Structure Changed in Sage CRM7.1

In the Sage CRM version we found that Sage has done away with the Pers_PhoneCountryCode, Pers_PhoneAreaCode and Pers_PhoneNumber fields for phone and Pers_FaxCountryCode, Pers_FaxAreaCode and Pers_FaxNumber for fax numbers which were part of the person table. Likewise, the pers_emailaddress field has been excluded from the person table. Now this data would be stored in Phone… Read More »

Sorting Country Selection

In Sage CRM the selection lists like country is sorted aphetically. “So how else do you expect it to be” would be the next question, isn’t it. But say, your most or all customers are in US or Canada and every time you create a new customer you have to scroll till you reach US… Read More »

Show External Attendees in a Sage CRM 7.1 List for an Appointment

In my earlier post related to Sage CRM 7.1 – External Attendee, I had highlighted new features provided by of Sage CRM 7.1 i.e. External Attendees. Please refer below link: http://sagecrmaddons.blogspot.com/2011/03/sage-crm-71-add-attendees-for.html As we all know using External Attendees functionality we can maintain and manipulate the multi-person linked appointments very efficiently. But as per my perspective… Read More »

Escalation Rules

This post is a result of an observation made by one of our reseller friends in the partner forums. This was a wonderful post and I thought of sharing it with everybody. The escalations in Sage CRM are a excellent feature but there is some confusion on how they are initiated and fired, do they… Read More »

Block User tab Customization

Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More »

Usage of AJAX in Sage CRM

Everyone must be aware of using AJAX Request and Response functionality. Has anyone thought of implementing AJAX functionality in Sage CRM? Well, the answer is yes, you can use the AJAX functionality from within Sage CRM. Some days ago, I came across a request on the forum stating that fetching the response from Web service… Read More »