Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM. There is small but major difference in these two data types “Text with check box Search” : Entries of this type behave the same way as a normal text field except… Read More »
Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM. There is small but major difference in these two data types “Text with check box Search” : Entries of this type behave the same way as a normal text field except… Read More »
We have managed to win over many customers records in the past decade and all the data is safely maintained in our SageCRM. Although my marketing and sales teams strive hard to make sure that the data is accurate there could definitely be instances where the data in not complete. How do we identify such… Read More »
Seems like a bit strange question right? Why would someone change the caption color of the Tab in CRM, given the Themes provided do this job very well and some googling around can get me many suggestions to design the custom themes? One thing we always believe is that the requirement never has bounds and… Read More »
Writing down the Name and Address on front page of the letter or envelop and sending it through mail has become an obsolete method nowadays. Now the world is so fast that there is no point in doing this manual work when the letter itself is being merged and generated automatically through several applications. This… Read More »
In my earlier post, I had explained how to retrieve date format of currently logged in user in SageCRM. http://sagecrmaddons.blogspot.com/2009/02/retrieve-current-logged-in-users-date.html There have been numerous instances where the user needs a custom list page with the filter box and the standard way of doing this by using an existing filter screen. However the hitch here is… Read More »
One of the many wonderful things that I experience after being associated with Sage is the very closely knit and ever ready to assist attitude of the company and the fellow development and reseller friends. As a development partner if at all I need some assistance then in any of the Sage product lines, first… Read More »
Greytrix has released GUMU(TM) for Sage Saleslogix – Sage Pro Integration for Sage Saleslogix version 7.5 and Sage Pro2010. This is a real time bi directional integration between Sage Saleslogix and Sage Pro Integration. Features: Multi-Company Integration – GUMU(TM) for Sage Saleslogix – Sage Pro Integration allows you to integrate multiple Sage Pro companies with… Read More »
The standard SageCRM functionality allows us to integrate with Pro system. But there are certain enhancements which we can add to make it more useful for Sage CRM users. After the very successful Sage CRM – Sage Pro Order Entry add-on (http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-web-oe-for-pro.html ) we have developed more components for showing data from Sage Pro in… Read More »
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox. In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other tabs.… Read More »
