Everyone must be aware of SageCRM standard functionality of Key attribute Data which is used for setting dynamic data associated with primary entities. (i.e. Companies, Cases, Leads, Opportunities) These Key Attribute sets are divided into user defined categories and System categories. See screen shot below. Recently I came across a scenario of displaying Key attribute… Read More »
Greytrix has released GUMU™ for Sage Saleslogix – Accpac Integration for Sage Saleslogix version 7.5 and Sage Accpac version 5.6. This is a real time bi directional integration between Sage Saleslogix and Accpac Integration. Features: Multiple Company Integration – GUMU™ for Sage Saleslogix – Accpac Integration allows you to integrate multiple Accpac companies with a… Read More »
What all methods do we need while updating data to the CRM database? We can use CreateRecord, FindRecord or either simple Update query and ExecSql can also update the data in CRM database as per our need. Now the hitch is always when the date field comes into picture. Consider the scenario, you have created… Read More »
“I am going to tweak our SageCRM to allow recurring tasks”, I told my boss. This was soon after our meeting where a task was assigned to me which and needed to be done every week. We knew that SageCRM does not allow recurring tasks like it does for recurring appointments. I took up the… Read More »
This is a term that we normally come across in Accounting and ERP packages and not in CRM. In SageCRM we do have tracking in Case and Opportunity which comes close to auditing but it is not actually auditing. It is more of tracking of the phases that an opportunity or a case goes through… Read More »
Backup task is something that is very much required to be done every day in order to maintain working system over the time and recover through potential system crashes. However scheduling the one is not a great task, but needs accuracy in execution Through my observations of the processes I would not recommend third party… Read More »
We all developers are aware of a method Container.Execute(), We use this standard command to execute the container containing our blocks populated from Metadata. Talking on this subject may not be much wise thing to done as The container execution is the basic development practice. So much has been discussed and blogged on this topic… Read More »
In my previous post I had explained how to add multiple email addresses in the “To” field by checking the checkboxes in custom grid (http://sagecrmaddons.blogspot.com/2010/06/multiple-recipients-in-email.html). This involved a relatively more customizations by creating a tab etc. We have now come up with a component which follows a refined method which will enable you to add… Read More »
Everybody is quite familiar with the Add or Find Person functionality under Lead. Here we get a link under Person details saying Add or Find Person. Clicking this link will open a pop up to fill in the details of the person and new person is created in no time. As soon as we save… Read More »
SageCRM provides the functionality of providing search criteria in reports and if you tend to use a certain criteria regularly then you can even save those criteria. In this way you can save the multiple criteria for a single report. So the next time the report needs to be run, you can just choose the… Read More »
