In my earlier post: http://sagecrmaddons.blogspot.com/2008/07/multiple-line-items-entry-on-single.html I had mentioned that we have a tool that can add Multiple Line Items entry on Single Button Click. This tool provides an interface which includes an editable grid. Using this grid user is able to add the record data row-wise by using New Entry button and can save the… Read More »
Has anyone come across a situation where SageCRM has logged out on hitting the Cancel button of a communication screen that also has a custom tab? Recently while doing the customization I encountered the same problem. Let me explain the steps that give me the error. 1. I created a new tab “Test” in communication… Read More »
Recently in a customization I was doing for a client I had to add a list block in a custom page. On clicking on the hyperlink on the list the page redirects to the communication summary page. I noticed a strange thing happen, whenever I am on the standard communication summary screen redirected from this… Read More »
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 »
