In Sage CRM users can create new entities and use them to serve various business processes. You must be aware that one can add the entity easily in the Sage CRM using the Advanced Customization wizard. Recently I developed the one for one of my clients. All went fine until my client requested to add… Read More: Adding Extra information in Top Content »
Sage CRM standard functionality allows us to add multiple types (Text, Selection List, Multi Select, Search Select Advanced etc) of entries in an entity and showing them for at the entity level for informative purpose. What if you have created a field with wrong data type? Has anyone thought how one can change the data… Read More: Change Entry Type of Field in Sage CRM »
In our day to day business touch base e-mails is an essential activity. Also in the banking and wealth management sectors sending welcome emails as well as the account statements is the regular process. Although there is an efficient way of doing this through emails, still many business sectors follow the industry wide standard of… Read More: Letter Generator »
You all might be aware of the problem that occurs while Importing Bulk Data into CRM. What actually happens is that CRM tries to upload the file though the routine but a small value in AspMaxRequestEntityAllowed in the IIS settings or rather the Metabase.XML file cause the import routine to fail mid way and throws… Read More: Setting AspMaxRequestEntityAllowed Value in IIS »
Everyone must be aware that standard Sage CRM system allows us to integrate with the Sage Accpac system. We have developed many routines for showing data from Sage Accpac in Sage CRM. I would like to explain one of the functionality of Sync Dropdowns using a new field lookup in Accpac.Let’s say assume you want… Read More: Dropdown Sync in Sage CRM System »
Sage CRM provides a really a nice and simple interface to delete its objects like screens, lists, blocks, fields etc. In this blog I will try and put forward some steps that you need to follow in case an entity needs to be moved from Primary entity to secondary. In case we need to remove… Read More: Remove Secterr Field from Secondary Entity »
In my earlier post I had explained checkpoints that needs to be checked before using .Net API. http://sagecrmaddons.blogspot.com/2011/04/sage-crm-net-api-check-points.html Today I will be explaining the some of the development tricks that I have observed while writing Sage CRM code in .Net API. 1. Tab focus: After clicking on Continue button and navigating to Summary tab, the… Read More: Sage CRM .Net Tips and Tricks »
In Sage CRM we are very much aware of the “Field, Screen, List, Tab, View” etc functionality using whim we are able to do lot of modification Display required field in Screen or List, Allow sorting in List column, Provide hyperlink on List column. The most innocuous but very important of all the requests that… Read More: Setting Default Values in CRM »
Whenever we create quotes through standard screen, it calls the internal methods to generated Quote reference id based on reference format and updates the new quote record with the same. When we create quote using CreateRecord method in COMP API we don’t get this value automatically set. Below is the function you can use in… Read More: Set Quote reference id when creating quotes from COM API »
In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. But in this functionality we can attach only one document. In case of a scenario where you need attach multiple files to a communication on the… Read More: Attached Multiple Documents in the Communication »
