Date formats in Sage CRM always seem to be an area of discussion. A Date is made of three elements namely Month, Date and Year and you can have various standard combinations depending on country to have a date format derived out of these three basic elements. While it is easy to interpret a DD/MM/YY… Read More: Date Format with Suffix »
In the times of “World Wide Web” everyone has heard about “JavaScript” and people like us are fully aware of its power when it comes to writing client side scripts to make your web pages interactive. We being Sage CRM Developers have been doing so many things with JavaScript and here is a tricky functionality… Read More: How to Capitalize Each Word of a string using JavaScript »
Have you ever come across a scenario when logging into the SalesLogix Web you can see only the upper blue strip of the web client? Strange isn’t it? Just have a look at the below image. Initially I thought my VFS is not deployed properly so I deployed the VFS again after rebuilding web platform.… Read More: Sage Saleslogix Web compatibility with IE9 »
Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules,… Read More: Floating pipeline to track Opportunity lifeline on Summary Screen »
Looking at the error I thought I have not set the proper credentials for my web user. So I rechecked the same by logging as Administrator in the LAN client. I had the IIS 7.5 reinstalled so that was I my list of suspects. After some more investigation I understood that 1. I must check… Read More: Your login attempt was not successful. Please try again »
Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client’s profiles through CRM. You must have read on Jeff’s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type.… Read More: Upload photos from new person screen directly »
In Sage CRM, we usually use popup windows to show the information or to make instant data entry. In the custom ASP pages we make use of DOM objects to do so. To show popup window what we do is: We prepares an URL at server side (or at client side) Creates button and set… Read More: Popup Window In Sage CRM Using .Net API »
I remember when I train my developers to work on sage CRM customizations they really face hard time to understand creating URL’s on server side, client side as well as passing them to and fro, as in Sage CRM entire screen loading and functionality depends on the keys being passed through URL’s. I remember I… Read More: Getting key value to be added in URL from client… »
Very often we come across a requirement where we need to import data from an external system into Saleslogix. The quickest way to do this is to map the fields between 2 tables and import the data using SQL import or write a stored procedure or SQL cursor. All these methods would read the records… Read More: Generate Saleslogix Next Record Id via SQL »
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets… Read More: New Case/ Opportunity Action and Workflow Activation in Sage CRM »
