In my previous post I have discussed the methodology for data archival process in CRM. The part of the process also includes connecting an External Database. Suppose we are archiving communication table. That means we need a table similar to that of communication table to archive data in the similar fashion as that of the… Read More »
This is in continuation with my previous post regarding data archival on this blog site. You can go through the below link to follow the same. http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-archive.html The above post was more about the problem definition and it also summarizes the proposed solution for the same. Here we will discuss how the actual flow or… Read More »
As per the standard sage CRM functionality, we can export reports to excel file. Sometimes we get errors while doing so. One of the most commonly occurring errors is that we are not able to see an Excel radio box option while exporting report. Most probably this occurs when excel is not installed on CRM… Read More »
Use of labels has been greatly identified in terms of mailing due to ease of printing and accuracy of the data. Several business methodologies maintaining relation with clients through mails use the Avery standard labels to be used to quickly consolidate client details and attach the same on any material. Multiple labels can be printed… Read More »
Territories and Territory profiles are the salient features provided by Sage CRM. These functionalities are most important in order to handle the data security worldwide as per the organizational structures. As we all know that Territory profiles are used to handle the access rights. We can create profile, set access rights for the primary entities… Read More »
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be… Read More »
Modern business era requires involvement of lots of calculations with annual financial statements as well as the resources to outcome values over some predefined periods in year. This is where Fiscal year comes into picture and reporting based on fiscal year periods is one of the best ways to understand the business. In this post… Read More »
Are you searching for a relationship at opportunity level here is the solution for you. Under a company there are number of Persons and a CRM user cannot see the other person’s opportunity. Ideally each user has to see a person’s opportunities and corresponding opportunities of the persons who is under him. To achieve this… Read More »
One of the main reason of “out of memory” error in SageCRM is insufficient virtual memory. In this case you need to increase the virtual memory. One trick that can improve the performance of virtual memory (especially when large amounts of virtual memory are needed) is to make the minimum and maximum sizes of the… Read More »
This is in reference to the below article on sage crm development partners blog site. http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/11/19/creating-a-multiple-person-record-entry-screen-using-the-asp-com-api.aspx The above article displays a very good example regarding how to execute the multiple records on a single page, but consider if there are more than 5 records in person table as shown in the example what will happen… Read More »
