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 »
Here is what I experienced when I used a check box type field on the web client. I had designed a simple screen on which I had placed checkbox controls. When I clicked on Save button I used to get a “truncate error” message. I felt that value entered in one of the fields of… Read More: Checkbox Setting on Saleslogix Web Client »
Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using… Read More: Including phone numbers from phone table in standard Document Merge »
Everyone must be aware of use of “Dialog Action” choice which is provided by the Sage SalesLogix standard Web Client SDK that can be used while opening a new form on Add button. Has anyone come across a scenario where one can able to open new form through Add button but getting error on click… Read More: Dialog Actions in Sage SalesLogix »
Very often you come across an issue something like “Cannot insert duplicate key row in object ‘dbo.Phone’ with unique index ‘IDX_Phon_PhoneId”. The issue clearly indicates that the primary id of record which is being inserted already exists. But how is this possible because the primary id of each record which is being inserted in Sage… Read More: Generate the Next CRM Id – Understanding it the easy… »
Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the… Read More: Progress Externally Imported leads in Customized Workflow »
Our customer means a world to us so how about putting the customers on the world itself. In Sage CRM there are existing add-ons which enable us to pin point a certain customer on the map. The Google powerful mapping features allows you to note the driving directions to his office and use the advance… Read More: Sage CRM with Google Maps »
