Sage CRM has provided wonderful features to automate tasks like sending mails or notifications etc using Escalation. We can send automated emails through implementing business rules using escalation service in SageCRM. Have you ever been thought about sending automated emails or setting escalation rules for secondary entities in CRM? Recently I had come up with… Read More »
Primary keys in SQL tables allow us to uniquely identify the rows. These keys also allow us to establish the relationship between tables based on foreign key-primary key concept. Though we can have different id field names in CRM tables, the standard primary key feature is well maintained with field names like “_” (e.g. Case_CaseId).… Read More »
The normal SageCRM user interface that we have got used to over the years is that the user clicks on a tab and if the tab lists multiple records then the user are presented with a grid. The user then has to click on one of the records to view the summary or detail information… Read More »
Whenever I install SageCRM there is a screen in the installation wizard which we mostly tend to ignore and move on. I am talking about the terms and conditions screen. The terms and conditions that you see are Sage Terms and Conditions for using the SageCRM product. These terms and conditions are applicable to the… Read More »
Very strange for CRM functionality, but for one of our clients we came across the requirement where the Phone and E-mail panels on Company entry screen were required to be removed. They have a process implemented wherein they enter these details afterwards from within Company tab group. This is quite tricky functionality to be achieved,… Read More »
Uploading the requirement and concepts documents for our prospect companies in CRM is something that we do very often. Sometimes the documents count for some of the companies go above 100 considering the multiple opportunities we discuss with them. Well the hitch in this operation is the Create Communication checkbox on new document screen as… Read More »
When we are using CRM Self Service, the basic methodology that we need to follow is to first initialize the Self Service object and then do the operations with database as per the need. The INIT methods help in initializing the object and then operate on CRM database. This fundamental works on the principal of… Read More »
Just finished reading an article on “Super Wheels” on the internet. The cars pictured on the article look awesome. All through the article there was a shiny pictures of cars and then how fast it could go, the other technical specifications etc. I did not bother to read the cost as it looked to be… Read More »
In day-to-day life maintaining documentation for everything is quite a cumbersome task. Sage CRM has endowed with a nice tool to upload/download an attachment for main entities like Company, Person, Cases, Opportunities, and Communications etc. CRM user can attach issue or new prospect related documentations within CRM, but have you ever thought of making available… Read More »
There is Send email workflow action provided for this under standard workflow. This functionality is quite efficient for email sending if no complicated e-mail design is involved. We were requested the twist in this e-mail sending functionality for one of the custom entities on our client’s Sage CRM system. Though the entity was custom primary… Read More »
