As we all know about the Case reference ID, it gets generated depends upon the current logged in user and some predefined number range. Currently it gets generated according to the SageCRM standards defined already but what to do if we want to generate a case reference according to the business standards? Suppose for Greytrix… Read More »
All of you know that for SageCRM Customization we use simple JavaScript and most of the time we use JS files for defining our functions and business logic. Anyone can simply Right Click on Page and can see the Source code for your page. Threatened?? Want to hide all the scripts written on your custom… Read More »
Worried about the proper marketing for your policies or product/Services? Just leave it to your Sage CRM system, get the small SMS Add-on from Greytrix and your CRM will manage your marketing activities along with your day to day activities such as sending the reminder to a your client or a Birthday greet to your… Read More »
As we all know that SSA field is one of its own type, very effiecient functionality provided by Sage CRM in order to display various field values for Sage CRM entities, displaying more information alongwith it can mark four stars more on its functionality. For example: SageCRM by default shows the person business number below… Read More »
NEWSLETTER is something that is very often distributed by various Organizations for publication of particular topic of interest. It is becoming one of the very important tasks being followed to meet the various marketing strategies nowadays. Considering this, Sage CRM has also provided this functionality in the Self Service Support Site. When we open the… Read More »
As we already know that Sage CRM’s Web Service API (application programming interface) enables developers to manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup Language). It is possible to access a CRM server or a hosted system from a specified client machine in order to read, create,… Read More »
Sage CRM has provided a very efficient way of dealing with all the documents related with entities through the Library functionality. The functionality is very simple and straight forward for day to day use where in you can upload your documents related to particular entity record from the documents tab against an entity. We can… Read More »
First let me explain something regarding the relationship between Lead, Person and Address. I am talking about Lead Summary Screen. When we click on the Add or Find this Person button which is available below the Lead Contact Details Screen, the screen that appears is the Person Entry Screen. Here in this screen an information… Read More »
Creating a tab in standard contexts and calling custom page on it is one of the very common tasks that we do for large scale customizations. Generally what we do for this is, we create asp page and set context based on against which primary entity we are creating that tab. In the page we… Read More »
SageCRM provides a fabulous tool called workflow with almost all the primary entities. Using workflow we can define the actual business logic with each entity record in SageCRM. Creating a workflow is a bit time consuming task because in a workflow we have to create each and every stage of a business process and at… Read More »
