The existing SageCRM functionality allows you to create a new “recursive” Appointments but not a recursive Tasks. I am not sure why this two way approach was implemented. I am sure there must be a lot of thought process involved in this one. But I can have recursive tasks just the same way I can… Read More »
As you all know dashboard in SageCRM displays all the information in a summarized format about the open opportunities, pending leads etc. We have been providing solutions to customer to show external websites like Google pages, Amazon pages etc from customer tabs inside SageCRM. This is no big deal. But recently we stumbled across something… Read More »
We are in the service and product development for IT industry for close to 13 years now. Although we are the best in the industry we are not Gods. What I mean to say is that, we too have occasional support cases for our SageCRM integration and migration products. From an end users perspective there… Read More »
Consider a scenario where user wants to display records of SSA field by just entering a letter in text area. What we do usually to find records in SageCRM? We click on finder button to display values of SSA field if user can entered any values in SSA field which is little bit time consuming… Read More »
In CRM, URL of a Case’s Summary Screen will look something like given below. “http://localhost/crm62/eware.dll?&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46″>” If you will paste this URL into browser and then hit the Enter Keyword, CRM login screen appears. After entering the User Name and Password, when you click on the Log On button, it will redirect you to Case Summary… Read More »
To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. Then you can check the Self Service Enabled checkbox which is available on the Self Service Details screen and click on save button in order to activate the Self Service for that… Read More »
CRM provides functionality for the Users to log into the screen of their choice. This setting can be changed from the User preference area of CRM. However, the same is still not achieved in Self Service Support Site for the Self Service users. Whenever Self Service users login to the support site they may see… Read More »
Coming quickly on the heels of Pro Web order entry in Sage CRM was Pro multi company integration. Like Pro Web order entry, this too uses the existing Sage CRM and Sage Pro connection. I do not want to sound like Nicolas Cage search on another treasure hunt but this was possibly the missing piece… Read More »
Usually in SQL, date gets saved as ‘2009-07-27 00:00:00.000’ but when we run the query or call date from any application the SQL gives us the date in desired format like ’07/27/2009’. How does it work? SQL has set of formats according to the different languages for example ‘British’, ‘Dutch’, ‘German’, ‘English’ etc. By Default… Read More »
Have you ever tried importing Bulk Data in SageCRM and received Time Out Script error? Despite of SQL settings there is one more area where we need to check if everything is ok or not. Metabase.XML If you have IIS 6 installed with your system; you will get this file at systemroot System32 Inetsrv folder… Read More »
