“I am going to tweak our SageCRM to allow recurring tasks”, I told my boss. This was soon after our meeting where a task was assigned to me which and needed to be done every week. We knew that SageCRM does not allow recurring tasks like it does for recurring appointments. I took up the… Read More: Recurring Tasks in SageCRM »
This is a term that we normally come across in Accounting and ERP packages and not in CRM. In SageCRM we do have tracking in Case and Opportunity which comes close to auditing but it is not actually auditing. It is more of tracking of the phases that an opportunity or a case goes through… Read More: Pull that Trigger Now and Audit All Data in SageCRM »
Backup task is something that is very much required to be done every day in order to maintain working system over the time and recover through potential system crashes. However scheduling the one is not a great task, but needs accuracy in execution Through my observations of the processes I would not recommend third party… Read More: CRM database daily backup »
We all developers are aware of a method Container.Execute(), We use this standard command to execute the container containing our blocks populated from Metadata. Talking on this subject may not be much wise thing to done as The container execution is the basic development practice. So much has been discussed and blogged on this topic… Read More: Execution of container blocks in COM API »
In my previous post I had explained how to add multiple email addresses in the “To” field by checking the checkboxes in custom grid (http://sagecrmaddons.blogspot.com/2010/06/multiple-recipients-in-email.html). This involved a relatively more customizations by creating a tab etc. We have now come up with a component which follows a refined method which will enable you to add… Read More: Sending Emails to multiple Persons »
Everybody is quite familiar with the Add or Find Person functionality under Lead. Here we get a link under Person details saying Add or Find Person. Clicking this link will open a pop up to fill in the details of the person and new person is created in no time. As soon as we save… Read More: Referring Parent window objects from child windows in JavaScript. »
SageCRM provides the functionality of providing search criteria in reports and if you tend to use a certain criteria regularly then you can even save those criteria. In this way you can save the multiple criteria for a single report. So the next time the report needs to be run, you can just choose the… Read More: Remove Entry from Saved Search dropdown »
Well, this is is just another way you can handle the error messages in CRM custom ASP pages. For one of the customizations i was supposed to write a validation for a field on screen being used in custom ASP pages. I did the same by writing below validate script. If () { ErrorStr =… Read More: Displaying error messages in CRM using COM API »
Last weekend I got a chance to visit a holiday resort by the lake side. It was just heavenly with the silence and peace, to be woken up in the morning by the chirping birds rather than the blackberry alarm, trekking, swimming. Ahhh! Just awesome. The hectic life in the city does make you appreciate… Read More: Open up hidden tables for editing in CRM. »
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: Enabling Secondary Entities for Escalation »
