There are some simple steps to achieve the same in CRM: 1. Create a new territory field (selection type). 2. Add the selection options for this Territory field. 3. For adding the selection options, please put the territory name i.e. Terr_Caption) in the Add Translation field and Territory Id (i.e. Terr_TerritoryID) in the Code field.… Read More »
Consider the scenario where: 1. The system has to alert the user to make sure that all the changes that have been done are saved or not? 2. If user goes for new Company/Person/Case/Opportunity/Custom Entity. And before saving the same, he/she clicked on the area apart from the new/summary screen. Here no record will get… Read More »
We all know that Territory (comp_secterr) field appears as a selection field on the Company Entry screen while creating a new company, but actually this field is not of type Selection. If you will see the field type for this field by firing following query at back-end Select ColP_EntryType From Custom_Edits Where Colp_ColName=‘Comp_SecTerr’ you will… Read More »
You must be familier that we can generate the Summary Reports from the summary screens of standard Sage CRM entities. Lets consider for an example Opportunity Summary Report.You can generate this report by clicking Summary Report button provided on Opportunity Summary screen. Now, suppose you want to have one more field inside this report say… Read More »
For handeling any of your Post Recod insert activity the very first option that comes to your mind is the Table Level Script. You can make use of PostInsertRecord function in order to handle the Post Insert Record activities. It is quites simple to make use of this standard functionality provided by Sage CRM, but… Read More »
Documents functionality provided by Sage CRM allows you to store all your documents against all the standard entities like Company, Person, Case, Opportunity etc. You know that you can go to the documents tab against particular entity record and attach the new document as per your requirement. Now suppose, that the requirement is to attach… Read More »
There is the functionality provided by Sage CRM where we can go and create a task for the single user, but what if we need to assign the tasks for the multiple users based on the months and days?? Here is the component which does the same. Installing this component you can see the new… Read More »
You can see the Export To Word button on the Quote Summary Screen. Clicking this button you can select the template for the mail merge and move ahead with merging the Quote Line Items in the word document. Suppose, you dont want the word document being generated here and you want PDF document instead then… Read More »
Does anyone come up with Assigned To security function which is dependent on user’s profile? Let’s assume, if there is Territory structure defined as East, West and Central. By Default, users from East can view the data that belongs to East territory and same is the case for West and Central territory users. Now, suppose… Read More »
GROUPS is a very efficient feature provided by SAGE CRM using which we can collectivelly refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. Now, what if you want this functionality for… Read More »
