Question: Is it possible to track the values selected in the multiselect field at the client side? Scenario: Let’s consider the scenario as follows. Suppose there are two Multiselect fields named A and B.In field A the options are as a1, a2, a3 and values in the field B are b1, b2, b3. Now suppose… Read More »
Going by the saying, “Practice what you preach”, Greytrix is using SageCRM extensively for the past 6 years. Although we are a GOLD development partner and one would think that our internal SageCRM would be loaded with all kinds of “funky” add-ons and “cool” customizations and add-ons but the fact is that our internal CRM… Read More »
If you find this useful, Please drop us a mail on crm@greytrix.com. Suppose, you want to make use of multiselect field for your requirement. At the same time, you dont want the unnecessary values to appear in the multiselect field while selecting. You must have seen this on Communication screen where we select the users… Read More »
If you find this useful, Please drop us a mail on crm@greytrix.com. As per the standard SageCRM functionality we can change the view field in Drop Down list of Search Select Advance field. It is also possible to change the Value field also which gets displayed once you select any record from List of Search… Read More »
Document Merge is a realy nice feature provided by Sage CRM. You can perform this action against any of the Primary entity in CRM. Think, if you can keep a track on all these document merge activities. Well, here is the tool you must look for named “Document Merge Tracker“. What it does??? It keeps… Read More »
Have you ever tried using communications against your custom entity?? If yes, then the main hedache that you all might have faced is the desruption of the Save and Cancel buttons URL. You might have faced the problems like CRM logs you out after clicking cancel button or either throughs you in any other context… Read More »
Using Groups functionality in CRM you can create, modify and save lists of people, companies, leads, opportunities and cases. Few words regarding Groups: 1. Groups are generated based on views and can be used similar to standard CRM reports. 2. Groups can be created for all the primary entities in CRM. 3. In the Group… Read More »
You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity. Suppose you want to quickly create an opportunity from Lead using the lead details and you want to include this action in workflow. Well,that is quite feasible with some out of box customization that we… Read More »
In standard Sage CRM some of columns are displayed internally through eWare dll, which are not removable. For an example, you will find this on the Communication List, where we cannot remove the “Regarding” column. If you are looking for this then yes it is possible to hide the columns from the list. You just… Read More »
