As per the standard Sage CRM functionality, Company (any Standard Entity i.e. Person, Communication, Lead, Opportunity, Cases) search screen retains results when user navigate away from the search screen and return to it. Bur this is not applicable for any custom entity search screen. Custom search screen does not display search results when user navigates… Read More »
Consider a scenario when there is a relation between 3 fields like Company, person and opportunity. Now in SageCRM, we need to display the values in that dropdown fields. There can be 2ways to achieve this: 1. By using SSA field of standard CRM functionality.2. By using selection list and fill it run time using… Read More »
We had already posted how this functionality will work from within CRM. Please follow the link below to refer the post. http://sagecrmaddons.blogspot.com/2009/07/threaded-communication-view.html Now it’s also possible to have this functionality in CRM Self Service web site. Self service users that are assigned the rights to access Self service website from CRM can login to the… Read More »
For Primary Entities we have a Special field called Search Select Advance where we can find the list of records for that particular entity. Normally it displays Entity Name in that field for example Company Name for Company SSA field, Person Name for Person SSA field, Opportunity Description for Opportunity SSA field.But if you have… Read More »
Most of the developers might be aware of this but for new guys it may helpful.While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered… Read More »
You must have observed this feature on various blogs and forums sites. The Title of main topic of discussion is on the top and there is the plus sign clicking which we get the tree view of all the previous communications regarding that particular topic. CRM also has the Communications feature built in. We can… Read More »
Worldwide developers face this that they have to write longer and longer Table Level Scripts to make business logic work and a single issue will force them to create multiple Component files again and again to modify the TLS. I wonder if anyone knows there is a way to avoid this nuisance by using simple… Read More »
For example: In CRM if you want to save mobile number, what you will do is, you will create a field for saving value of the mobile number. Now on an entry screen we can add this field in order to enter and save the value. The value will be saved in the mobile number… Read More »
Not sure whether anybody has observed this.. Sometime ago in the territory customization we came across one very strange functionality in CRM version 6.1. This seems to be occurring from patch H onwards. This is moreover related to the developer perspective than that of the User. You know that you can create new Territory in… Read More »
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 »
