Are you looking to provide calendar control in your Customer Self Service Portal so that picking up the dates accordng to the requirement would be a quite simple task??? Well, this is quite doable. Basically, if we use the Sage CRM standard date field in the Self Service portal, we will not be able to… Read More »
You must have tried to customize the Top content area of your standard entities. Sometimes you must have found it to be very difficult to refer to the Top Content area in order to do some customizations on it. Even if everything is right with the script you have written and it also doesn’t return… Read More »
Greytrix had released GUMU for SageCRM – ACT! and GUMU for SageCRM – Goldmine and got a excellent response from the reseller community in terms of functionality and ease of use. They especially liked the option where the user could migrate multiple source (ACT! or Goldmine) into a single instance of SageCRM by using the… Read More »
As we all know that we can filter the selection field based on some criteria by writing the script for the same on client side coding, but have you ever tried filtering the Search Select Advance field based on the value in the selection field???? For example, suppose you have a selection field named “test_selection”,… Read More »
Suppose that you create one custom entity named “Jobs” which is a child entity to the “Company” entity. So it is very much obivious that you will provide the Search Select Advance field on the entry screen of this custom entity to select the Company assigned with that particular record. After selecting the company value… Read More »
As we all know that ASP is one of the very strong and powerful tools for making dynamic and interactive WebPages, CRM utilizes it in building its various inbuilt functionalities as well as we can do the Custom development in CRM using ASP as per the standards provided by Sage CRM. From past few years… Read More »
Are you facing the problem with the territory field like it is not getting populated properly in Sage CRM? If yes, then here is the one more area that you can look into. The problem arises for entities like Cases and Opportunities. In Sage CRM, we can create the mirror imaged fields of Case/Opportunity in… Read More »
Here is an utility which externally logs in to the CRM to do any changes or operations on standard sage CRM databse. This utility is meant to change the assigned user for number of person records at the same time. The basic UI will be something like below. Here we just need to enter CRM… Read More »
Some time ago I came across the question on the Sage Accpac forum where the requirement was to display the currency field to 3 decimal places. Well, as far as the default feature provided by sage CRM is concerned, it is quite a simple task where you can just go to User Preferences and change… Read More »
Suppose you have a User working in Territory1 and since he is working with the organization for long time, he has lots of data of his concern in SageCRM. Now, suppose due to some reason this user gets transferred to another Territory say Territory2. Here what Administrator will do is, he will change his territory… Read More »
