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 »
You must be knowing that you can not delete unused or incorrect tracking entries for case entity as per the standard feature ptovided. Here is the component that we have developed if you want this kind of functionality in CRM. After installing this component you will see the new tab called Case Tracking under the… Read More »
Is it possible to provide the hyperlink on the Custom Entity SSA field to display the Custom Entity Summary screen??? Scenario: Let’s consider the scenario as follows: Suppose you have a Custom Entity named Jobs which you have set up and working fine. Now consider that there is a Search Select Advance field in the… Read More »
Greytrix has been associated with the SagePro since the SBT days and know the Pro system in and out. Due to the familiarity with the system we know what features exists in the system and what does not. Hence when Sage released SageCRM-Sage Pro integration it did not take long for us to realize that… Read More »
If you find this useful, Please drop us a mail on crm@greytrix.com. Have you ever been imagine displaying a notification related to number of Cases created against a person? Solution: If you are looking: 1. To identify how many cases registered against a person on the Person’s summary tab 2. Or willing to show count… Read More »
Let’s consider the scenario where we have a custom tab and on that tab we have called a simple asp page. There is a button in this page clicking which you want to set focus on the another tab in the tabgroup above. Well, this is quite simmple task. If you will closely observe the… Read More »
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 »
