Now in SageCRM, if any one wants to make out easily who is the primary person of the company from the company person tab, instead of navigating to company summary screen to view the primary person. To achieve this, we need to add one field in the person entity as we have shown below and… Read More »
You must be familiar with how to hide the fields at runtime from the custom content. Normally what we do for this is, we find the “_capt” i.e. “Caption” and “_Data” i.e. “Data” part for this particular field and using the visibility property set to “Hidden” we can hide them. This particular workaround will not… Read More »
If we make use of the Tab groups in custom pages for the custom entity, sometimes we get unnecessary crashing errors after clicking on tab twice. Using this script you can restrict user not to click tab again, once the page is submitted. You can mould this script for any content according to your requirement.
Have you ever thought of designing a custom splash screen? Here is how you can do it using some simple steps mentioned below. Step 1: For Customizing the welcome screen: If you want to use your own customized screen instead of standard welcome screen then you should rename your screen as “splash.jpg”. To do the… Read More »
Fed up with the navigation problems with the custom grid while designing the solution? Here is some interesting script for you which will make your grid scrollable using a simple DIV tag and some HTML formatting. Using this grid will make you able to navigate through all your records on the single screen. Please take… Read More »
As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »
Want to propagate communications of the parent entity to that of all the child entities for parent/child relationship in Sage CRM version6.2? Check this one.Sage CRM version 6.2 has provided a very strong and effective feature as “Related Entities” functionality. Using this particular functionality we can create parent/child and parent/sibling relationships between the entities on… Read More »
What we do usually to find records in SageCRM? We go to Find Record Screen, fills the values in field and click on Find button. Too much time consuming process.. To reduce the time of clicking find button after filling values in fields, we have written a script. Once installed for any screen e.g. “Company… Read More »
Just for a thought. If you are getting this error while trying to login the SageCRM and you have already done some preliminary steps to resolve this like Installing Latest Service Pack, Checking the database Connectivity and still you are facing the same problem then please check if the views “vGroupEntities” and “vGroupLookup” exists in… Read More »
If you are willing to create or change the exitsing Self Service Instance for SageCRM please have a look at the steps mentioned below. Steps to create a new virtual directory for self service is given below: 1. Go to Control Panel->Administrative Tools->Internet Information Services2. Right click on the Default Web Site and select New… Read More »
