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 »
This idea was evolved when Greytrix had released GUMU™ for Sage CRM – ACT! and GUMU™ for SageCRM – Goldmine and GUMU™ for SageCRM – Maximizer. With major CRMs supported by GUMU we thought that there was nothing more we could add to the CRM migration source list. We could not have been more wrong… Read More »
Are you aware that you can achieve the value of the selected option in selection field easily by writing the script like below in custom content? However using this script; you will get the code value, but what if you want the caption value for the same? Well, you can do this by modifying your… Read More »
Do you have a list of Leads which you want to Import in SageCRM and also want to assign them to Various Users from CRM belonging to different Territories? In Standard SageCRM, we can import Leads and assign them to either single Territory or Single Team. Now, using the functionality which we have designed; we… Read More »
Progressed workflow by Mistake? Want to go back to the Previous Stage? Standard SageCRM functionality does not allow us to go back to the previous stage of the workflow once proceeded. We have designed an out of box functionality that will add a new stage in workflow and by clicking on that; user can go… Read More »
