Directly Log In to Case Summary Screen for a particular case in Self Service

In CRM, URL of a Case’s Summary Screen will look something like given below. “http://localhost/crm62/eware.dll?&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46″>” If you will paste this URL into browser and then hit the Enter Keyword, CRM login screen appears. After entering the User Name and Password, when you click on the Log On button, it will redirect you to Case Summary… Read More: Directly Log In to Case Summary Screen for a particular… »

Enable Self Service for the Person directly from the Person Entry screen

To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. Then you can check the Self Service Enabled checkbox which is available on the Self Service Details screen and click on save button in order to activate the Self Service for that… Read More: Enable Self Service for the Person directly from the Person… »

Change the default page that appears after successful login to Self Service Support Site

CRM provides functionality for the Users to log into the screen of their choice. This setting can be changed from the User preference area of CRM. However, the same is still not achieved in Self Service Support Site for the Self Service users. Whenever Self Service users login to the support site they may see… Read More: Change the default page that appears after successful login to… »

Change Default Language/ Date Format in SQL

Usually in SQL, date gets saved as ‘2009-07-27 00:00:00.000’ but when we run the query or call date from any application the SQL gives us the date in desired format like ’07/27/2009’. How does it work? SQL has set of formats according to the different languages for example ‘British’, ‘Dutch’, ‘German’, ‘English’ etc. By Default… Read More: Change Default Language/ Date Format in SQL »

Upgrading SageCRM to 6.1? Attention: – few nVarchar fields in SageCRM 6.0 are now Changed to nText in SageCRM 6.1

Upgrading SageCRM to 6.1? Attention: – few nVarchar fields in SageCRM 6.0 are now Changed to nText in SageCRM 6.1 During a development session at our end, we came to know about these changes in SageCRM v6.1. Some of the fields from table Custom Captions were of type “nVarChar” up to version 6.0 of SageCRM.… Read More: Upgrading SageCRM to 6.1? Attention: – few nVarchar fields in… »

Custom Search Screen should retain results when user navigate away from the search screen and return to it

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: Custom Search Screen should retain results when user navigate away… »