Does anyone come up with Assigned To security function which is dependent on user’s profile? Let’s assume, if there is Territory structure defined as East, West and Central. By Default, users from East can view the data that belongs to East territory and same is the case for West and Central territory users. Now, suppose… Read More »
GROUPS is a very efficient feature provided by SAGE CRM using which we can collectivelly refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. Now, what if you want this functionality for… Read More »
Well, this is something related to the Basic Screen Level Customizations through ASP pages. You know that you can create a screen using an entrygroup block. After that you can make use of the eWare.GetBlock(“entry”) method to add various text fields, selection fields etc, but have you ever tried adding a Search Select Advance field… Read More »
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 »
