Suppose that you have a Search select advance field under company entity named tesmulti to select the people and you have two columns in it that are “Phone full number” and “First name”. Now if you want to fire search criteria you will be able to fire the criteria only based on Person first name… Read More »
SageCRM apart from being an excellent web based CRM also offers other features like data upload. This option enables a user to import data from a flat file into company, person and address entities of SageCRM. But one other thing that is most frequently imported in SageCRM is the product import. Since there was no… Read More »
They say “Necessity is the mother of invention”. We, at Greytrix just found out how. This happened when we were in the process of developing GUMU for Sage CRM – ACT! migration. For the benefit for those who have heard this for the first time, the product enables the users to migrate data from ACT!… Read More »
Sage CRM 6.2 has provided an excellent feature of establishing a relationship between the entities called Related entities. On the installation of Sage CRM version 6.2 you may notice an error as you click Relationship tab under any entity. The error message is shown below: However, this error message is nothing to do with an… Read More »
Are looking to keep a check on whether the password for the user entered is weak, normal or strong while creating user? We have a component using which you can find password strength on user entry screen or summary screen.It will notify to the user in that screen from which we can easily check out… Read More »
Are looking to create an auto generated field which will work same as case Reference number? Yes it’s possible, we can create auto generated field for custom entity or any standard entity. What you need to do is: 1. Create your fields as stored procedure type within CRM. 2. Add a new entry into the… Read More »
Suppose you want to do some customizations on the screen for the Follow Up task only and at the same time you don’t want them to be applied for New Task that we create. Here the first question that will come to your mind is how you will identify that it is the new task… Read More »
Greytrix has released GUMU™ for Sage CRM – MAS 90/200 Integration version 3.0. This is a real time bi directional integration between Sage CRM and Sage MAS 90/200. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise we have dropped some unwanted and cumbersome steps… Read More »
Have you ever thought of creating a Lead in sage CRM for every incoming email? Normally, when an Email is filed in CRM, only a communication and a case are created, no lead. To achieve the same in CRM what we can do is that we can modify the default js file which will handle the… Read More »
Have you ever thought of creating a Lead in sage CRM for every incoming email? Normally, when an Email is filed in CRM, a communication and a case are created, but no lead. To achieve the same in CRM what we can do is that we can modify the default js file which will handle… Read More »
