Sage CRM – Tips, Tricks and Components - Page 182 of 197 - Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!

Can we set the Company territory field value to the Current logged in user's Territory instead of the default?

We all know that Territory (comp_secterr) field appears as a selection field on the Company Entry screen while creating a new company, but actually this field is not of type Selection. If you will see the field type for this field by firing following query at back-end Select ColP_EntryType From Custom_Edits Where Colp_ColName=‘Comp_SecTerr’ you will… Read More: Can we set the Company territory field value to the… »

Add new fields to Summary report

You must be familier that we can generate the Summary Reports from the summary screens of standard Sage CRM entities. Lets consider for an example Opportunity Summary Report.You can generate this report by clicking Summary Report button provided on Opportunity Summary screen. Now, suppose you want to have one more field inside this report say… Read More: Add new fields to Summary report »

Some guidelines to avoide Time out errors caused by Table Level Scripts

For handeling any of your Post Recod insert activity the very first option that comes to your mind is the Table Level Script. You can make use of PostInsertRecord function in order to handle the Post Insert Record activities. It is quites simple to make use of this standard functionality provided by Sage CRM, but… Read More: Some guidelines to avoide Time out errors caused by Table… »

Global Company Library Customization in Sage CRM

Documents functionality provided by Sage CRM allows you to store all your documents against all the standard entities like Company, Person, Case, Opportunity etc. You know that you can go to the documents tab against particular entity record and attach the new document as per your requirement. Now suppose, that the requirement is to attach… Read More: Global Company Library Customization in Sage CRM »

Multi-user tasks in Sage CRM.

There is the functionality provided by Sage CRM where we can go and create a task for the single user, but what if we need to assign the tasks for the multiple users based on the months and days?? Here is the component which does the same. Installing this component you can see the new… Read More: Multi-user tasks in Sage CRM. »

Export To PDF functionality for Quotes in Sage CRM

You can see the Export To Word button on the Quote Summary Screen. Clicking this button you can select the template for the mail merge and move ahead with merging the Quote Line Items in the word document. Suppose, you dont want the word document being generated here and you want PDF document instead then… Read More: Export To PDF functionality for Quotes in Sage CRM »

Small, but usefull Territory concept….

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: Small, but usefull Territory concept…. »

Feature of Search Select Advance Field ….Do you know this?

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: Feature of Search Select Advance Field ….Do you know this? »

Can you use Calendar Control in your Self Service portal???

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: Can you use Calendar Control in your Self Service portal??? »

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