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: Telemagic Migration to Sage CRM/SageCRM.com »
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: Get the Translation (Caption) Value of a Selection field in… »
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: Lead Import – Assign Leads to Various Users from Various… »
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: Want to Go Back to the Previous Workflow Stage? »
Do you need to display the image for notification in the Sage CRM standard Grid? Yes, it is possible!!!! Solution: We need to write some scripts on the custom content of the grid to display image in the grid. Please refer below screenshot:
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: Do you know this behavior of Search Select Advance field?? »
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: Greytrix Sage CRM/CRM.com – Product Import »
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: Greytrix Sage CRM – Mass Delete »
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: Error on Relationship Tab in Sage CRM »
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: Password Checker in CRM while creating users. »
