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: Create Auto generated field for your Custom Entity »
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: Customizing screen for follow up task »
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: GUMU™ for Sage CRM – MAS 90/200 Integration »
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: Creating a Lead in Sage CRM for an Incoming Email »
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: Creating A Lead in Sage CRM for Each Incoming Email »
Let’s say that there is a workflow action button named “samplewkflbtn” on your screen and you want to track the same for attaching your custom URL or some other purpose. You may follow the below given steps to achieve the same. 1. Find the “Table” element by getElementById method. var a=document.getElementsByTagName(“Table”); 2. Loop through all… Read More: How do you find the Workflow Action Buttons from custom… »
As we know that there are a lot of limitations available in Self Service customization and Sage CRM does not support to customize the Self Service smoothly. But if you are looking to create communications or add any notes against the case you have created in CRM Self Service? If yes, then we have designed… Read More: Handle Communications and Notes for a Case in CRM Self… »
Well, that is a very interesting question?? You can find some satisfying answer from System Administrator guide. For the time being you can try this using the already existing themes. Let’s consider for an example we want to modify sage green theme and then use it. Here are some simplified steps designed with the help… Read More: Can you create your own theme in sage CRM version… »
Are you looking for the functionality which will help you to automatically send an email once a case is filed into CRM? Yes, you can implement this in CRM. You just need to write one Table Level Script (TLS) for the case. The TLS will fetch the person attached with currently created case and then… Read More: Send an Email once Case is Created/Closed in the Sage… »
You must have experienced this error populating sometimes when you handle the screen level customizations. Mostly this problem deals with the “View mode” and “Edit Mode” of the screens. Whenever we do some screen level customizations we will always have to take into consideration the view mode and edit mode of the screens. For example… Read More: Object Expected error on Screen level customization »
