Edit documents with status “Final”

As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »

Realtionship Management in Sage CRM v6.2

Want to propagate communications of the parent entity to that of all the child entities for parent/child relationship in Sage CRM version6.2? Check this one.Sage CRM version 6.2 has provided a very strong and effective feature as “Related Entities” functionality. Using this particular functionality we can create parent/child and parent/sibling relationships between the entities on… Read More »

Smart Find Screen

What we do usually to find records in SageCRM? We go to Find Record Screen, fills the values in field and click on Find button. Too much time consuming process.. To reduce the time of clicking find button after filling values in fields, we have written a script. Once installed for any screen e.g. “Company… Read More »

You may need to recreate views manually

Just for a thought. If you are getting this error while trying to login the SageCRM and you have already done some preliminary steps to resolve this like Installing Latest Service Pack, Checking the database Connectivity and still you are facing the same problem then please check if the views “vGroupEntities” and “vGroupLookup” exists in… Read More »

IIS and Self-Service

If you are willing to create or change the exitsing Self Service Instance for SageCRM please have a look at the steps mentioned below. Steps to create a new virtual directory for self service is given below: 1. Go to Control Panel->Administrative Tools->Internet Information Services2. Right click on the Default Web Site and select New… Read More »

Grid column header alignment

To change the alignment of the grid column header, you can write client side script using CustomContent of the required List Block of your Entity from “Administration>>Customization>>Entity Name>>Lists tab>>List Block Name”. Changing the Caption Name to use HTML will affect all occurrences of this field name in CRM. Write below mentioned script with Onload event… Read More »

Debugging custom ASP pages

The following information can be useful for you while working with custom ASP pages. It seems that, whenever your page crashes you see the HTTP 500 error. The problem might be with Included Files in ASP page or there might be some Tags missing. You can uncheck the settings in browser to show friendly HTTP… Read More »

Adding custom field to AR Inquiry grid

SYCUSTNV has got all functions related to Customer information. In order to add fields from ARMAST, you need to refer to SYECRMNV.PRG. Following are the steps: 1. Modify syecrmnv.prg. 2. Find the Method “m_GetARInquiry” and add your custom field name where all the fields are added. (Please note that your custom field should be there… Read More »

Changing field length of a text field

Yes, we can easily change the field length of an existing text field. We will have to just make changes in the component file. Here, for example, we have changed the field length of the text type field (i.e. “Test”) from 20 to 30. FamilyType=’Tags’; Family=’ColNames’; Code=’comp_test’; Captions[‘US’]=’Test’; AddCaption(); AddColumn(‘Company’,’comp_test’,’10’,’(30)‘,’true’,’false’); var EditsId11144 = AddCustom_Edits(‘Company’,’comp_test’,’10’,’0′,”,’20’,”,”,”,”,”); AddCustom_Data(‘Custom_Edits’,’ColP’,’ColP_ColPropsId’,’ColP_ColPropsId,ColP_TiedFields,ColP_Restricted,ColP_DataType,ColP_DataSize’,EditsId11144+’,”,”,””,”4″,”30″‘,’1’)… Read More »