This is regarding functionality for Sales Forecast. In current scenario If I login CRM as Susan Mayes and then goto My CRM -> Forecast, I see My Direct Report Forecasts. But when I click on one of them say Brian Little and then enter Manager Assessment, all the assessments for Commit, Likely and Best Case… Read More: My Direct Manager Assessment makes the quota as ZERO »
Greytrix released a new tool that will import the products from an excel sheet into Sage CRM and Sage CRM.com. Like most of the other integration products, the product import tool uses Sage CRM web-services to import data in Sage CRM. Along with the installation, Greytrix provides the user with the excel spreadsheet template. The… Read More: Sage CRM Product Import »
Here is how you can write a simple “hello world” script using custom page for custom content box on any screen. This example demonstrates how to call a sample .js page from the custom content box and give an alert “Hello World”. Now you can write all your functions in this .js page that you… Read More: How do you call the custom page to write your… »
Communication Save Problem Sometimes when you customize the Communications area in Sage CRM, the communication not gets saved and returns back you on new communication entry screen from the below mentioned scenarios. 1. creating a new task or appointment through mass communications or 2. through document merge functionality? If this is the problem of your… Read More: »
Now in SageCRM, if you want to include your own created CSS rather than standard CSS of CRM. Here is how you can achieve it. Click the image to enlarge it.
Do you want to use the same DateFormat which is selected for Current LoggedIn User? To Retrive the same you can use the below mentioed script. You need to provide the User ID and it will return the DateFormat.
Now in SageCRM, if any one wants to make out easily who is the primary person of the company from the company person tab, instead of navigating to company summary screen to view the primary person. To achieve this, we need to add one field in the person entity as we have shown below and… Read More: Identify Primary person of company »
You must be familiar with how to hide the fields at runtime from the custom content. Normally what we do for this is, we find the “_capt” i.e. “Caption” and “_Data” i.e. “Data” part for this particular field and using the visibility property set to “Hidden” we can hide them. This particular workaround will not… Read More: Hide Checkbox at Runtime »
If we make use of the Tab groups in custom pages for the custom entity, sometimes we get unnecessary crashing errors after clicking on tab twice. Using this script you can restrict user not to click tab again, once the page is submitted. You can mould this script for any content according to your requirement.
Have you ever thought of designing a custom splash screen? Here is how you can do it using some simple steps mentioned below. Step 1: For Customizing the welcome screen: If you want to use your own customized screen instead of standard welcome screen then you should rename your screen as “splash.jpg”. To do the… Read More: Customize Your Welcome Screen and navigate to the same from… »
