Now we can Schedule the tasks and appointments End Date excluding the Weekend and Federal Holidays. Below Mentioned Federal Holidays will be taken care of with this Script. New Years Day: Tues., Jan. 1 Martin Luther King, Jr.: Mon., Jan. 21 Washington’s B’day: Mon., Feb. 18 Memorial Day: Mon., May 26 Independence Day: Fri., July… Read More: Date Calculation considering Federal Holidays. »
Currently, there is no functionality available which allows user to fill one multi select field based upon the another multi select field dynamically. Solution:We have a tool which does the same. Suppose there are two multi select fields named Category (i.e. pers_category) and Sub Category (i.e. pers_subcategory) under the Person Entity. The Selection options for… Read More: Dynamic selection for the Multi Selection fields. »
To hide “New Note” button under the Notes tab of Case if current user is not the assigned user of the case. Please have a look at the script written in below Screen…
Whenever we create person from the company context it takes the default Business email address of the company. Are you willing to change this default email address? This can be easily achieved by putting following code snippet in “Custom Content” field of “Person Entry Screen”.
Would you like to have a track on Current timings in city of the companies you are dealing with? here is the solution for your requirement. This component adds an extra field to the Company top content screen called Current Time.This field will show the current time in city found in address box of corresponding… Read More: Live world clock in Company Top Content »
Do you want to hide the standard fields from Top Content Screen?If you see, Some standard fields from Top Contect Screen of any entity could not be available in TopContent Screen if you are willing to hide them from Top Content Screen. If you are willing to hide such field we have a script which… Read More: HIde Fields from Top Content Screen »
Need easy access to convert notes to communications which belong to a particular company? A user taking quick notes from company contact person and now willing to convert all/Individual notes to communication. Solution: Now it is available in Sage CRM. We have a tool which will add a new Button named “Convert to Communication” below… Read More: Convert Notes to Communications for Particular Company »
Users do not “belong” to either profiles or territories. Profiles and Territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization. Security Profile: A profile is a way of grouping users when defining access rights (View, Update, Insert… Read More: Theme of – SECURITY PROFILES AND TERRITORIES »
Need to send the Recurring notification on the basis of some interval? (Like Birthday Alert)Admin wants to send just the on screen message or an email to the user? Don’t worry; we have a tool which will help you to handle this crucial kind situation.Just Need to set it once in Sage CRM and it… Read More: Recurring Notification to send messages »
Now in Sage CRM it is possible to arrange line item according to user preference which is useful whenever user want to send order. In Line item entry screen there will be option for entering line item Number as shown in the screen shot. After saving record it will display line item in the grid… Read More: Sorting of Line Item grid against Order »
