Tag Archives: Communication

Set Default Status Value for Communications and Cases

Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox. In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other tabs.… Read More »

Multiple Recipients in Email

As per Standard functionality of SageCRM , we can send E-mail to the person by entering his Email Id in “To” field. But can you Show the selected person Email id in “To” field from Custom Grid? Well, the answer is Yes. In this blog I would like to present the easy and simple way… Read More »

One Click Notification to CRM users from System Administrator

With reference to the blog written by Jeff http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; What… Read More »

Threaded Communication View

You must have observed this feature on various blogs and forums sites. The Title of main topic of discussion is on the top and there is the plus sign clicking which we get the tree view of all the previous communications regarding that particular topic. CRM also has the Communications feature built in. We can… Read More »

Handle Cancel and Save URL

Have you ever tried using communications against your custom entity?? If yes, then the main hedache that you all might have faced is the desruption of the Save and Cancel buttons URL. You might have faced the problems like CRM logs you out after clicking cancel button or either throughs you in any other context… Read More »