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 »
As the world is growing fast and the life is running rapidly, we the human beings need to be always on the wheels to run even faster. Same phenomenon also applies in several businesses nowadays where we want every single thing to be automated in order to avoid the human interference and hence the chance… Read More »
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 »
I had posted a blog some days ago explaining disadvantages of Window’s Onload Event method (“for=window event=onload()”) in Custom content for Person Entry Screen. Here we mentioned that this Onload Event works fine for Person area, but it affects the Lead Section where we use Add or Find Button for linking the lead with person.… Read More »
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 »
Going by the saying, “Practice what you preach”, Greytrix is using SageCRM extensively for the past 6 years. Although we are a GOLD development partner and one would think that our internal SageCRM would be loaded with all kinds of “funky” add-ons and “cool” customizations and add-ons but the fact is that our internal CRM… Read More »
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 »
In standard Sage CRM some of columns are displayed internally through eWare dll, which are not removable. For an example, you will find this on the Communication List, where we cannot remove the “Regarding” column. If you are looking for this then yes it is possible to hide the columns from the list. You just… Read More »
Now we can REschedule the tasks and appointments for any particular user (i.e. to postponed communications for within the range of dates). It will provide a new tab in the “My CRM” context which will provide a screen to accept user name and date (from and to). It will display the list of all the… Read More »
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 »