Tag Archives: CRM7.0

Add Calendar Gadget in an Interactive Dashboard in Sage CRM

Calendar control displays a calendar through which users can navigate to any day in any year. How about adding Sage CRM Calendar to be added into Interactive Dashboard? In this blog, we will explain how to add Calendar Gadget in an Interactive Dashboard. New Stuff: Integrate your Sage CRM with your Sage 50 (US) accounting Calendar… Read More »

Restrict Web Sites in Sage CRM Dashboard Website Gadget

Every Oraganization has their own rules and regulations or we can say Organization policy which must be followed by their employees. For Example, Lets say according to the Organization rules and regulations or Policy, Organization employee should not be able to access any unwanted website in Sage CRM. Sage CRM Dashboard Gadgets allows to configure… Read More »

Customize Company screen of Sage CRM Mobile App

In previous blog, we had explained how to display additional information on Calendar screen of Sage CRM Mobile App. In this blog, we will discuss how to customize Company screen to add new fields in Sage CRM Mobile App. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App Consider you need… Read More »

Tracking Sales Rep Day to Day Activities in Sage CRM

For successful Business run, it is very important to Generate Leads, Marketing and Branding of your Products, Tracking of day to day to activities of Sales Rep to improve productivity. All above activities can be easily handled within Sage CRM due to its flexibility to fit for almost all Businesses. In this blog, we will… Read More »

How to Change Default Port in IIS Manager

Recently we had posted a blog on downloading Data through Sage CRM Mobile App and its solution is to modify default port of IIS Manager. However some of our Sage Partners approach us to get the steps that need to followed to modify default port of IIS manager. Hence thought to document it for future… Read More »

Modify Sage CRM Standard Entity Summary Screen to add a new Panel

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »

Eliminate Type field in Company Entry Screen of Sage CRM

Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More »

Control Display Format for Person SSA field in Sage CRM

Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More »

Import Bulk options into Selection Field in Sage CRM

It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »

Control Selection Lookup in Sage CRM

You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have feature in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »