In my previous blog, I had explained how to handle the crashing of pages by passing the parameters in URL. http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html In this blog, I would like to explain how to create the URL at Server side, access them and use them at the client side scripting. Well, this scenario mostly comes when you are… Read More »
Well, before starting off with the post I must say that this is the pure development content most probably in the interests of developers? This is the multipart series in which I will be explaining how to handle the URL’s to avoid navigation and other scripting issues in COM API development work. In this post… Read More »
Few years back most of the organizations maintained their employees, customers, leads, prospects etc details in an excel file for their reference. Then Sage introduced an advance application called Customer Relationship Management (CRM). Sage CRM provided users a platform to maintain their new information in the structured and well formed way. In CRM user can… Read More »
Earlier I had posted a blog: http://sagecrmaddons.blogspot.com/2010/12/date-ing-tips.html In which I had elaborated how to handle the date field in the custom search screen as it is little bit tedious task to do. Now in this section I will be more descriptive on how to make the date field default in the custom filters. Some days… Read More »
As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below: “File E-Mail” button just files an email in… Read More »
Everyone knows that SageCRM provides the user with a feature to merge company and its child records. When you select the dropdown to choose the Source company you get to see the company name. So effectively you have to select the source company by looking at the company name. Now wait a minute. Why would… Read More »
We have managed to win over many customers records in the past decade and all the data is safely maintained in our SageCRM. Although my marketing and sales teams strive hard to make sure that the data is accurate there could definitely be instances where the data in not complete. How do we identify such… Read More »
Seems like a bit strange question right? Why would someone change the caption color of the Tab in CRM, given the Themes provided do this job very well and some googling around can get me many suggestions to design the custom themes? One thing we always believe is that the requirement never has bounds and… Read More »
Writing down the Name and Address on front page of the letter or envelop and sending it through mail has become an obsolete method nowadays. Now the world is so fast that there is no point in doing this manual work when the letter itself is being merged and generated automatically through several applications. This… Read More »
“The Dashboard has experienced a problem. Please contact your system administrator” or “Dashboard for SageCRM is running very slow”. Problem: An error like “The Dashboard has experienced a problem. Please contact your system administrator” encountered as soon as you login to CRM OR dramatic Performance issues with SageCRM Dashboard running very slow. System: Demo Laptop… Read More »
