Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More »
A Sage CRM entity represents a real-world entity such as a Company, Person or Sales Opportunity. These entities help to store in the information useful in managing the Customer Relationship. Sage CRM structure is designed in such a way that these entities have in-built relationship with other entities that in turn helps with the linked… Read More »
One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,… Read More »
For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records… Read More »
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 »
In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »
Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More »
Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More »
Sage has introduced a Client Side API in Sage CRM v7.2. In this blog post, we will explain a feature which is used to add a Print button on screen. This button is used to print the entity information. New Stuff: Apply Desktop Theme for Sage CRM Tablet Version Let’s consider that you want to… Read More »
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More »