Tag Archives: Field

New Feature in GUMU™ for Sage CRM – Sage 100 Integration – Create Quote with Type ‘Back Order’

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our GUMU™ integration, we keep on adding new features which are very helpful for your business process and users. Today in this blog, we will… Read More »

Modify font size of fields added in Entity Top Content screen

Sage CRM Entity Top Content screens are used to give quick overview of an entity without actually having to drill down to field level. One of my colleague asked to if the font size of the fields which are in top content can be increased. Well, the answer is yes. In this blog, we will… Read More »

Apply Styles to Sage CRM Fields

Sage has introduced inbuilt Client Side API from Sage CRM v7.2 onwards. In this blog post, we will explain how styles can be applied to Sage CRM fields by client side API. New Stuff: Restrict Users to create order if Credit Limit is exceeded Let’s consider that you want to apply style for the fields… Read More »

Highlight fields using Client side API in Sage CRM

As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… 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 »

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 »

Selecting multiple fields using Client Side API

For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More »

Set Default Value for Date Field through Script

In Sage CRM customizations, scripting has been proved essential for developers to justify trivial requirements with an ease. It provides the flexibility to set validations or values in field at screen level. Though this can be achieved through few configurations in CRM, but it does not allows you to limit the setting up to certain… Read More »

Increase the size of Search SQL text

Sage CRM allows System Administrators to create different types of fields as per the requirement e.g. Text. Selection, Search selected Advance etc. We can put SQL clauses on SSA fields for restricting the information. However there is the limit on number of characters to be written in Search SQL text. —————————————————————————————————————————– Live Webinar: September 25,… Read More »