As you know Sage CRM gives ability to add fields against any entity which can be added on screens to make user interface more interactive. However there are fields which are available by default within the CRM as System fields which don’t get displayed in selection list while we adding them to screens. A sample… Read More »
Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with… Read More »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »
From Sage ACCPAC 6.0 onwards Sage has introduced new way of pushing the orders to SageCRM. The Quote and Order forms are now web based and designed with the help of Sage Web Toolkit (SWT) which runs based on the GWT technology. The question what remains is, how far these screens are customizable? Can we… Read More »
Let’s say I want to change the way text appears in a textbox when the screen loads as well as when I type in the field. Here is the function you can write in Custom Content of the screen to achieve the same. Script //’Function to change text color in function ChangeTextColor(FldName,TextColor) { FldName =… Read More »
Sometimes we came across the scenario of hiding the field on onload of page (View mode) as well as OnChange of page (Edit mode). For this you have to write script. In this blog I would like to represent easy and simple way to do this.Consider a scenario where oppo_sectionalready is a checkbox field of… Read More »
I came across this very interesting question on SAGE Accpac forum. The requirement was not to wrap the caption of the field on screen. We did some research to come across a feasible solution and thought why not share this with all and so here is the post on our blog. Well the scenario is;… Read More »
Upgrading SageCRM to 6.1? Attention: – few nVarchar fields in SageCRM 6.0 are now Changed to nText in SageCRM 6.1 During a development session at our end, we came to know about these changes in SageCRM v6.1. Some of the fields from table Custom Captions were of type “nVarChar” up to version 6.0 of SageCRM.… Read More »
Most of the developers might be aware of this but for new guys it may helpful.While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered… Read More »
For example: In CRM if you want to save mobile number, what you will do is, you will create a field for saving value of the mobile number. Now on an entry screen we can add this field in order to enter and save the value. The value will be saved in the mobile number… Read More »