In Sage CRM, when data is entered on Company, Person, Case, or any other custom entity screens, the record gets saved into Sage CRM when the Sage CRM user clicks on the “Enter” key on the Keyboard. One of our customers approached us and came up with a requirement that, he wants to prevent records… Read More: Disable Keyboard Enter Key in Sage CRM Screens »
Our GUMU™ for Sage CRM – Sage 50 Integration is an external bi-directional utility which can be used to synchronize customer, order data from Sage CRM to Sage 50 and vice versa. This utility can be scheduled further to automate these synchronization processes New Stuff: GUMU™ for Sage CRM – Sage 50 (US Edition) Integration… Read More: Integrate Multiple Company with GUMU™ for Sage CRM – Sage… »
In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More: Codeless Customization: Add Custom Entity New Screen when accessed through… »
Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server. This post can be considered as an extension to our earlier posts (https://www.greytrix.com/blogs/sagecrm/2009/10/12/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another/) which explains the steps to be followed while moving only the Sage… Read More: Moving Sage CRM to new server »
Consider the scenario where: 1. The system has to alert the user to make sure that all the changes that have been done are saved or not? 2. If user goes for new Company/Person/Case/Opportunity/Custom Entity. And before saving the same, he/she clicked on the area apart from the new/summary screen. Here no record will get… Read More: Confirm the Save action on New / Change screen for… »
Whenever we make use of large number of custom pages in our customization it is very usual to see the crashing issues on back and forward buttons. Normally what happens is, whenever we make use of custom pages we need to create our custom URL’s for the same. Due to this sometimes we may face… Read More: Handle back and forward buttons. »
Description: Its too time consuming to Go New Company Record first and then Select its type. Want to segregate find/create new companies options depend upon their Types from Main Menu? Solution: We have developed this, so a user will get individual New/ Find options on Left Panel of Main Menu according to different types of… Read More: Individual Find/New option for different type of companies in Main… »
