Everybody is quite familiar with the Add or Find Person functionality under Lead. Here we get a link under Person details saying Add or Find Person. Clicking this link will open a pop up to fill in the details of the person and new person is created in no time. As soon as we save… Read More »
The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow,… Read More »
As you know that in the standard grid we can set the hyper link or the “custom jump” to redirect the user to another page. But the standard functionality does not allow us to have the good old pop up window. With a small script (and years of experience) we could tweak the functionality of… Read More »