CRM follows a nice procedure of soft deletion of records for all the tables to maintain the consistency of the data. It also has a confirm delete functionality wherein when any user deletes any entity record he is redirected to new screen with Confirm Delete button. When we design custom entity through wizard, we get… Read More: An alternate approach to Confirm Delete functionality »
Date formats in Sage CRM always seem to be an area of discussion. A Date is made of three elements namely Month, Date and Year and you can have various standard combinations depending on country to have a date format derived out of these three basic elements. While it is easy to interpret a DD/MM/YY… Read More: Date Format with Suffix »
I remember when I train my developers to work on sage CRM customizations they really face hard time to understand creating URL’s on server side, client side as well as passing them to and fro, as in Sage CRM entire screen loading and functionality depends on the keys being passed through URL’s. I remember I… Read More: Getting key value to be added in URL from client… »
Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using… Read More: Including phone numbers from phone table in standard Document Merge »
Ideally speaking this will not be an out of box feature that everybody needs in CRM, however I came across many such requirements these days where people either wanted to use id fields on the screen as unique reference values. Some just wanted to display them on the screen for viewing purpose. Some wanted to… Read More: Using Id fields of entities on screens and lists »
