Tag Archives: Sage CRM 7.0

Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2

In our earlier blog, we had discussed how reports styles can be changed to get impressive reports in Sage CRM. https://www.greytrix.com/blogs/sagecrm/2014/09/12/get-impressive-reports-by-adjusting-report-styles-in-sage-crm/ New Stuff: Include your Company Logo in Sage CRM Reports Going further, in this blog, we will explain how Report Header, Details and Title etc. can be formatted as per requirement. In Sage CRM, Reports… Read More »

Get impressive reports by adjusting Report Styles in Sage CRM

Sage CRM has a powerful reporting feature that lets you view data in an organized manner. All the Columns in reports are now loaded in an Alphabetical order. Refer our blog post for details, https://www.greytrix.com/blogs/sagecrm/2013/08/17/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2/ New Stuff: Sage CRM and IIS authentication settings In this blog post, we will go through Report Styles provided by… Read More »

Additional Information in Entity Top Content Screens – Sage CRM v7.2

Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens.  These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More »

Apply Desktop Theme for Sage CRM Tablet Version

Sage CRM can be accessed through Mobile Devices like iPhone, iPad and Tablets. User Interface of Sage CRM varies based on the settings applied. The look and feel of Sage CRM on-premise edition is as shown below. New Stuff: Changing Link text of URL fields When Sage CRM is accessed through Tablets, the user interface… Read More »

Limit number of characters in Sage CRM fields

In our earlier post, we have explained how to restrict the length of a Sage CRM text field on screen block using JavaScript and JQuery. New Stuff: Document Management against Lead Entity In this blog post, we will take a look at how to limit the number of characters in Sage CRM fields that are added… Read More »

Change Default Cursor Position for Find Screens

From the Find screens in Sage CRM, the cursor defaults to the Keyword Search field. Refer below screenshot. Recent question asked in one of the forum that if it can be manipulated in Sage CRM so that the cursor lands in a different field as a starting point. New Stuff: Hide Export data option for… Read More »

Hide Export data option for Non admin users

Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More »

Associate Company and Persons to Primary entities in Sage CRM for Mobile

In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More »

Where to search for Sage CRM Configuration components

Few days back there was an very interest question asked on Sage CRM community. I took over a client and they already has Sage CRM installed but has never setup it up or used it. How can I find out database name, etc. that was used when installing Sage CRM? New Stuff: Email Order from Web… Read More »