Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More »
We had posted much detailed content earlier for removing buttons from standard screens using client side scripts. This is in continuation with the same. When you are customize any List or Summary screen you can find there are lots of action buttons available on right hand side; for example communication search screen. On this screen you can see Find,Clear… Read More »
This is developer specific technical tip which can be used in CRM customizations. In customizations we usually execute sql statements using CreateQueryObj function. For Eg. SqlQuery = “Select comp_name from company (nolock) where comp_compname=”+sCompId; SqlObj = eWare.CreateQueryObj(SqlQuery); SqlObj.SelectSQL(); Here to retrieve the value of comp_name we can use SqlObj(“comp_name”). The above example is for the… Read More »
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More »
Recently I came across a problem with OnChangeScript in sage CRM version 7.1. Somehow OnChangeScript for search select advanced fields doesn’t like the script to be on multiple lines! i.e. Below written script doesn’t work: id = document.EntryForm.comp_type.value; alert (‘comp_type:’+id); and Below written script works: id = document.EntryForm.proj_companyid.value;alert (companyid :’+id); First script gives the following… Read More »
Whenever we create quotes through standard screen, it calls the internal methods to generated Quote reference id based on reference format and updates the new quote record with the same. When we create quote using CreateRecord method in COMP API we don’t get this value automatically set. Below is the function you can use in… Read More »
In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. But in this functionality we can attach only one document. In case of a scenario where you need attach multiple files to a communication on the… Read More »
Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This… Read More »
Nowadays various business softwares are relying largely on ActiveX components for using third party tools. After all, it is one reliable of the many ways available for using software components in programming language independent way as an integral part of Component Object Model. Document Drop is one of the functionality in Sage CRM which uses… Read More »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
