Tag Archives: Sage CRM 7.0

Error while writing scripts on OnChange script section

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: Error while writing scripts on OnChange script section »

Set Quote reference id when creating quotes from COM API

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: Set Quote reference id when creating quotes from COM API »

Attached Multiple Documents in the Communication

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: Attached Multiple Documents in the Communication »

XeWare Document Drop Plug-in

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: XeWare Document Drop Plug-in »

Providing an Hyperlink to a related entity through Communication screen

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: Providing an Hyperlink to a related entity through Communication screen »

Change font color for Textboxes on standard screens

Let’s say I want to change the way text appears in a textbox when the screen loads as well as when I type in the field. Here is the function you can write in Custom Content of the screen to achieve the same. Script //’Function to change text color in function ChangeTextColor(FldName,TextColor) { FldName =… Read More: Change font color for Textboxes on standard screens »

Service CRM for Sage CRM

For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services. Sage CRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales… Read More: Service CRM for Sage CRM »