Tag Archives: Sage CRM 7.2

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »

Progress Bar on Sage CRM entity screens

Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More »

Using Primary Key Column of an Entity to Search

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More »

View Fusion Charts on Sage CRM Interactive Dashboards

In our earlier post, we had explained how to display Fusion charts using COM API and .NET API and add drill-down to the Fusion charts. In this blog post, we will be explaining how to add fusion charts to Sage CRM Interactive Dashboards. New Stuff:  Profile Pictures for users on Sage CRM Dot Com Consider… Read More »

360° Customer View on Sage CRM Interactive Dashboards

Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff: Sage CRM builder – Future of Sage CRM Cloud In this blog post, we will see… Read More »

Codeless Customization: Add Custom Entity New Screen when accessed through iPhone

In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »

Tab Control in Sage CRM v7.2

Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff:  Increase the size of Search SQL text Let’s consider an example where the user wants… Read More »

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 »

Trick to remove Main Menu from pop-up windows in Sage CRM v7.2

Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More »