Tag Archives: Sage CRM.com

Modify Sage CRM Standard Entity Summary Screen to add a new Panel

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »

Eliminate Type field in Company Entry Screen of Sage CRM

Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More »

Alter length of Phone Number Fields in Sage CRM

In our earlier blogs posts, we had explained how to set field length at run time using JavaScript and jQuery. Following are the links for the same. 1) Set field length at run time in Sage CRM 2) Changing max allowable length of Text field using JQuery New Stuff: Using Primary Key Column of an… 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 »

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 »

Set Shortcut Key for your Favorite Button in Sage CRM

Sage CRM is quite flexible to help you manage your customers and business in a better way. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put… Read More »

GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks

GUMU™ Integration for Sage CRM (Desktop / Cloud) – QuickBooks (Desktop) is a web-based Integration making it easy to use and time saving at the same time for both front office (salesperson) and back office (accountant) team. GUMU™ Integration synchronize’ s data with help of scheduler, data is updated bi-directionally, hence Salesperson and accountants are… Read More »