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 »
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 »
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 »
We talk a lot about implementer’s and testers. Let’s do something for developers today! Sage CRM works on standard client server architecture where several Request-Response exchanges are happening over the network. Sometimes the Requests and Responses work properly however somewhere in between goes wrong and we start facing http errors. This is one of the… Read More »
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 »
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 »
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 »
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 »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More »
Sage CRM keeps a track of each and every record that is being edited by a user. Due to this behavior, Sage CRM shows the below warning message when editing a custom entity record designed using ASP pages. Sage CRM gives above message when one or more users are editing the same record. Its effect… Read More »
