In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More: Identify the version in Sage CRM Cloud »
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More: Display Company Information in an Opportunity Entity »
In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More: Validate Email Addresses using Sage CRM Client Side API »
In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Lists, Grids, Fields etc. In this blog, we will explain Sage CRM field Caption Methods/Properties controlled by Client Side API. New Stuff: Highlight All Grid Rows in Sage CRM v7.3 Sage CRM Client Side… Read More: Apply Caption Properties using Sage CRM Client Side API »
In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Upon clicking Export to file button highlighted above in screen… Read More: Set Default Type on Export Screens »
Till Sage CRM 7.2, we were not having “Auto Spell Check” functionality available and we have to click on “Spell Check” button and then it shows the spelling mistakes. This approach was very reactive approach and multiple times it happens as human being people forget to click on “Spell Check” and we store data with… Read More: Auto Spell Check Functionality in Sage CRM 7.3 CK Editor »
Its been quite an exciting journey for our team first at Sage South Africa Insights and recently at Sage CRM Bootcamp in Ireland. We now move on to TPAC Ontario, Canada from March 15-18, 2015 and what better place can it be, yes its near the beautiful Niagara Falls. In its 13th Year TPAC has continued to be an important event… Read More: Greytrix at TPAC 2015 Canada – Sage 300 ERP Growing… »
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: Modify Sage CRM Standard Entity Summary Screen to add a… »
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: Eliminate Type field in Company Entry Screen of Sage CRM »
After a wonderful Sage Insights 2015 at South Africa the Greytrix team now visits the Sage CRM Bootcamp starting February 16, 2015 at Ireland. It’s a must attend place where internal Sage CRM staff and Sage Partners like us meet each other and their peers, and share knowledge, experiences and expertise on a global platform.… Read More: Greytrix at Sage CRM Bootcamp 2015 Ireland – Lets grow… »
