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: Workflow Tip to set Document Type and Category »
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: Allow Multiple Users to Edit Same Record »
Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More: Control users to create Appointments in Sage CRM »
Sage CRM is having strong security on User Management. If Sage CRM user enters their password or User name incorrectly multiple times; the user gets locked out and below message is shown to the user. New Stuff: Customer Dashboard with LinkedIn search Now the question here is how to unlock user. There are 2 ways… Read More: What if user is locked out in Sage CRM? »
In our previous blog , we discussed about Migration of the ACT! Records to Sage CRM. In this blog, we will discuss about migration of GoldMine records to Sage CRM. In previous blog, we had mentioned about our GUMU™ migration utility. We use same utility for migration of the GoldMine data to Sage CRM. GUMU™… Read More: Migrate data from Goldmine to Sage CRM »
If you enter any url directly on notes, such as https://www.greytrix.com/blogs/sagecrm/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid… Read More: Quick Tip: Hyperlinking inside Your Notes in Sage CRM »
As you all know the impact of images present on web applications over users (i.e. more the images more the “likes”). Lets see today how we can make this more information/fun for to user by adding images under status column on any grid available in Sage CRM. Let’s take an example of a Status field… Read More: Adding Image Under Status Column on Grid »
Although Sage CRM comes with its own spell checker but user needs to click a button all the time to check E-mail content. It is also limited to FCK editor only; and not available for other Sage CRM screens. New Stuff: IIS Tip – Enable 32-bit Applications on 64-bit server Imagine a better Spell Checker… Read More: Implementing Browser based Spell-Checker in Sage CRM »
Sage CRM setup process automatically creates a website and an application pool in an IIS with pre-defined settings. Sage CRM application runs based on these settings. Any incorrect setting on the application pool can cause Sage CRM application to stop functioning. Most of the settings are set properly in IIS; but there may be a… Read More: IIS Tip – Enable 32-bit Applications on 64-bit server »
Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon “Rules” and “States”. On click of “Rules “respective progress screens opens up. These screens contain… Read More: Hide Tracking Note field while progressing workflow »
