In our earlier post, we explained how to “Re-install the Sage CRM component” files from within Sage CRM. In this blog, we would discuss how “to execute SQL queries using Sage CRM components”. Sage CRM components allow users to add/modify the Sage CRM screens, lists, menus, tabs etc.in a single attempt. Suppose you need to… Read More »
In Sage CRM 7.2, a new folder (js) is added under WWWRoot folder. This folder is used to store all the client side script functions which can be directly accessed in Sage CRM. Suppose you have ClientFunctions.js (JavaScript file); Till Sage CRM v7.1: One have to add the client side code in Custom Content section… Read More »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
Staying organize makes life easy! and Dashboards in Sage CRM help you to stay organized. The interactive dashboards are highly-customizable workspace, which enable users to control what information user need to be effective in his/her job. Also helps user to work with the frequently needed data in an efficient way. There are various inbuilt gadget… Read More »
In our previous blog, we discussed about “Migrate Goldmine notes in Sage CRM using GUMU” now let’s see “how Goldmine contacts are migrated to Sage CRM” using GUMU™. Primary Contact migration from Goldmine to Sage CRM; A contact is a customer, client, prospect, business associate, friend, or anyone that you want to maintain a relationship… Read More »
In our previous blog, we discussed about “Migrate Goldmine opportunities to Sage CRM using GUMU™ Utility” now let’s see “How goldmine notes are migrated to Sage CRM” during the Migration process. GUMU provides option to migrate Goldmine Notes as Notes in Sage CRM. During migration, user has to select the “Notes” option from the GUMU™… Read More »
In our previous blog, we discussed how to add the checkboxes in the list by adding Dummy field in the table. Now, we would be discussing how to enable Select/Deselect all option in the Sage CRM list. Also Read: Set Grid size as per your requirement in Sage CRM Sage CRM .NET SDK allows user to… Read More »
In our earlier blogs, “Flexible Grid Size in Sage CRM”, we explained how to maintain grid size in Sage CRM. Now, suppose you want to hide blank rows from custom screen designed using either ASP or CRM .NET code. Hence in this case, you can make use of PadBottom property of list block. This property… Read More »
Sage CRM SDK allows users to add multiple screens, panels or blocks on a single screen. For example if you refer standard company screen Person Detail, Address, Phone/Email and Contact blocks are added on a single screen. Suppose you want to further divide Person detail block to show (say Bank Account Information) within the same… Read More »
In our earlier post, we mentioned how users can restrict the list of records in Sage CRM. Say, now user wants to view additional Grid, instead of the standard grid list size [5, 10, 15, 20 or 25 rows at a time]. Hence, follow below mentioned steps to achieve the same. 1. Navigate to Administration… Read More »
