Tag Archives: screen

Change default appearance of Notification Area in Sage CRM 7.2

Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More »

Selecting multiple fields using Client Side API

For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More »

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »

Set Default Value for Date Field through Script

In Sage CRM customizations, scripting has been proved essential for developers to justify trivial requirements with an ease. It provides the flexibility to set validations or values in field at screen level. Though this can be achieved through few configurations in CRM, but it does not allows you to limit the setting up to certain… Read More »

Progress Bar on Sage CRM entity screens

Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More »

Using Primary Key Column of an Entity to Search

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More »

Using LinkedIn widgets on Sage CRM screens

Social media enables us to build stronger relationships with customers. This allows us to gain more information about our customers and their business needs. Sage CRM 7.2 has various social media integration features. LinkedIn is one of the social media which is not completely integrated yet. Though some features are added. Below are some of… Read More »

Increase the size of Search SQL text

Sage CRM allows System Administrators to create different types of fields as per the requirement e.g. Text. Selection, Search selected Advance etc. We can put SQL clauses on SSA fields for restricting the information. However there is the limit on number of characters to be written in Search SQL text. —————————————————————————————————————————– Live Webinar: September 25,… Read More »

Avoid scrolling with Collapse Screen Feature in Sage CRM7.2

Sage CRM client side API methods of Sage CRM 7.2 are very useful to customize Sage CRM screens, layouts etc. In this blog post, we will explain how users can enable Collapsible Panels feature in Sage CRM v7.2. New Stuff: Printing current Sage CRM Screens to PDF Refer our blogs on Sage CRM v7.2 features… Read More »