Tag Archives: screen

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. By default on Search Select… 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 »

Changing Link text of URL fields

Sage CRM allows to create different types of fields as per the requirement e.g. Text, Date, Search Select Advance, Selection etc. But sometimes to capture complex requirements we need to twist the appearance of fields on screen. New Stuff: Where to search for Sage CRM Configuration components One such field type is “WWW URL”.   If… Read More »

404 Page not found errors on Web Quote/Order tabs in Sage 300 ERP integration environment

It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »

Consequences of De- Duplication

De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs. Related Post: Change the standard dedupe behavior Well,… Read More »

Secure report output from export

Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More »