I remember when I train my developers to work on sage CRM customizations they really face hard time to understand creating URL’s on server side, client side as well as passing them to and fro, as in Sage CRM entire screen loading and functionality depends on the keys being passed through URL’s. I remember I… Read More »
Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More »
Very strange for CRM functionality, but for one of our clients we came across the requirement where the Phone and E-mail panels on Company entry screen were required to be removed. They have a process implemented wherein they enter these details afterwards from within Company tab group. This is quite tricky functionality to be achieved,… Read More »
As we all know we can create a screen in CRM and can easily made available it in the CRM by using adding it to custom pages. Consider you have created a screen in the CRM and have prepared a custom ASP page to display that screen in the CRM. In order to customize the… Read More »