SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »
As we know that in SAGE CRM, we can link a record to Search Select Advance (SSA) field and on double click, it redirects to summary page of that record in pop up screen. But if we want to hide the details of that record from users, then we can disable this functionality using JavaScript… Read More »
In our earlier blog, we have explained how to Control Display Format for Person SSA field in Sage CRM. In this blog, we will explain how to format 2 fields and then display concatenated string within Search Select Advanced (SSA) fields. New Stuff: Mark Business Email field as Optional on Company Entry screen of Mobile… Read More »
Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More »
Most of Sage CRM Modules are flexible enough so that relevant customizations can be configured without doing much of scripting. In this blog I will discuss one such configuration for Search Select Advanced (SSA) field. By default Sage CRM displays 50 records in SSA field drop down and then it displays the message Too Many… Read More »
Search Select Advanced (SSA) field behaves in a specific manner for all the standard entities (Company, Person, Case etc.) in CRM. However it behaves little differently for the custom entities. Let us consider an example of a Company field to understand how this field behaves for standard entities in detail. 1. When user clicks on… Read More »
As we all know that SSA field is one of its own type, very effiecient functionality provided by Sage CRM in order to display various field values for Sage CRM entities, displaying more information alongwith it can mark four stars more on its functionality. For example: SageCRM by default shows the person business number below… Read More »
Consider a scenario when there is a relation between 3 fields like Company, person and opportunity. Now in SageCRM, we need to display the values in that dropdown fields. There can be 2ways to achieve this: 1. By using SSA field of standard CRM functionality.2. By using selection list and fill it run time using… Read More »
For Primary Entities we have a Special field called Search Select Advance where we can find the list of records for that particular entity. Normally it displays Entity Name in that field for example Company Name for Company SSA field, Person Name for Person SSA field, Opportunity Description for Opportunity SSA field.But if you have… Read More »
Well, this is something related to the Basic Screen Level Customizations through ASP pages. You know that you can create a screen using an entrygroup block. After that you can make use of the eWare.GetBlock(“entry”) method to add various text fields, selection fields etc, but have you ever tried adding a Search Select Advance field… Read More »