Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. With the release of Sage CRM 2021 R2 new features and enhancements are also made available. One of the enhancements is available in Workflow. Workflow automates business processes using a predefined set of business rules and actions. A workflow… Read More: Sage CRM 2021 R2: Introducing Standard Company Workflow »
When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More: Tracking your custom fields in SageCRM »
Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules,… Read More: Floating pipeline to track Opportunity lifeline on Summary Screen »
I am talking about Cases and CaseProgress Entities. We already know that there are some fields on the case screen for which if the value is changed an entry is made into the tracking note to record this change. I always wondered how do I add some more fields to this tracking note so that… Read More: Adding fields to standard tracking notes »
You must be knowing that you can not delete unused or incorrect tracking entries for case entity as per the standard feature ptovided. Here is the component that we have developed if you want this kind of functionality in CRM. After installing this component you will see the new tab called Case Tracking under the… Read More: Delete unused case tracking entries »
Description: Think about tracking the old data whenever it is changed to new one??? Suppose you want to track this information in single table and display in the tab against any CRM entities. This can be achieved using sql trigger functionality. Solution: For this first you may need to create two magic tables (i.e. inserted… Read More: SQL Trigger to track previous & new values for fields »
Description: Think about tracking the old data whenever it is changed to new one??? Suppose you want to track this information in single table and display in the tab against any CRM entities. This can be achieved using sql trigger functionality. Solution: For this first you may need to create two magic tables (i.e. inserted… Read More: SQL Trigger to track previous & new values for fields »
