Communication Save Problem Sometimes when you customize the Communications area in Sage CRM, the communication not gets saved and returns back you on new communication entry screen from the below mentioned scenarios. 1. creating a new task or appointment through mass communications or 2. through document merge functionality? If this is the problem of your… Read More: »
Tag Archives: Uncategorized
Scrollable Custom Grid
Fed up with the navigation problems with the custom grid while designing the solution? Here is some interesting script for you which will make your grid scrollable using a simple DIV tag and some HTML formatting. Using this grid will make you able to navigate through all your records on the single screen. Please take… Read More: Scrollable Custom Grid »
Realtionship Management in Sage CRM v6.2
Want to propagate communications of the parent entity to that of all the child entities for parent/child relationship in Sage CRM version6.2? Check this one.Sage CRM version 6.2 has provided a very strong and effective feature as “Related Entities” functionality. Using this particular functionality we can create parent/child and parent/sibling relationships between the entities on… Read More: Realtionship Management in Sage CRM v6.2 »
You may need to recreate views manually
Just for a thought. If you are getting this error while trying to login the SageCRM and you have already done some preliminary steps to resolve this like Installing Latest Service Pack, Checking the database Connectivity and still you are facing the same problem then please check if the views “vGroupEntities” and “vGroupLookup” exists in… Read More: You may need to recreate views manually »
Debugging custom ASP pages
The following information can be useful for you while working with custom ASP pages. It seems that, whenever your page crashes you see the HTTP 500 error. The problem might be with Included Files in ASP page or there might be some Tags missing. You can uncheck the settings in browser to show friendly HTTP… Read More: Debugging custom ASP pages »
Adding custom field to AR Inquiry grid
SYCUSTNV has got all functions related to Customer information. In order to add fields from ARMAST, you need to refer to SYECRMNV.PRG. Following are the steps: 1. Modify syecrmnv.prg. 2. Find the Method “m_GetARInquiry” and add your custom field name where all the fields are added. (Please note that your custom field should be there… Read More: Adding custom field to AR Inquiry grid »
Hide “New Note” button under the Notes tab of Case if current user is not the assigned user
To hide “New Note” button under the Notes tab of Case if current user is not the assigned user of the case. Please have a look at the script written in below Screen…
Field Value Enter Format – For Example SSN Field
Do you have SSN or PAN number fields on your Person Entry screen? While Filling SSN field its very tedious to put the hyphens in betweeen Numbers at right place. We have a solution. We have written a script and user no need to worry about hyphens. User need to enter the number only and… Read More: Field Value Enter Format – For Example SSN Field »
Order Entry Against Company
This functionality would provide user facility to track and creates orders against particular company. Currently as per the standard Sage CRM functionality, orders and their corresponding line items can be generated from with in Opportunity context. Using this component the generation of orders and their line items would be facilitated from with in company’s context.… Read More: Order Entry Against Company »