Tag Archives: View

Identifying Views to Create Reports in Sage CRM

Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years. In every Business organization, Managers or the Team Leaders are very much concerned… Read More »

Restricting Reports data to authorized users

Hi Readers…!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy… Read More »

Codeless Customization: Add Custom Entity New Screen when accessed through iPhone

In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »

Get Size of all Tables in CRM Database

For any database driven application, it is very important that the database must be optimized to the best so as to deliver higher performance. As the data volume in database increases, load on the system also increases which affects the performance on the system which in turn affects the client’s business. For business application like… Read More »

Increasing size of Email Editor in Sage CRM

Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient. New Stuff:… Read More »

How to Visible Standard Field in List

As you know Sage CRM gives ability to add fields against any entity which can be added on screens to make user interface more interactive. However there are fields which are available by default within the CRM as System fields which don’t get displayed in selection list while we adding them to screens. A sample… Read More »