Sage CRM – Tips, Tricks and Components
Transition of Sage CRM into its new look and feel in version 7.2 includes major changes in technical aspects. The version is made compatible with wide range of recent versions of browsers. One of the major changes is that iFrames are eliminated in 7.2 version of Sage CRM as most of the latest browsers do… Read More »
Fusion charts component added to SageCRM improves the overall visual experience of reports. We can display fusion charts on dashboards too. There are already methods explained in Developer guide to build the charts using API methods. In this blog I will explain how we can use fusion widget xml to build the chart and display… Read More »
Hello folks! Here we are back with one more interesting trick. Some days ago I came across this question on Sage development partner’s forum. Thought I could modify the suggestion with screens and add it over here. Here is the scenario posted by user. Scenario: I have a customer who wants to call an external… Read More »
Here is the scenario. We were working on the mutual fund applications tracking. As you might be already familiar with, we need to collect all the necessary details of an applicant for filing application in the system. I am taking one of the scenarios out of design we had achieved. There is a First Applicant… Read More »
Yes, you can show data on dashboard using custom ASP pages. Here is how it can be done. Suppose you need to show the Communication data on the dashboard. Navigate to the Blocks tab of communication entity and create a new block of content type using New button. Once created, click it will be listed… Read More »
Most of the times while designing procedures and cursors for customization you may need to use a function which will split your string based on predefined delimiter and return you items set. Below is the function you can create and use in SQL for the same. CREATE FUNCTION dbo.Split(@String nvarchar(4000), @Delimiter char(1)) returns @Results TABLE… Read More »
Sage CRM provides a very essential way of writing an validate script at the Screen level in the Validate Script section to validate different types of fields in Sage CRM. This is a very basic part of development practice. Now, if you are writing validate script in the standard Sage CRM screens, then above method… Read More »
Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are… Read More »
We are very much familiar that Sage CRM provides very strong Themes based design using the eWare.css file. It has lots of pre-built CSS classes which are used by standard controls as well as they can be used by the custom controls we create. I am elaborating one such example in this blog. I came across the… Read More »
We can create List objects for CRM entities and add them to custom pages to load on specific tab. We can link list columns to existing entities or custom pages using Hyperlink to or custom junk functionalities available in List editing feature. However we came across the requirement where hyperlink on person name needed to… Read More »