Category Archives: Hide

Hide Edit Button on Quote SWT screen

Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »

Hide Opportunity Total panel

There are lot of information available in Sage CRM by default which may be useful for one customer but other customer it would be irrelevant information. For an instance, a company does not want to use Quote and Order functionality as it will be handled outside the system then, the Opportunity Total panel shown on… Read More »

Hide options for specific users from Menu bar

Sage CRM has number of built in functions using which user can make most out of the system. Similarly, using client side API we can help our customers by incorporating their requirement with the help of scripting. New Stuff: Center Align List/Grid Data Recently, for one of our customers we wanted to restrict Menu bar for… Read More »

Tab Control in Sage CRM v7.2

Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff:  Increase the size of Search SQL text Let’s consider an example where the user wants… Read More »

Hide Tracking Note field while progressing workflow

Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon “Rules” and “States”. On click of “Rules “respective progress screens opens up. These screens contain… Read More »