In Sage CRM we are very much aware of the “Field, Screen, List, Tab, View” etc functionality using whim we are able to do lot of modification Display required field in Screen or List, Allow sorting in List column, Provide hyperlink on List column. The most innocuous but very important of all the requests that… Read More »
Whenever we create quotes through standard screen, it calls the internal methods to generated Quote reference id based on reference format and updates the new quote record with the same. When we create quote using CreateRecord method in COMP API we don’t get this value automatically set. Below is the function you can use in… Read More »
In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. But in this functionality we can attach only one document. In case of a scenario where you need attach multiple files to a communication on the… Read More »
In Sage CRM we have an option to view the records we have recently visited using Recent button. When we delete a record in the custom entity the instance from the recent list is also deleted. But has anybody come across the below error in CRM when accessing a record from Recent List. This error… Read More »
The standard Sage CRM Time Zone setting for each user is set to (GMT) Greenwich Mean Time. It is a lovely place but unfortunately all of us don’t happen to stay there. So it is imperative that we have to make changes to the user settings to right time zone once Sage CRM is installed.… Read More »
Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This… Read More »
GUMU integration for MAS 90 – Sage CRM now capable enough to handle the payment methods of MAS in Sage CRM. With the new enhancement in GUMU for MAS90 – Sage CRM integration has now replicated the credit card payment functionalities from MAS90/200 through Sage CRM With the user friendly interface to make payments while… Read More »
Nowadays various business softwares are relying largely on ActiveX components for using third party tools. After all, it is one reliable of the many ways available for using software components in programming language independent way as an integral part of Component Object Model. Document Drop is one of the functionality in Sage CRM which uses… Read More »
In my previous post I had brief discussion on importance of prevURL property in the query string and explained how to use it with list asp page. http://sagecrmaddons.blogspot.com/2010/11/importance-of-prevurl-property.html In this blog I will be exploring it in more detail and will give idea of how and where it should be used while dealing with custom… Read More »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
