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Display Image to notify number of Cases/Opportunities/Leads against...
If you find this useful, Please drop us a mail on crm@greytrix.com. Have you ever been imagine displaying a notification related to number of Cases created against a person? Solution: If you are...
View ArticleCase has been logged. How do I know about it?
We are in the service and product development for IT industry for close to 13 years now. Although we are the best in the industry we are not Gods. What I mean to say is that, we too have occasional...
View ArticleCase Ref Id Auto Generated
As we all know about the Case reference ID, it gets generated depends upon the current logged in user and some predefined number range. Currently it gets generated according to the SageCRM standards...
View ArticleGenerating Case Reference Number without User Id
In our previous posthttp://www.blogger.com/post-edit.g?blogID=6264840572654717689&postID=1152421825773155870 we discussed how case reference number gets generated for every case that is created in...
View ArticleData Import Routines
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working...
View ArticleIdentity increment in CRM tables
Primary keys in SQL tables allow us to uniquely identify the rows. These keys also allow us to establish the relationship between tables based on foreign key-primary key concept. Though we can have...
View ArticleSet Default Status Value for Communications and Cases
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox. In CRM 6.2 version,...
View ArticleSage CRM – MAS 90/200 EES Suite Extensions – RMA integration with Case
Apart from GUMU™ for Sage CRM – MAS 90/200 integration, Sage CRM and MAS 90/200 EES is another product which enables the user to have the integration between two system. No, this is not the blog where...
View ArticleNew Case/ Opportunity Action and Workflow Activation in Sage CRM
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and...
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Service CRM for Sage CRM
For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate...
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Migrate Case from Salesforce to Sage CRM
We are continuing our blog series on our CRM migration services. In our previous blog, we discuss about: New Stuff: Migrate Saleforce Task to Sage CRM Communication Here, we are going to see the how...
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Incorporate Case filter screen in Self Service portal
Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has...
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Clone a record using the COM ASP API in Sage CRM
The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API’s has...
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Modify the number of Stages to be displayed in Sage CRM
Sage CRM pipeline is basically a graphical representation of data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage...
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Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case,...
Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories...
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Disable Keyboard Enter Key in Sage CRM Screens
In Sage CRM, when data is entered on Company, Person, Case, or any other custom entity screens, the record gets saved into Sage CRM when the Sage CRM user clicks on the “Enter” key on the Keyboard....
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Incorporate Case filter screen in Self Service portal
Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has...
View ArticleClik here to view.
Clone a record using the COM ASP API in Sage CRM
The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API’s has...
View ArticleClik here to view.
Modify the number of Stages to be displayed in Sage CRM
Sage CRM pipeline is basically a graphical representation of data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage...
View ArticleClik here to view.
Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case,...
Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories...
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