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CodePartners Blog
Adding Angular Gauges for Sage CRM Opportunities
by Kristi Feng
Last week, I had a chance to test the
FusionWidgets
for Sage CRM 7.2 to create custom charts.
I wanted to use the angular gauge chart to show the certainty percentage for an opportunity.
I decided to use these values for my angular gauge chart:
0 - 100% as the lower and upper limit of the chart.
Two colors for the chart. 0 - 50% as yellow and 51 - 100% as green.
He...
Read More »
Tagged With:
customization
,
Fusionwidgets
,
custom charts
,
Sage CRM
/ 2482 Views
Sales and Project Management Using Intacct and Sage CRM, Part 1
By Hrayr Galoyan
At CodePartners, we literally handle hundreds of opportunities per year. In three years since I joined, I alone worked on over 750 opportunities, big and small. Some of them converted into projects, and some were lost, but all needed attention and had to be tracked. And I am only one of the team members, analyzing the requirements, designing solutions, sending out proposals, manag...
Read More »
Tagged With:
Intacct
,
Project management
,
Sage CRM
/ 2387 Views
Top Articles for the Week of March 14, 2014
by Kristi Feng
Here are the three most interesting articles I read this week:
1.
8 Enhancements you can find in Sage CRM 2014 R1
Find out the 8 key Sage CRM builder enhancements and how these enhancements make building custom entities and business modules easier.
2.
Applying The Scientific Method to SQL Server Performance Tunin
g
Approach SQL performance tuning from the s...
Read More »
Tagged With:
Sage 300 ERP
,
Sage CRM
,
SQL Server
/ 1276 Views
Sage CRM 7.2 Client Side API
by Kristi Feng
Sage CRM 7.2
provides a set of client-side libraries to help us customize the screen behavior. It is simply the coding for us and it is browser independent.
Here is an example of how to set a Company Status (comp_status) caption and value to red when the value is Inactive. You need to place this code in the Custom Content of the Company Entry Screen.
...
Read More »
Tagged With:
API
,
client side API
,
Sage CRM
/ 2201 Views
Using Groups in Sage CRM
By Hrayr Galoyan
You may have noticed a Groups tab in the My CRM area of Sage CRM.
Groups are collections of records from the CRM database. You can create groups of companies, people, leads, sales opportunities, or any other entity defined in CRM. Each group only can contain reco...
Read More »
Tagged With:
mass update
,
Sage
,
CRM
,
Marketing
,
mass mail
,
Sage CRM
/ 2864 Views
2013 Review and Looking Forward to 2014
As 2013 comes to a close, I have reflected upon the past year, and all of our changes, highlights and company direction. Some of these are probably worth noting to you, to see where the company is heading.
Added
Intacct
developers to our team.
Well, technically, some of our team members attended training to become Intacct Platform Services and API developers. Other members of our team are now In...
Read More »
Tagged With:
integration
,
Sage 300 ERP
,
Sage CRM
,
Intacct
/ 8984 Views
How to Bypass Smart Rule Warnings
by Joe Zhou
Prior to attending Intacct
Advantage 2013, our team wrapped up our
first
Intacct and Sage CRM Integration project
.
This project began out of necessity for the sales team to initialize an opportunity in
Sage CRM
and automatically promote this opportunity to Intacct once the opportunity becomes a project. To create a project in Intacct, the sales team begins the workflow by i...
Read More »
Tagged With:
Sage CRM
,
Intacct
,
Intacct Integration
,
Intacct Platform Services
,
Smart Rule
/ 2145 Views
How to Default the Company Dashboard in Sage CRM
by Kristi Feng
A while ago, a client asked if Sage CRM had a way to default the Company Interactive Dashboard based on Company Type.
There is an asp page that displays the interactive dashboards. It is located under #CRM Installed Path#\#CRM Instance Name#\WWWRoot\InteractiveDashboard\InteractiveDashboard.asp.
It will pass QueryString to the SDataWebservice and if the QueryString contains the lpLa...
Read More »
Tagged With:
Company Interactive Dashboard
,
Customization
,
Sage CRM
/ 2656 Views
Custom Estimate Duplicator for Sage CRM
by Emma Tsai
Recently, one of our Sage business partners asked me to do a customization project for Sage CRM 7.1. Their client wanted a way to copy an entire response for a quote and allow users to enter a new Quote Number to create a new quote.
We worked with the partner to get the requirements and created a simple program that would enable this to happen with a few keystrokes. With this customi...
Read More »
Tagged With:
Estimate duplicate
,
Proposal duplicate
,
Sage CRM
/ 10470 Views
How to Hide Columns from List Block Definition in Sage CRM
by Kristi Feng
Recently a new user to
Sage CRM
asked How to hide columns from the CommunicationToDoList. She tried with "Hidden = true;" in the Create Script, but it has no effect.
It was not specified in the "Developer's Guide," but in the "System Administrator Guide" it stated that we can do "Visible = false;" to hide the column in list control.
For example, we can put the following in the Creat...
Read More »
Tagged With:
Block List
,
Customization
,
Sage CRM
/ 2036 Views
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