Sage CRM Components, Tools and Add-Ons

Remove Secterr Field from Secondary Entity

2011-10-10T23:24:00.000-07:00

Sage CRM provides a really a nice and simple interface to delete its objects like screens, lists, blocks, fields etc. In this blog I will try and put forward some steps that you need to follow in case an entity needs to be moved from Primary entity to secondary. In case we need to remove a field from an entity then here is what we do

1) Go to administration > Customization > Entity > Field
2) Click on the hyperlink
3) Click on the Deleted and Confirm Deleted Button
4) Do the Metadata Refresh; to do the same please navigate to Administration -> System -> Metadata.
5) Select the Refresh All and click on the Execute Refresh button.

But when we are moving an entity from a Primary to secondary it leaves behind the SecTerr fields in the entity. The presence of this field will not have any effect on the data or functionality as the new records in the secondary entity will have null values. But since the SecTerr is not just another field there are some extra steps that you will have to follow if you need to get rid of it.
1) Log on to SQL Server
2) Select SageCRM Database Name
3) Click on the New Query button
4) Use following query to remove field from Table
alter table
drop column

Remove Field from Custom_Edits Table:-

1) Please follow #1,#2 and #3 steps.
2) Use following query to remove field.
Update Custom_Edits set ColP_Deleted=1 where colp_Entity='' and colp_colName='’

3) Do the Metadata Refresh; to do the same please navigate to Administration -> System -> Metadata.
4) Select the Refresh All and click on the Execute Refresh button.
5) Log off from the CRM system.
6) Run the IISRESET command
7) Login to the Sage CRM system

If you find this content useful, please drop us an email at crm@greytrix.com.

Sage CRM .Net Tips and Tricks

2011-10-10T01:35:00.000-07:00

In my earlier post I had explained checkpoints that needs to be checked before using .Net API.
http://sagecrmaddons.blogspot.com/2011/04/sage-crm-net-api-check-points.html

Today I will be explaining the some of the development tricks that I have observed while writing Sage CRM code in .Net API.

1. Tab focus:
After clicking on Continue button and navigating to Summary tab, the Summary tab is not focused or highlighted. Here is how you can do this.
The code on the Continue button is written in .NET API as follows by inheriting the Data Pages.

ContinueMethod = "RevenueCaseListPage";

This I changed to.

ContinueMethod = "RevenueCaseListPage&J=Summary”

Here, &J refers to the tab where you want to navigate after clicking on the continue button. Depending on your code, you need to add other parameters in the above code.

2. Error in Custom List:

While creating custom list page in API, the Navigation and Sorting on each column is not working. As this is a custom list, I compared my code with List pages that are generated using Entity template and I found a workaround for this.

AddContent(HTML.Form());

I have just added the above line in my code where the list object is created and the error goes away.

If you find this content useful, please drop us an email at crm@greytrix.com.

Setting Default Values in CRM

2011-10-03T23:21:00.000-07:00

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 come to me are the ones to set the default value on the screen.

This is very obvious as companies now need to store as much information of the customer as possible which can be further used to provide better services, understand trends, do forecasting etc. This causes the entry screen to be cluttered with a lot of fields and not all are mandatory. This would cause some fields to be left blank due to many reasons like it was not applicable to that specific customer or the user was too busy to notice this etc. In such a scenario, the safest way is to set a default value to the entry fields. Now Sage CRM has a lot of different types of fields and the each field has its own way of setting a default value. I have listed them down for your reference.

These steps are common for all hence I am listing them here
1. Go to Administration > Customization > Entity Name > Screen > Screen Name
2. Click on the hyper link
3. Select from field list

TEXT FIELDS

1. Textbox
a. Set Default Value using create script
i. Enter following value in create script
Default Value =""
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value="Test"
ii. Click on the Update and Save Button

2. Multline-Text
a. Set Default Value using create script
i. Same as 1 a
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value = "Test"
ii. Click on the Update and Save Button

3. Phone Number
a. Set Default Value using create script
i. Enter following value in create script
Default Value ="55555555"
ii. Click on the Update and save button
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value="55555555"
ii. Click on the Update and Save Button

4. Email Address
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "XXX@XXX.com"
ii. Click on the Update and save button
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value = "XXX@XXX.com"
ii. Click on the Update and Save Button

5. WWW URL
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "http://www.google.co.in"
ii. Click on the Update and save button
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value = "http://www.google.co.in"
ii. Click on the Update and Save Button

DROP DOWN LIST FIELD

1. Selection
a. Set Default Value using create script
i. Enter following value in create script
Default Value ="Code from the list"
ii. Click on the Update and save button
b. Set Default Value In Field Level
i. Select Default Value from Drop down list
ii. Click on the Update and Save Button

2. Multi-Selection
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "Code from list"
ii. Click on the Update and Save button

b. Set Default Value in Field Level
i. Select Default Value from Drop Down List
ii. Click on the Update and Save Button

3. Intelligent-Selection
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "Code from List"
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Select Default Value from Drop Down List
ii. Click on the Update and Save Button

4. User-Selection
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "Code from Selection"
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Select Default Value e.g. "No Default, Specific User, Current User" from Drop Down List
c. If you select Specific User option, then one more drop down list will display all active users list. From this users list you need to select any one user name
d. If you select Current User option, then current logon user name will set in drop down list
e. Click on the Update and Save Button

5. Team-Selection
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "Code from List"
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Select Default Value e.g. "No Default, Specific Team, Current User Default Team" from Drop down List
c. If you select Specific Team option, then one more drop down list will display all active team lists. From this team list you need to select any one team name.
d. If you select Current User default team option, then current logon user team name will set in drop down list.
e. Click on the Update and Save Button

DROP DOWN LIST FIELD

1. Integer
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "0.00"
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value= "0.00"
ii. Click on the Update and Save Button

2. Numeric
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "0.00"
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Enter value in Following Field
Default Value = "0.00"
ii. Click on the Update and Save Button

Date Time Field
1. Date Only
a. Set Default Value in Field Level
i. Select Default Value e.g. "No Default, Current Date & Time, Current Date plus Delta Mins" from Drop down List
ii. If you select Current Date & Time option, then current date time will set into the field
iii. If you select Current Date plus Delta Mins option, then one new text box will display on the Screen to display the mins.
iv. Click on the Update and Save Button
2. Date Time
a. Set Default Value in Field Level
i. Click on the hyperlink
Select Default Value e.g. "No Default, Current Date & Time, Current Date plus Delta Mins" from Drop down List.
ii. If you select Current Date & Time option, then current date time will set into the field.
iii. If you select Current Date plus Delta Mins option, then one new text box will display on the Screen to display the mins.
iv. Click on the Update and Save Button
3. Minutes
a. Set Default Value using create script
i. Click on the hyper link
ii. Enter following value in create script
Default Value = "30"
iii. Click on the Update and Save button
b. Set Default Value in Field Level
i. Click on the hyperlink
ii. Enter value in Following Field
Default Value = "30"
iii. Click on the Update and Save Button

CHECK BOX FIELD

6. Check Box
a. Set Default Value using create script
i. Enter following value in create script
Default Value = "Y"
ii. Click on the Update and Save button
b. Set Default Value in Field Level
i. By default check box is unchecked. If you want to checkbox should be check then you need “Check” the checkbox.
ii. Click on the Update and Save Button

If you find this content useful, please drop us an email at crm@greytrix.com.

Set Quote reference id when creating quotes from COM API

2011-09-27T23:17:00.000-07:00

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 your COM API methods to get the reference number for any quote generated using CreateRecord method. You just have to pass QuoteId for newly created quote as input.

Script
//'Function to get quote reference number
function GetQuoteReference(QuoteId)
{
  //'Get quote reference format
  var QuoteRefFormat = "";
  var qryQuoteRefFormat = " select cast(parm_value as varchar(25)) as QuoteRefFormat from custom_sysparams where parm_name='QuoteFormat'"
  RecQuoteRefFormat = eWare.CreateQueryObj(qryQuoteRefFormat);
  RecQuoteRefFormat.SelectSQL();
  if(!RecQuoteRefFormat.eof)
  {
    QuoteRefFormat = new String(RecQuoteRefFormat("QuoteRefFormat"));
    if(QuoteRefFormat=="null" QuoteRefFormat=="undefined")QuoteRefFormat="";
  }

  //'Get related opportunity and quote data
  var qryQuotes = " select * from vQuotes (nolock) where Quot_OrderQuoteId='"+QuoteId+"'";
  var RecQuotes = eWare.CreateQueryObj(qryQuotes);
  RecQuotes.SelectSQL();

  //'Count of quotes for thsi opportunity
  var qryOtherQuotes = " select count(*) as LastQuote from vQuotes (nolock) where quot_OpportunityID = '"+new String(RecQuotes("oppo_opportunityid"))+"' and COALESCE(quot_IsQuote, 0) <> 0"
  var RecOtherQuotes = eWare.CreateQueryObj(qryOtherQuotes);
  RecOtherQuotes.SelectSQL();
  var Count = "0"
  if(!RecOtherQuotes.eof)
  {
    Count = new String(RecOtherQuotes("LastQuote"))
    if(Count=="null" Count=="undefined")Count="0";
  }

  //'Get the current user recordset
  var UserId = new String(eWare.GetContextInfo("User","user_userid"));
  if(UserId=="null" UserId=="undefined")UserId="0";
  var qryUser = " select * from users (nolock) left join channel (nolock)";
  qryUser += " on user_primarychannelid = chan_channelid";
  qryUser += " where User_Deleted is null";
  qryUser += " and User_UserId = '"+UserId+"'";
  var RecUser = eWare.CreateQueryObj(qryUser);
  RecUser.SelectSQL();

  //'Get the date parameters
  var qryCurrDate = " select datepart(dd,getdate()) as Day,datepart(mm,getdate()) as month,substring(cast(datepart(yy,getdate()) as varchar(5)),3,5) as year";
  var RecCurrDate = eWare.CreateQueryObj(qryCurrDate);
  RecCurrDate.SelectSQL();

  //'Get quote reference number
  var QuoteReference = "";
  QuoteReference = QuoteRefFormat;
  regExpression = new RegExp("#C","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecUser("user_primarychannelid")));
  regExpression = new RegExp("#H","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecUser("chan_description")));
  regExpression = new RegExp("#L","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecUser("user_logon")));
  regExpression = new RegExp("#U","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(UserId));
  regExpression = new RegExp("#O","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecQuotes("oppo_opportunityid")));
  regExpression = new RegExp("#I","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(QuoteId));
  regExpression = new RegExp("#N","gi");

  //We add count here considering the quote is just now created
  QuoteReference = QuoteReference.replace(regExpression,new String(Count));
  regExpression = new RegExp("#D","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecCurrDate("day")));
  regExpression = new RegExp("#M","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecCurrDate("month")));
  regExpression = new RegExp("#Y","gi");
  QuoteReference = QuoteReference.replace(regExpression,new String(RecCurrDate("year")));
  return QuoteReference;
}

Happy scripting!! :)

If you find this content useful, please drop us an email at crm@greytrix.com.

Attached Multiple Documents in the Communication

2011-09-23T03:31:00.000-07:00

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 new screen that is initiate via say, a workflow then the document drop would not be an ideal scenario. Also the user will have to spend more time in attaching multiple attachments to the document by visiting the document tab after the communication has been saved.

As a workaround we thought of providing the document attachment in the communication entry screen itself. Here is how it would look on those communications that are created via the workflow.

The user will just have to browse and upload the documents and the same would be attached to the communication.

Following the standard Sage CRM functinality, the attachment would be available under Document Tabs for the company and person. If the communciation has been crated under opportunity or case then these documents would be viewed under those tabs as well.

If you find this content useful, please drop us an email at crm@greytrix.com.

Delete Recent List item in CRM

2011-09-21T03:39:00.000-07:00

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 can occur when the custom entity’s record is deleted but still is seen in the Recent List. Ever wondered where the data displaying in the recent list is saved? It’s saved in the user_recentlist field in the user table. One way to get rid of the error is by clicking the Clear hyperlink in the Recent list else we can avoid it by updating the user recent list when a delete is performed. The instance of the record needs to be removed from the user_recentlist field. In your custom pages, if you have provided the option to delete the records then make sure that you delete the record entry in the user_recentlist as well.

If you find this content useful, please drop us an email at crm@greytrix.com.

It's Time for change. Without errors, of course

2011-09-08T02:00:00.000-07:00

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. You might ask, “Duh, What is the big deal in setting the time zone? After all it is just another dropdown value”. Very true, we tend to come across issues when we try and save this innocuous piece of data, especially in Windows 2008 Server and Windows 7 OS.

If you get an error like this, you can try the following two ways:

• Using Translation: Firstly check that the expected time zone is available at your server or not. If exist with the different name (than CRM) then you will have to change the corresponding translation in the CRM. You can find the translation entry in CRM as:
Caption Family ='TimezoneDelta'
Caption Code= +08:00
Please note that by using translation we can solve the problem for other languages but not Chinese.

• Change the Time zone setting: You can change the user’s time zone setting directly in the database. You can do this by setting the 'NSet_TimezoneDelta' value to the capt_code value (of the time zone you want to change to) in the UserSettings table in the CRM database.
For example, if you want to change the admin user's timezone, just go to the UserSettings table, do a query as 'select * from Usersettings where uset_userid=1 and uset_key='NSet_TimezoneDelta''. Change the value in the USet_Value cell to '+08:00'.After that refresh metadata and reset the IIS.

If you find this content useful, please drop us an email at crm@greytrix.com.

Set different values for follow up task

2011-09-01T23:56:00.000-07:00

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 blog considers changing the Action of follow up task.

Basically whenever we create new task the page URL will be something like below.

http://localhost/crm61/eware.dll/Do?SID=188485680731732&Act=361&Mode=1&CLk=T&T=newactivity&Key0=4&Key4=1

Now if we create follow up task for this task then the URL will be something like below.

http://localhost/crm61/eware.dll/Do?SID=188485680731732&Act=361&Mode=3&CLk=&Key0=4&Key4=1

In both of the above cases the action value will be the same, but by observation you can find that in first URL you will see “T=newactivity” and this is probably the area of our concern. This is where we get the distinguishing factor to write our scripts on custom content. The script is as follows.

Script
< script for=window event=onload >
lc_url = document.location.href;
lc_url = new String(lc_url)

var flg_act="";
var flg_newact="";

//'Check whether action is 361 and it is not a new activity
if(lc_url.search("Act=361") > 0)
{
flg_act = 'Y';
}

if(lc_url.search("T=newactivity") > 0)
{
flg_newact='Y'
}
else
{
flg_newact='N'
}

if(flg_act=='Y' && flg_newact=='N')
{
if(document.EntryForm)
{
document.EntryForm.comm_action.value='Meeting';
}
}

< /script >

Happy Scripting!!

Integrating the Sage Payment Gateway from Sage CRM

2011-08-31T04:39:00.000-07:00

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 creating a sales order in Sage CRM you can now select the payment type which is populated at run time from MAS. While promoting order it transfers all payment details along with other details to MAS90/200 so you are left with no manipulations in MAS to process the order. Below screenshot shows the real time sync from MAS into Sage CRM.

Key features:
• GUMU integration allows payment through credit card from Sage CRM and the Credit card details is authorized using Sage Payment gateway.
• It is secured way of payment as, all the Credit card information is loaded in Sage CRM from the MAS 90/200 on the real time basis while the creating Sales order from Sage CRM
• Credit card number is encrypted and shows only last 4 digits for the security purposes

Once a credit card is selected in CRM GUMU provide you with a button called “Authorize” button which when clicked will authorize the credit card information using the Sage payment gateway. After the credit card is authorized and the Authorization number is received we will populate a CRM field with that Authorization number. While promoting the Order into CRM all the information will be pushed into the MAS 90 system.

Although this is done with MAS 90/200 system we can replicate this behaviour with any other accounting or ERP package or even a standard installation of Sage CRM.

If you find this content useful, please drop us an email at crm@greytrix.com.

XeWare Document Drop Plug-in

2011-08-26T06:53:00.000-07:00

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 the ActiveX plug-in. However modern day browsers are very specific to the security settings on users systems and ActiveX is considered as a main pain point for them hence comes disabled by default. Whenever we open CRM, login for first time and go to Calendar tab, we see the Document drop button marked as Red cross sign and you get the prompt as given below as the XeWare Document Drop Plug-in is not yet installed.

Here you can click on More Options button to choose from the options to Always install, Ask or Never ask and then click on Install button. If you select always install this prompt will not be displayed on that machines browser again as it will always install the plug-in automatically. If it is set to Never ask and say Don’t install, it won’t prompt again even though it is not enabled. So make sure to select Always install option. If you do not see this prompt and still the red cross sign in place of document drop plug-in, you can try below active settings in your browser.

1. Go to Tools à Internet Options.
2. Select Security Tab.
3. Click on Custom Level button.
4. Move to ActiveX Controls and Plug-ins section.
5. Set
a. Allow Prompting for ActiveX controls à Enable
b. Download Signed ActiveX Controls à Enable
6. Close all browser windows and restart browser. Then open CRM and go to calendar tab to see whether the prompt occurs. On the prompt click the down arrow button and select the option Always install to not to face this error in future.

Sometimes even though the plug-in is installed, you keep on getting the Access violation errors on accessing Calendar tab. You can refer below post on Sage CRM Partner community to resolve the same.
http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/08/18/coping-with-a-dax-error-uninstalling-and-reinstalling-the-xeware-document-drop-plugin.aspx

If you find this content useful, please drop us an email at crm@greytrix.com.

Importance of prevURL Property Part-2

2011-08-24T01:13:00.000-07:00

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 ASP pages.

In CRM user always jumps from standard screens to custom asp pages/ .net dll pages and vice versa. When we redirect from custom ASP page to any standard screen and try to use standard Save or Cancel button we gets redirected to the corresponding standard screen (list/screen) as per the standard instead of our custom asp page. We can handle this scenario by using prevURL attribute and its query string variables.

Recently I had a look at the Sage CRM forum and there were queries were

1. There is a custom entity say Jobs with summary page designed in custom asp page.
2. The Jobs summary has a button say “Show Document” which shows the relevant standard library summary screen.
3. Now redirecting from Job summary to library summary part was working fine. But whenever user clicks on the Save/ Cancel button it gets to the standard library list (which is CRM standard behavior). It should be redirected to the Job summary.

To handle this situation you need to play with previous URL and its “J” and “F” parameters. The HREF property of button which forwards user to library screen should be configured properly. It should contain the prevURL variable in it consisting of J (jump) and F (from) parameters.

The code which can control the above functionality is something like below:

lcPreURL=eWare.URL("Jobs/JobsSummary.asp")
lcPreURL=lcPreURL.split("&");
lcPreURL=lcPreURL[0]+"%26Key0=58%26Key37="+UseId+"%26Key50=648%26Key58="+UseId+"%26J=Jobs/JobsSummary.asp%26jobs_JobsID="+UseId+"%26T=Jobs"

var strURL = new String(eWare.URL(341));
strURL=strURL.split("&");
strURL=strURL[0]+"&Act=341&Mode=1&CLk=T"
+"&Key0=58"
+"&Key5=" + eWare.GetContextInfo("user","user_primarychannelid")
+"&Key15="+ library.libr_libraryId +"&Libr_LibraryId="+ library.libr_libraryId
+"&Key37=" + UseId
+"&Key58=" + UseId + "&jobs_JobsID="+UseId
+"&Key-1=58"
+"&PrevCustomURL="+lcPreURL

//' Add Button
Container.AddButton(CRM.Button("Show Document","edit.gif",strURL, "Jobs", "EDIT"));

I checked this code with pages that are created using CRM entity wizard component. Here UseId is nothing but your custom entity id where as ‘library’ refers to the library record. Action 341 specifies the standard Library summary screen.

I came across many queries where the users tend to have issues in navigating from custom screen to another. So I thought I will put down a small snippet of what you need to take care when you handle the navigation. I used the technical expertise of my team to write this topic so there are a lot of technical “gongs” and “tongs” in this blog so the technical guys may find themselves in a familiar territory. But if you tend to get lost in the later part of blog, just don’t worry. Turn around and you will see me looking just as lost as you :).

If you find this content useful, please drop us an email at crm@greytrix.com.

Providing an Hyperlink to a related entity through Communication screen

2011-08-19T22:49:00.001-07:00

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 record against which that communication is created.

Below is the same thing we have implemented for communications against Quote. On the communication screen we have provided hyperlink to navigate to corresponding quote.

Below is how you can achieve the same.

Script
sQuoteId = eWare.GetContextInfo("communication","comm_quoteid");
if(sQuoteId == "null" || sQuoteId == "undefined" || sQuoteId == "")sQuoteId = "0";
if(sQuoteId != "0")
{
sQuoteQry = " Select * from Quotes (nolock) where quot_orderQuoteId = '"+sQuoteId+"' and quot_deleted is null ";
ObjQuote = eWare.CreateQueryObj(sQuoteQry);
ObjQuote.SelectSQL();
if(!ObjQuote.eof)
{
sQuoteRef = new String(ObjQuote("quot_reference"));
}
}

The action required to redirect to standard Quote screen is 1469. Hence the URL is created and its maintained in a hidden field.

sQuoteUrl = eWare.URL("1469");

On onload we have added the hyperlink to the caption of a field. Refer this code that is added in custom content of the screen.

//Custom Content

Script
function DispQuote()
{
var sUrl = "";
var sQuote = "";
var CommNoteHTML= "";
//'Get Quote Url
if(document.EntryForm.QuoteUrl)
{
sUrl = document.EntryForm.QuoteUrl.value;
}
//'Get Quote Reference number
if(document.EntryForm.sQuoteId)
{
sQuote = document.EntryForm.sQuoteId.value;
}
CommNoteHTML = document.getElementById("_captcomm_note").innerHTML;
//'Append the href in a caption
if(document.getElementById("_captcomm_note"))
{
document.getElementById("_captcomm_note").innerHTML = CommNoteHTML+" < A href=" +sUrl+" > "+sQuote+" < /A > ";
}
}

If you find this content useful, please drop us an email at crm@greytrix.com.

Import Key Attributes in Sage CRM

2011-08-17T23:21:00.000-07:00

Sage CRM’s Key Attribute Profiling feature enables you to build a detailed profile of your customers and prospects over the course of the relationship. These attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing real-time budget/cost analysis for every level of your marketing effort.

Designing and entering the data for key attributes from a fresh install of Sage CRM is easy. But if you already have the CRM with a lot of customers, opportunities, communications etc and now you decided that Key Attributes is a great feature in CRM and now you would like to use it. One option is obviously to go to each company record and set the data for each of the categories that you have configured. But I am sure we have lots of other important and productive work than doing data entry for a few thousand records.

You would say, come on lets update the SQL database directly like we do it for company, person and other standard entities in Sage CRM. Good thought but for this you need to be absolute geek in SQL, Sage CRM because the data for the key attributes are not stored in single tables like the other entities. Because of its dynamic nature it is spread across multiple tables. To make the matters more complicated for this type of an approach the tables used to store key attributes are common tables that used by the system to other info as well. So just one incorrect entry, and your Sage CRM system is likely to go for a toss.

So how do we do it? Greytrix has come up with an import tool which will enable simple people like me to import the data from a file like excel or csv into Sage CRM key attributes. The tech savvy and CRM gurus in my organization have put in a lot of time to ensure people like me don’t have to rack their brains to understand things like table structure, primary ids etc. Obviously the import would vary depending on the number of attributes etc but if I am allowed to give a really whacky name then the “framework” is ready and we just have to make a few changes here and there.

If you find this content useful, please drop us an email at crm@greytrix.com.

Change font color for Textboxes on standard screens

2011-08-16T00:13:00.000-07:00

Let’s say I want to change the way text appears in a textbox when the screen loads as well as when I type in the field.

Here is the function you can write in Custom Content of the screen to achieve the same.

Script//'Function to change text color in
function ChangeTextColor(FldName,TextColor)
{
FldName = new String(FldName);
FldName = FldName.toLowerCase();
TextColor = new String(TextColor);
if(eval("document.EntryForm."+FldName))
{
eval("document.EntryForm."+FldName+".style.color = '"+TextColor+"'");
}
}

You can call this function as given below.

Script
//Call function to change text color in textbox
//Pass the field name and color value
ChangeTextColor("comp_name","Red")

If you find this content useful, please drop us an email at crm@greytrix.com.

Update fields of one entity using workflow of another

2011-08-08T21:29:00.000-07:00

Workflow in Sage CRM is one of the best functionalities to have not only for a visual description of a Business process but also to set up predefined rules and actions to suit the business process.
In a scenario where the client wanted to update a field comp_type in Company based on the Workflow rule in Opportunity entity, the first method which I tried was by creating a rule in the workflow, selecting the Table or view as Company and creating a workflow action Set Column value, where I set the field comp_type to a static value, say “customer”. But this method did not work since we cannot update another entity field directly by selecting Table or view as Company in a workflow.

To achieve the same I tried another method by selecting Table or view as Opportunity and creating a workflow action type Execute Sql Statement. In the sql statement block I added the below query
Update company set comp_type = 'customer' where comp_companyid = #oppo_primarycompanyid# and it worked!
However this would only work if you have fixed values to be set in the other table. In case these values need to be dynamic then you will have to user a custom ASP page where you can write your own logic to set the values to the field.

If you find this content useful, please drop us an email at crm@greytrix.com.

Custom messages on standard lists

2011-08-05T23:00:00.000-07:00

Some days ago I came across this question on one of the CRM forums. The requirement was like when I select company and go to People tab, if no primary person has been set for that company then display the message “Primary person has not been set”.

I remember I did something similar to this on Addresses tab under the Person entity. Whenever we want to have such messages first thing that comes to our mind is writing ErrorStr on create script of any field. However in this case we can write CreateScript in field on list block, however i dont want it to appear like error message, just an information i.e. an HTML I can modify. Sharing my reply to that forum here for anyone who is interested in this functionality.

You can add custom message as given below.

Script
//Format the message bar
var MsgHTML = “< Format the HTML for message bar here >”;

//Add the message bar to list
If(< primary person not found >)
{
//Add message on the screen
eWare.AddContent(MsgHTML)
}
else
{
//Do nothing
}

Add this script to create-script of any field on list. To format the custom message in attractive manner you can refer below post on our blog site.

http://sagecrmaddons.blogspot.com/2010/10/displaying-error-messages-in-crm-using.html

If you find this content useful, please drop us an email at crm@greytrix.com.

Table Level Scripts

2011-08-01T23:40:00.000-07:00

In SQL we use “Triggers” to handle some activity after insert, update and delete operations on some SQL records.

Sage CRM provides a similar option within the application in the form of TLS (Table Level Scripts). The predefined events in TLS i.e. Update(), Post Insert(), Delete() and Insert() allows you to have operations on insert, delete and update operations on records. But does it have the option of handling the old values and new values just like SQL does with the “inserted” and “updated” tables? Not quite but it does have something very similar.

Say if you need to track the audit of data that has been changed on a particular entity then you will need it in the form of new value and old values. If the last name has been changed from “Doe” to “Smith” then you can get access to the new value using Values(“Field Name”) and the old values can be obtained from eWare.GetContextInfo(“”)

If you find this content useful, please drop us an email at crm@greytrix.com.

No valid Web Host License Available

2011-07-25T02:00:00.000-07:00

“How is your day going, mate” my colleague poked his head in my cubicle and asked me. It was a perfect day outside, bright and sunny. In India the sunny climate is not as well received it is sunny most of the year. However it was a Friday afternoon and I was getting ready for the weekend and with most of tasks completed for the week, I replied “Just wonderful”

I was left with my last tasks of the day which was to update my Saleslogix system and with this noble thought in mind I logged on to the Saleslogix web client, put in my credentials and tried to logon. The system returned a message stating “No valid Web Host License Available”

I had not got this “friendly” message before. Somehow the day seems a lot less bright and sunny. “Me and my big mouth” I thought. After the initial feeling of “Why me and why today” type feelings had settled down I decided not to just give it away and think.

Looking at the error I thought web license of the user is either expired. So I checked the web licenses by logging into the Administrator and navigating Licenses option under System menu item but here all licenses were available.

Now Operation “Save Weekend” was on. After some searching I realized that this is not an issue with web host license but rather an issue of cache license information. Stage one i.e. “Identify the Error” reached. I knew that the cache license information for application architect appears in SLXSystem.exe so I manually stopped the process.

Now the last step was to restart the service.

• Run services.msc command.

• Select the SalesLogix System Service and restart the service again.

• Take care while restarting the service as this service is dependent on other services SalesLogix DBEventing and SalesLogix SpeedSearch.

• Run the IISReset command

Opened the URL again, put the user credentials and clicked on log on and, guess what, I was in. Hurray!!!

In short Mission accomplished, No casualties, over and out.

[We would like to Thank our Partners, Followers and Friends for making this possible. Greytrix named as (First) Sage Gold Development Partner of the Year 2011 - SageCRM. Winners were presented at the recently held Sage Software's Largest Partner and Customer Conference, Sage Summit 2011 at the Gaylord National Hotel and Convention Center in Washington D.C.]

If you find this content useful, please drop us an email at crm@greytrix.com.

Service CRM for Sage CRM

2011-07-22T04:16:00.000-07:00

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 not only on the Sales, but also on the after sales services.

SageCRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales process very efficiently. We also have Products entity to manage the inventory data as required and Cases to handle the work orders or Issues. So why not consolidate all these in a under single roof? For the manufacturing industries the key point is to maintain the inventory, assets, agreement, warranty, services provided and service branches data. Based on all these facts we developed a vertical to match the service industry requirement to manage the after sales services through SageCRM.

Key Features:

1. Location Management

Service CRM has ability to administer the Parent (head office) company and Child (branch) relationship.

2. Business Hours and Holiday Set for Company and its Location

It provides users an ability to create and assign Business hours and Holiday set per Company and Location.

3. Configuration of Serialized Inventory Items in CRM

Service CRM allows you to control the serialized inventory using standard CRM Product management.

List out all the serial numbers against that product(asset).

4. Asset Import

Facilitate Serialized Inventory (Products and respective serial numbers) import in Sage CRM based on a fixed excel format.

5. Agreement creation at Order/Opportunity level

It allows user to create an agreement at order level once the order is confirmed.

Create Agreement button pops up the agreement entry screen with the assets to be added as a part of that agreement. It also keeps track of the agreement expiry and accordingly sends the mail notification to the service branch user.

6. Agreement and Assets (Product) listing under Company and its Location

Once the agreement and assets are linked with Company/Location, user would be able to get the same at Company/Location level.
Agreement List: From here user can create new agreement too.

Asset List:

7. Configure Service Branches in CRM to assign Technicians

Well maintained Service Branch data that would be actually providing support/service to client.

Service Branch details:
Technicians and Service Branch Users can be Users/ Resources in Sage CRM.

8. Case Management at Agreement and Asset level

Case in CRM can be linked with and an Asset or an Agreement.

9. Assets Inward/Outward, Replacement tracking at Case level

At case level it maintains which asset is in and out or replaced under Repair and Replacement tab.

Repair or Replace Assets – Inward and Outward

Repair or Replace Assets – Replace

Repair or Replace Assets – New

Note: Please click on images to enlarge them.
For queries and demo you can write us on an email id in below strip.

If you find this content useful, please drop us an email at crm@greytrix.com.

Moving Sage CRM to new server

2011-07-20T21:26:00.000-07:00

Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server.

This post can be considered as an extension to our earlier posts (http://sagecrmaddons.blogspot.com/2009/10/steps-to-be-remembered-while-moving.html) which explains the steps to be followed while moving only the Sage CRM database

The instructions were so precise and useful that I thought it should be listed under a public portal and not the Partners Portal. So here it goes.

Web Server:

• I would suggest on the new web server to do a Clean CRM install. That will take care of your install files e.g. Program Files\Sage\CRM\.

• Patch it up to the same level as your current 'Live' Web server.

• Copy over any custom files from your 'Live' servers such as images/custom pages[wwwroot\custom pages and wwwroot\img]

• Where is your document library & default document template? If it's on your current Web Server you need to copy this over too!

From the steps above your new Web Server should be the same version as your Live Web Server and custom files copied over.

Database Server:

• From the new install above you can choose to install a clean CRM database on the new database Server.

• When the install is done, restore your Live database over it.

Registry:

• Check the registry on the new web server, to see DefaultDatabase/DefaultDatabaseServer & DatabasePassword all are related to the new DB server. These are on the Web Server under:

HKEY_LOCAL_MACHINE\SOFTWARE\eWare\Config\

• Keep backups of your Live database and current CRM install folder well safe too!

Above as far as I can see means that your new web server is up and running, with CRM installed to the same patch level, with all your custom images/files[asp development etc] and pointing to the new database server, which has a current database restored.

Finishing Touches

• Check things like library document links, custom pages are still ok after the move.

• Check the Admin area to see what else is pointing at a drive e.g. the documents and reports Admin configuration

• Disable your old web server and send users the new Server URL.

If you find this content useful, please drop us an email at crm@greytrix.com.

Workflow for Secondary Entity

2011-07-18T00:35:00.000-07:00

Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post

http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx

Using the above link we were able to enable the workflow for the Secondary entity but were not able to view the workflow action button on summary page. Normally the workflow button is enabled when we insert the following code.
Container.ShowWorkflowButtons = true;
Container.WorkflowTable = "";

After some analysis we realized that if we need to enable a workflow for a secondary entity then the approach is slightly different. Normally here is what we do if we have to view information for a secondary entity.
var Summary=eWare.GetBlock("< screen >");
Summary.Title="XXXX Details"
Summary. ArgObj=
Container.AddBlock(Summary);
eWare.AddContent(Container.Execute());

But if we have to enable a workflow custom secondary entity then we need to use the below code.
var Summary=eWare.GetBlock("< screen >");
Summary.Title="XXXX Details"
Container.AddBlock(Summary);
eWare.AddContent(Container.Execute(“< record >”));

Hope this helps.

[We would like to Thank our Partners, Followers and Friends for making this possible. Greytrix named as (First) Sage Gold Development Partner of the Year 2011 - SageCRM. Winners were presented at the recently held Sage Software's Largest Partner and Customer Conference, Sage Summit 2011 at the Gaylord National Hotel and Convention Center in Washington D.C.]

If you find this content useful, please drop us an email at crm@greytrix.com.

Real Estate solution for SageCRM

2011-07-15T04:36:00.000-07:00

Some words that I saw on the advertisement on my way home

"Of all the dreams that person dreams in his lifetime, the most desired is the one for owning a house. It is much more than just a real estate purchase or an investment opportunity. Every individual aspires to have a private space that he can call as home"

Certainly very touching no doubt. But industries like real estate, where each sale is a huge investment from the customer needs to be managed properly or else the dream would turn into a nightmare and you wouldn’t want your customer to have one of those.

With the real estate industry presently on boom it is imperative that we have some system for management of the customers, prospects, projects along with the stages, Lease of units, Sale of units, Rent of units, Payment tracking, End user documentation management, Invoicing process with ERP system etc. After a quick search I realized that there was nothing like this available in the market. We all know how powerful Sage CRM and Accpac integration is and how it helps you in getting a 360 degree view of the customers and its opportunities. If we customize Sage CRM to fit the real estate industry then the linking it has with Accpac would make it really awesome end to end system.

With this “noble” thought in mind I got about development of this vertical. I spoke with a few civil engineers and some industry experts as to understand what, according to them, would be required to maintain and use such a system. Here is final list which is also a part of the vertical developed by Greytrix.

Real Estate software solutions help companies to integrate all data and processes of an organization into a single unified system that has different modules as enumerated below which broadly covers all key functional areas:

• Sales – relates to all aspects of customer sales
• Engineering – covers logistics, stores management and operational task aspects of ongoing projects with associated MIS reports
• Accounts – operational costs, overheads, recoveries, cash/bank payment transactions, budget allocations for ongoing and new projects, etc.
• Purchase & Stores - all procurements linked to the project, store management with inventory
• Payroll - automatic compilation of staff salary, TDS, requisite labor compliance details and records
• Maintenance - complaint completion status, templates for tax and other receipt heads, auditor remarks, etc.

Management of Multiple Companies & Projects

• Designed to Explore the Units sold/available/on-hold as per the client's preferences. Direct entry to booking form from availability status screen
• Comprehensive Customer Information (Individuals & Non-Individuals).
• Rule based Pricing - The Pricing for various Units/Unit Types/PLC etc can be defined for different durations.
• Multiple Payment Plans for Basic, PLC and additional Services based on predefined as well as undefined dates.
• Payment Plans are editable for individual customers at any stage.
• Validation - All Transactions can be validated from zero to four levels before final approval
• Key Reports available across various Projects for sales, collection, expenditure, Outstanding etc.
• Cost incurred by the company on the advertisements by various dealers and their conversion ratio can be computed.
• Work Schedules, appointments and tasks with their priority status for all executives and managers.
• Multi Site, Multi level Stock & Inventory. Handles the inventory of all construction materials, consumables equipments & asset items at different project sites along with their purchase and supplier details.
• Items can be defined for the particular site i.e. a particular site will be able to view only those items which comes under it.
• Generate Purchase order linked with purchase requisitions.
• Maintain vendor details from whom Items are being purchased.
• Maintain Reorder Level of Items and warn accordingly.

Obviously the real estate industry works differently in different countries hence if your functionality is different from what is stated then we can customize the product for you. After all you are customers as well and we want your sale to be like a dream just like the person buying a house.

Home Sweet Home :)

[We would like to Thank our Partners, Followers and Friends for making this possible. Greytrix named as (First) Sage Gold Development Partner of the Year 2011 - SageCRM. Winners were presented at the recently held Sage Software's Largest Partner and Customer Conference, Sage Summit 2011 at the Gaylord National Hotel and Convention Center in Washington D.C.]

If you find this content useful, please drop us an email at crm@greytrix.com.

Greytrix voted as First Sage Gold Development Partner of the Year for SageCRM at Sage Summit

2011-07-11T08:47:00.000-07:00

Thanks to all our friends and followers who made this possible once again in 2011. A big congrats to our friends (Sage Development Partners) too for other Sage Product Lines.

Read more how Greytrix and GUMU add value to your SageCRM....

Source Sage Summit 2011 Diary...8 Questions with Greytrix

http://summitdiary.com/2011/07/01/8-questions-with-greytrix/

Greytrix can be found at booth #326 during Sage Summit 2011.

1) Who are you and what does your organization do?
Greytrix is one of few truly GLOBAL development partner of Sage catering to development of products and providing end to end services to Sage Partners of ALL major ERP/CRM Product Lines throughout the world! We are one of the largest and most experienced development partners and have created a history of having done thousands of customization/ modifications to all erstwhile ACCPAC (CRM, Advantage, Pro Series), Sage UK (Line 50, Sage 200 formerly MMS) and erstwhile Best Software (MAS 90/MAS 200/MAS500, Saleslogix) Product Lines.

We have mastered the art of scanning the product lines, and fill up additional features (horizontal and vertical), integrate applications, easy migration tools to product lines. Utilizing our vast experience, we have developed “GUMU™” framework, the common unifying one word for partners for all their migration and integration needs for Sage Product Lines. Our three pillars of quick turnaround time, high quality and relatively low cost of ownership is renowned and have made us win a number of development partner awards including Sage Development Partner of the year award for 2004 and 2006 in recognition for our products as well as customization services we provide to partners. We have also been recognized as the First Gold Development Partner of Sage Software.

2) What products and services do you offer in conjunction with SageCRM?

Integration
GUMU for Sage CRM – Sage MAS 90/200 (Works with Standalone and EES)
GUMU for Sage CRM – Sage MAS 500
GUMU for Sage CRM/CRM.com – QuickBooks
Greytrix Web Order Entry for Sage Pro
Greytrix Web Order Entry for Sage Accpac

Migration
GUMU for Sage CRM – Sage ACT!
GUMU for Sage CRM – Goldmine
GUMU for Sage CRM – Maximizer
GUMU for Sage CRM – SalesForce
GUMU for Sage CRM – Legacy Application (Custom Migration)

Verticals:
Real Estate Management Module for Sage CRM
Service Management Module for Sage CRM

Add-On:
Product Import for Sage CRM/CRM.com
Bulk Merge for Sage CRM
Archival Routines for Sage CRM

3) Why should Sage partners and customers visit your booth?
Three reasons Sage CRM Partners should visit our booth because:
- To check out our comprehensive Integration solutions with more advanced features than Sage EES.
- New vertical solutions for Sage CRM which can be marketed to upcoming segments
- Look for new partnerships for Sage CRM customization and virtualization. Do visit our booth if you a vertical idea which you would like to explore in partnership and listen to a joint development plan.

Three reasons SageCRM Partners should bring their Customers to our booth:
- Give a powerful demonstration of the integration between ERP and CRM
- Any customers in Services or Real Estate Industry needs to come and check our CRM specifically for them
- Any customer looking to convert from ACT!, GM or other CRM systems to actually see how the data will look in the Sage CRM after conversion

4) Are you offering any free give-aways?
Nothing this year.

5) Where can you be found online?
www.greytrix.com. Also, we have a dedicated blog for SageCRM with 300+ Posts its the most searched blog for SageCRM questions http://sagecrmaddons.blogspot.com/

6) What do you hope to gain from this year’s Summit?
We would like Sage Partners to make use of our vast experience and expertise in Sage CRM. We would like to forge new partnerships and explore ways to build new and innovative solutions at a low cost with knowledgeable partners. We bring on the table a one stop solution provider for all vertical, migration and integration and options of working with a single source for multiple product lines. We would also like to gain from insights of customers and partners and feedback for the new developments, verticals and innovations released in the last year by Greytrix.

7) What is your favorite feature of SageCRM?
Its ability to integrate with any other system
Features which enable a user to easily customize it as per the business process e.g. workflows and escalations

8) Why do you believe SageCRM is the best CRM product on the market?
Sage CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy. Apart from offering configurable business process automation Sage CRM allows you to quickly analyze, manage, and synchronize sales, marketing, and customer care activities across all points of contact, giving you true business visibility. Also the ability to link with Social Media and iPhone provides access to Sage CRM for users on the move.

Thank You......

Missing MIME types in IIS Sever

2011-07-07T00:09:00.000-07:00

We have developed custom import routines for various Sage CRM entities where the user can import data from excel/csv files. Following the standard Sage CRM functionality all types of information i.e. successful migration, validations, errors generated during the import are logged in files on the server. Now the users will not have the access to the server’s locations so it is imperative that we show the users the logged data in the browser itself just like you can see various Sage CRM logged information under Administration > System > Logging

In one instance we came across an error which stated that “…one of the MIME types missing in IIS server”. To go around the issue here is what you can do

1. Go to IIS Manager by typing inetmgr in Start > Run

2. Click on Server Name and on the Right pane Choose MIME Types

3. Above given are the MIME types in IIS stores extensions of various file types like .asp, .aspx, .text, etc… and it get the reference from it and open the file.

4. In our case we want to open the Log file of the import but it was failing do so because in the list .Log type was unavailable. After adding it to the list show log button was working fine as expected.

If you find this content useful, please drop us an email at crm@greytrix.com.

Greytrix at Sage Summit Booth Number 326

2011-07-04T22:46:00.000-07:00

Source Sage Summit 2011 Diary...8 Questions with Greytrix

http://summitdiary.com/2011/07/01/8-questions-with-greytrix/

We have asked Sage Summit exhibitors to provide their answers to a set of 8 questions in order to help us all learn a bit more about them.

The goal of these questions is to help Summit attendees to identify exhibitors that they might want to visit prior to the show.

I’m fairly predictable and single-minded in my love for SageCRM so the initial request was only sent to exhibitors linked to SageCRM. However, if you would like to participate (even if you aren’t integrated with SageCRM), please reply in the comments below or tweet me at @AzambaInc.

Greytrix can be found at booth #326 during Sage Summit 2011.

1) Who are you and what does your organization do?
Greytrix is one of few truly GLOBAL development partner of Sage catering to development of products and providing end to end services to Sage Partners of ALL major ERP/CRM Product Lines throughout the world! We are one of the largest and most experienced development partners and have created a history of having done thousands of customization/ modifications to all erstwhile ACCPAC (CRM, Advantage, Pro Series), Sage UK (Line 50, Sage 200 formerly MMS) and erstwhile Best Software (MAS 90/MAS 200/MAS500, Saleslogix) Product Lines.

We have mastered the art of scanning the product lines, and fill up additional features (horizontal and vertical), integrate applications, easy migration tools to product lines. Utilizing our vast experience, we have developed “GUMU™” framework, the common unifying one word for partners for all their migration and integration needs for Sage Product Lines. Our three pillars of quick turnaround time, high quality and relatively low cost of ownership is renowned and have made us win a number of development partner awards including Sage Development Partner of the year award for 2004 and 2006 in recognition for our products as well as customization services we provide to partners. We have also been recognized as the First Gold Development Partner of Sage Software.

2) What products and services do you offer in conjunction with SageCRM?

Integration
GUMU for Sage CRM – Sage MAS 90/200 (Works with Standalone and EES)
GUMU for Sage CRM – Sage MAS 500
GUMU for Sage CRM/CRM.com – QuickBooks
Greytrix Web Order Entry for Sage Pro
Greytrix Web Order Entry for Sage Accpac

Verticals:
Real Estate Management Module for Sage CRM
Service Management Module for Sage CRM

Add-On:
Product Import for Sage CRM/CRM.com
Bulk Merge for Sage CRM
Archival Routines for Sage CRM

We look forward to meet you at our Booth.

Could not find UpdatePanel with ID

2011-07-01T01:51:00.001-07:00

Everyone must be aware of Sage SalesLogix standard functionality of adding different tabs under main entities by adding the forms under smart parts section of that entity. Other properties that need to be set are “Target Workspace” property to TabControl and “Show In Mode” property to Detail. But what if you are setting all these settings correct in Application Architect and after deploying files getting the error “Could not find UpdatePanel with ID”.

Let me explain you the exact scenario. I have added the Account Widgets tab under account entity and set all of the above properties which are required to show tab. Now when I checked this after deployment of VFS on load of account detail page I’m getting the below error. “Could not find UpdatePanel with ID ‘ct00_TabControl_element_AccountWidgets_update_panel_AccountWidgets’. If it is being updated dynamically then it must be inside another UpdatePanel”.

I rechecked all the properties so that my tab will be visible under Account but with no luck. After a thorough search on the web I found that this issue occurs when the customization is affects the More Tabs. In SalesLogix, TabWorkspace XML file is generated for each entity under Virtual File System Explorer for each user and I had to go through the following instructions to get it right.

1. Go to Start and open Application Architect.

2. Click on View tab and select Virtual File System Explorer.

3. Expand the Configuration tab and select Application_User.

4. Expand SlxClient node and select the user for whose you are getting the error.

5. Select ASP.account_aspxDetail folder and open Tab Workspace XML file.

6. Now, you have to manually add the entries for missing tab under Main Tabs or More Tabs. Here, you just need to make sure that you are entering the proper name of the tab in the following manner.

Eg.

AccountWidgets

7. Finally rebuild VFS files, deploy and check the same.

If you find this content useful, please drop us an email at crm@greytrix.com.

HTML Frameset tags in Custompages

2011-06-29T02:47:00.000-07:00

Some days ago i came across the requirement where i needed to display three different sections of the details on the same page. Not that tricky when i design three different pages and put the m in iframes on main page. However Iframe is certainly not a preferable option as it is blocked by many browsers due to security reasons. Also i could not combine the information i wanted in sql views to build the blocks based on them. So i though why not give it a try to an old, but highly efficient technique to achieve this i.e. HTML Frameset tags.

Below is what i achieved through the concept.

Code used in custom asp page:

Script< html>
< frameset cols="25%,*,25%" >
< %
var sFrame1URL = eWare.URL("Frame1.asp")
var sFrame2URL = eWare.URL("Frame2.asp")
var sFrame3URL = eWare.URL("Frame3.asp")
% >
< frame src="< %=sFrame1URL% >"/ >
< frame src="< %=sFrame2URL% >"/ >
< frame src="< %=sFrame3URL% >"/ >
< /frameset >
< /html >

If you find this content useful, please drop us an email at crm@greytrix.com.

COM Class Factory Error in SalesLogix

2011-06-26T23:59:00.000-07:00

I encountered the below error which reads Retrieving the COM class factory for component with CLSID {39CCFCA0-D8FA-4519-8E57-A05784EA84F3} failed due to the following error: 80040154.

The next thing I followed is to navigate to the CLSID in the registry editor under HKEY_CLASSES_ROOT section and searched the corresponding CLSID i.e. {39CCFCA0-D8FA-4519-8E57-A05784EA84F3} which is showing GroupTranslator Object in the data part. Here at this place I realized that the error has something to do with this .dll file. Registering the file solved my issue.

To unregister dll file you can follow the below steps.
1. Go to Start > Run.
2. Type REGSVR32 /u "C:\Program Files\SalesLogix\GroupTranslator.dll" (Note: Here as per your SalesLogix installation path you can change the path which is placed in the double quotes.)
3. You will get the confirmation message saying the dll is successfully unregistered.
4. Now to register it again just run the above command by removing /u.
i.e. REGSVR32 " C:\Program Files\SalesLogix\GroupTranslator.dll“
5. Make sure that you run the IISRESET command again and redeploying the VFS files again.

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An alternate approach to Confirm Delete functionality

2011-06-24T05:22:00.000-07:00

CRM follows a nice procedure of soft deletion of records for all the tables to maintain the consistency of the data. It also has a confirm delete functionality wherein when any user deletes any entity record he is redirected to new screen with Confirm Delete button. When we design custom entity through wizard, we get the delete button, but no confirmation is asked after clicking it. What if user clicks it by mistake and accidentally deletes the record? Below is the procedure that you can follow to implement simple Confirm Delete functionality on your custom pages.

1. Put the Delete button on your asp page as per standard way.

2. Call client side JavaScript function on your delete button as shown below.

Container.AddButton(eWare.Button (“Delete”,”delete.gif”, javascript: fn_Delete ();"));

3. Inside the JavaScript function put the confirmation box to take confirmation from user before deletion. Refer below script.

Script< script language=javascript >
//’Function for handle the delete button
function fn_Delete()
{
//’For confirmation
var sconfirm = confirm("Are you sure you want to delete this entry?")

//’if it gets true then deletes the record
if(sconfirm)
{
//This is the standard mark up of delete button but will execute only afterconfirmation
x=location.href;
i=x.search('&em=');
if (i >= 0)
{
x=x.substr(0,i)+x.substr(i+2+3,x.length);
}
x=x+'&'+'em'+'='+'3';
location.href=x
}
}
< /script >

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Date Format with Suffix

2011-06-24T05:00:00.000-07:00

Date formats in Sage CRM always seem to be an area of discussion. A Date is made of three elements namely Month, Date and Year and you can have various standard combinations depending on country to have a date format derived out of these three basic elements.

While it is easy to interpret a DD/MM/YY or MM/DD/YYYY formats technically, recently I came across a slightly challenging scenario where a suffix was included along with the date, for example “31st March 2011” which is usually used in printed documents rather than being stored in database in this format.

Initially it seemed to be tricky to extract date from this data as there are other suffix possibilities like “nd”,”rd” and “th”. Instead of using the regular javascript to incorporate suffix I tried my hands on writing a SQL server function which can parse this type of input data and give you date in format liked by your program; I am sharing this function; although I was working on Sage CRM customization but this is generic SQL server function which can be used in any SQL based Application.

Querycreate function [dbo].[get_date_suffix](
@date datetime = null
)
returns nvarchar(50)
as begin
declare @d int,
@m nvarchar(15),
@y nvarchar(4),
@end nvarchar(1),
@return nvarchar(50)

if @date is null
set @date=getdate()
select @d=datepart(d, @date), @m=datename(m, @date), @y=datename(yyyy,@date), @end=right(convert(nvarchar(2), @d),1)
set @return= convert(nvarchar(2), @d)
+case
when @d in(11, 12, 13) then 'th'
when @end='1' then 'st'
when @end='2' then 'nd'
when @end='3' then 'rd'
else 'th'
end
+' '+@m+' '+@y
return @return
end

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How to Capitalize Each Word of a string using JavaScript

2011-06-22T23:41:00.000-07:00

In the times of “World Wide Web” everyone has heard about “JavaScript” and people like us are fully aware of its power when it comes to writing client side scripts to make your web pages interactive. We being Sage CRM Developers have been doing so many things with JavaScript and here is a tricky functionality which we achieved for one of our clients.

The client wanted to capitalize each word while displaying values of certain fields on screen irrespective of how the data was stored in database. One way was to modify the “SQL” query since that would have complicated the matter we choose JavaScript and just modified the value of the variable that is populated by SQL used to display the value on the screen, here is the snippet of the code.

Script//’Get Value of Company Name Field
var CompName=new String(Values('Comp_name'));
if(CompName=="" || CompName=="undefined") CompName="";

if(CompName!="")
{
//’Convert Value to Lower Case format
var CompName= CompName.toLowerCase();

//’Retrieve first world from value and convert to upper case.
var Rx= /\b([a-z]+)\b/ig;
CompName= CompName.replace(Rx,function(w){
return w.charAt(0).toUpperCase()+w.substring(1);
});

//’Set as Default Value
DefaultValue=CompName;
}

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Sage Saleslogix Web compatibility with IE9

2011-06-21T23:14:00.001-07:00

Have you ever come across a scenario when logging into the SalesLogix Web you can see only the upper blue strip of the web client? Strange isn’t it? Just have a look at the below image.

Initially I thought my VFS is not deployed properly so I deployed the VFS again after rebuilding web platform. To check the root cause I decided to go with traditional way of checking the error i.e. debugging in the VS. Here I found that website is crashing on page load and giving an error Microsoft JScript Runtime error: Object doesn't support property or method 'createContexualFragment'.

After some checking on website and other forums I found that there is a compatibility issue with Saleslogix web client and Internet Explorer 9 (IE9). To be sure I checked the same scenario by installing IE 9 on other working machine and guess what, I got the same error. Next step was to install IE 8 and the SLX web worked perfectly. So the issue was indeed with IE 9 and it was with the compatibility feature newly introduced in IE 9.

To get around this issue, first log into the Sage SalesLogix and click on the compatibility button on the browser window and rest of the controls on the page would load just fine. Please refer below image.

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Floating pipeline to track Opportunity lifeline on Summary Screen

2011-06-17T22:04:00.000-07:00

Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules, we can see the stages it goes through and the corresponding tracking notes under Tracking tab.

Some days ago I came across the requirement where the workflow history had to be shown on the opportunity summary screen itself. Not the detailed history was required here. Only the graphical representation of what stages that opportunity had been through and what is still to come was required to be displayed. So I came up with the feature to do the same and add the strip on summary screen as shown in below screen.

Here the block you see in

- Green color is the current stage of an opportunity

- Blue boxes are the stages that opportunity had been through in past and

- Yellow are the stages that opportunity still needs to go through.

Now why do we need to add this on summary screen if we can find the similar data in tracking tab. actually the requirement was to show only Summary tab and no Tracking as the more detailed tracking might be confusing for the users.

Through this feature the user not only would know the current stage but they would also know the future stages through which the opportunity has to go through.

One more enhanced feature we added here was, we made the panel vertically floating across the screen.

The summary screen itself was customized and quite large, so to see the details user had to scroll up and down all the time. Through this enhancements user will always see the history panel even though he/she scrolls down to the very end of screen.

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Your login attempt was not successful. Please try again.

2011-06-17T04:29:00.000-07:00

Looking at the error I thought I have not set the proper credentials for my web user. So I rechecked the same by logging as Administrator in the LAN client.

I had the IIS 7.5 reinstalled so that was I my list of suspects. After some more investigation I understood that

1. I must check Windows Authentication checkbox and

2. Set the webDLL user into the Windows ID box.

But no luck. The message was still staring at my face.

The next thing that I found out was that whenever you are using IIS7 first thing you'll need to do is turn on the IIS6 compatibility for IIS7. To do the same,

1. Go to Add/Remove in Control Panel.

2. Select Windows Features on or off.

3. Below screen will be popped up. Click on the Roles.

4. Then click on the Add Role Services button that will take you to Add New Roles screen.

5. Expand Management Tools.

6. Select the IIS 6 Management Compatibility and IIS Management Console checkboxes and install by clicking on Next button. Trust me it is more difficult to find the sections where you want to set these settings in IIS 7 than IIS 6 or below versions.

7. One more thing you need to adjust is SalesLogix Pool settings which can be found under Application Pools.

8. Make sure that you set Managed pipeline mode to Classic instead of Integrated.

9. In addition to this you need to set SalesLogix Identity pool to Local System instead of ApplicationPoolIdentity by clicking on the Advanced Settings.

10. After all these settings make sure that you have run IISRESET command and then again deploying the VFS files.

This will allow you to go past the login error.

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Upload photos from new person screen directly

2011-06-14T23:11:00.001-07:00

Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client’s profiles through CRM.

You must have read on Jeff’s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type. What I always consider is that the data entry users must be able to fill all the data for client from new entry screen itself. They must not navigate to other areas of CRM just for the sec of uploading the photo. Hence I came up with my own solution to upload the photo from new person entry screen. Below is the screenshot of how does it look like.

The additional feature to the functionality is that you can also change the photograph for the person by just going to person summary and click on change button. There you will find the upload box to change the existing photo for the person.

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Popup Window In Sage CRM Using .Net API

2011-06-09T23:44:00.000-07:00

In Sage CRM, we usually use popup windows to show the information or to make instant data entry. In the custom ASP pages we make use of DOM objects to do so. To show popup window what we do is:

We prepares an URL at server side (or at client side)
Creates button and set the href for the same using window.open() method.

As we can see all the code that has been written at server side and client side is not secured at all. So here we can use Sage CRM .Net API code to popup a new window. This would make the coding very easier, less time consuming and would make sure that your code is secured.

Below is sample code which I have used in the .Net dll page to show custom entry page in popup window:

// Prepare new URL (action 432 is used for .Net dll pages) and add necessary parameters to url

sNewProjectURL = Url("432") + "&dotnetdll=Project.dll&dotnetfunc=RunCompanyProjectNew";

//OR you can use below code

//string sNewProjectURL = UrlDotNet("Project.dll ", "RunCompanyProjectNew");

string sPopUpURL = UrlForPopUpWindow(sNewProjectURL, "NewProject", 300, 300);

AddUrlButton("New Project", "new.gif", sPopUpURL);

You can also make use of alternate code given below to popup the window:

string strNewURL = UrlDotNet("CaseItem.dll ", " RunCaseItemNew ");

string prviewurljs = "javascript:newwindow=window.open('" + strNewURL + "', ‘New Case Detail’, ‘toolbar=0,scrollbars=0,location=0,statusbar=0,menubar=0,height=400,width=550');if (window.focus){newwindow.focus();}";

base.AddUrlButton("New", "new.gif", prviewurljs);

Enjoy coding with .Net API J

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Getting key value to be added in URL from client side script

2011-06-09T00:39:00.000-07:00

I remember when I train my developers to work on sage CRM customizations they really face hard time to understand creating URL’s on server side, client side as well as passing them to and fro, as in Sage CRM entire screen loading and functionality depends on the keys being passed through URL’s. I remember I had posted a detailed write up on this topic on this blog site before. Below is the link to the same if anybody wants to refer.

http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html

Well, today I will explain use of GetKeys method. On every page designed with standard built, this function is added by default. This returns the keys being used for the current page we are looking at. The standard function looks something like given below.

Scriptfunction GetKeys()
{
return "&Key0=4&Key4=108";
}

Through your client side you simply have to call this function and get values in string variable to be appended in URL like given below.

Scriptvar KeyString = GetKeys();
URL = ‘ First part of url ’ + KeyString

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Generate Saleslogix Next Record Id via SQL

2011-06-07T22:30:00.001-07:00

Very often we come across a requirement where we need to import data from an external system into Saleslogix. The quickest way to do this is to map the fields between 2 tables and import the data using SQL import or write a stored procedure or SQL cursor. All these methods would read the records from the external table and import it in SLX table. But how do we get the next primary id for the entity that is being imported. Unfortunately SLX does not provide any stored procedure that can be accessed from database level. Hence we have to create one. Here is how we can do it. This one will work only on SQL 2005 and above.
1. We will have to create a dll which will be used in SQL as assembly.
2. The function coded in the dll would have this code
OleDbCommand cmd = new OleDbCommand(string.Format("slx_dbids('{0}', {1})", "ACCOUNT", 1), );
3. Here the key thing is to have the SLXOLEDB.1 in your connection string and have the stored procedure executed using the OleDBCommand because “slx_dbids” function works only with SLXOLEDB.1.
4. Before compile the project make sure you have check the “Allow unsafe code” checkbox =”True” from .NET project properties.
5. Next step that you need to do call the function that you created in step 2 in the stored procedure or cursor every time you are adding a new record.

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New Case/ Opportunity Action and Workflow Activation in Sage CRM

2011-06-01T22:46:00.000-07:00

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 opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets created. Now in CRM we can create cases and opportunities at Company and Person level. When we create cases or opportunities the workflow for the same gets activated by default by the system. But have you ever been thought about if someone would like to create a new case/ opportunity using custom page or the dot net dll method anywhere in CRM.

We will simply:

- Check what is the action used by the CRM for new case or opportunity. For new case it is 1192 and for Opportunity it’s 1190.

- You will prepare an URL at server side.

- And then will set the same URL on the button click.

If you just make use of the action while preparing the URL you will face the below problems:

- If you are using workflow in your CRM system then that would not be get activated.

- To set the default values like Company or Person, the URL should contain other keys like Key0, Key1 and Key2 etc. This would ensure that the primary values would get set correctly.

Now to avoid above issues you will have to arrange the URL to be used on button click.

To activate workflow on the new case action is a standard functionality. But if you observe the standard new case url then you will come to know that it consist of some important parameters related to workflow (e.g. Key27 and trid). And if we just redirect to URL(“1192”) or URL(“1190”) on click of a button CRM does not recognize whether the workflow activated or not. So CRM shows the normal case/opportunity entry screen without considering workflow.

The parameters needed in the URL to activate case workflow for New Cases are Key27=40 and trid=340 paramets where that for opportuntities are Key27=50 and trid=309

For New Case button, your URL would be something like:

string sNewCaseURL = Url("1192");

string[] sCaseURLArr;

char[] cSplit = { '&' };

sCaseURLArr = sNewCaseURL.Split(cSplit);

sNewCaseURL = sCaseURLArr[0] + "&Act=1192&Mode=1&CLk=T&Key27=40&trid=340&newbtn=t&T=New&Key0=7&Key7=";

sNewCaseURL += Dispatch.QueryField("Key7") + "&Key1=" + Dispatch.QueryField("Key1") + "&Key2=" + Dispatch.QueryField("Key2");

AddUrlButton("New Case", "newcase.gif", sNewCaseURL);

For New Opportunity button, your URL would be something like:

string sNewOppoURL = Url("1190");

string[] sOppoURLArr;

char[] cSplit = { '&' };

sOppoURLArr = sNewOppoURL.Split(cSplit);

sNewOppoURL = sOppoURLArr[0] + "&Act=1190&Mode=1&CLk=T&Key27=50&trid=309&newbtn=t&T=New&Key0=8&Key8=";

sNewOppoURL += Dispatch.QueryField("Key8") + "&Key1=" + Dispatch.QueryField("Key1") + "&Key2=" + Dispatch.QueryField("Key2");

AddUrlButton("New Opportunity", "NewOpportunity.gif", sNewOppoURL);

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Checkbox Setting on Saleslogix Web Client

2011-05-31T06:44:00.000-07:00

Here is what I experienced when I used a check box type field on the web client. I had designed a simple screen on which I had placed checkbox controls. When I clicked on Save button I used to get a “truncate error” message. I felt that value entered in one of the fields of form is exceeding its length.

Then after some more investigating I found out that checkbox on a form is bound to a Boolean field in the database and the field size of a Boolean field is 1. When I checked the Save routine by running SLXProfiler I found that check box is returning True or False instead of T or F. On this point I thought I got the root cause of error could solve it increasing the checkbox field size 5 chars. It web client was not done with me yet.

Now, when tried to save the data, I got another error message saying 'StringConverter' is unable to convert 'System.String' to System.Boolean’. As the error stated there was an error in converting a String value to Boolean. The issue was again with the check box control. Hence under Application Architect I found the cause of this error. When I observed the Data type of checkbox field was showing Text. So I had to change the data type property of this field to True/False to fix the issue.

Hence be whenever you add a new checkbox type of field be sure to check the data type and the field size that you have specified.

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Including phone numbers from phone table in standard Document Merge

2011-05-27T00:31:00.000-07:00

Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using Document Merge functionality on Person and Company Entity. Now have you ever wondered how exactly Document merge pulls up all the data for person at the time of merging.

There is a view under Person entity named vMailMerge. Whatever fields this view presents can be included in the word merge templates and merged there on. Below is the original view from sage CRM version 6.2.

Original View ScriptCREATE VIEW vMailMerge AS SELECT Pers_PersonId, Comp_CompanyId,
RTRIM(ISNULL(Pers_PhoneCountryCode, '')) + ' ' + RTRIM(ISNULL(Pers_PhoneAreaCode, '')) + ' ' +
RTRIM(ISNULL(Pers_PhoneNumber, '')) AS Pers_PhoneFullNumber, RTRIM(ISNULL(Pers_FaxCountryCode, '')) + ' ' +
RTRIM(ISNULL(Pers_FaxAreaCode, '')) + ' ' + RTRIM(ISNULL(Pers_FaxNumber, '')) AS Pers_FaxFullNumber,
RTRIM(ISNULL(Pers_FirstName, '')) + ' ' + RTRIM(ISNULL(Pers_LastName, '')) + '[FAX: +' +
RTRIM(ISNULL(Pers_FaxCountryCode, '1')) + '(' + RTRIM(ISNULL(Pers_FaxAreaCode, '')) + ')' +
RTRIM(ISNULL(Pers_FaxNumber, '')) + ']' AS Pers_EmailFaxNumber, Pers_Salutation, Pers_LastName,
Pers_FirstName, Pers_MiddleName, Pers_Title, Pers_PhoneCountryCode, Pers_PhoneAreaCode,
Pers_PhoneNumber, Pers_FaxCountryCode, Pers_FaxAreaCode, Pers_FaxNumber, Pers_EmailAddress,
Comp_Name, Addr_Address1, Addr_Address2, Addr_Address3, Addr_Address4, Addr_Address5, Addr_City,
Addr_State, Addr_Country, Addr_PostCode, Pers_PrimaryUserId, Pers_SecTerr, Pers_CreatedBy,
Pers_ChannelId, Comp_PrimaryUserId, Comp_SecTerr, Comp_CreatedBy, Comp_ChannelId
FROM Person LEFT JOIN Address
ON Pers_PrimaryAddressId = Addr_AddressId LEFT JOIN Company
ON Pers_CompanyId = Comp_CompanyId
WHERE Pers_Deleted IS NULL

Now as you can see that this view already takes care of the phone numbers using the fields from Person table for fax and the default business number. Now what I want here is all the phone numbers under Phone/Email tab of that person to be available for merging in letter. So the only way I can achieve it by joining above query with phone table based on phone type and person id. Now while changing the view above we have to take care that the view should not generate more than one row for single person. You know that there may be multiple entries in phone table for that person so we have to combine them all in single row. Below is how I changed the above view to bring Business and mobile phone numbers separately from the phone table.

Modified View ScriptCREATE VIEW vMailMerge AS SELECT Pers_PersonId, Comp_CompanyId,
RTRIM(ISNULL(Pers_PhoneCountryCode, '')) + ' ' + RTRIM(ISNULL(Pers_PhoneAreaCode, '')) + ' ' +
RTRIM(ISNULL(Pers_PhoneNumber, '')) AS Pers_PhoneFullNumber, RTRIM(ISNULL(Pers_FaxCountryCode, '')) + ' ' +
RTRIM(ISNULL(Pers_FaxAreaCode, '')) + ' ' + RTRIM(ISNULL(Pers_FaxNumber, '')) AS Pers_FaxFullNumber,
RTRIM(ISNULL(Pers_FirstName, '')) + ' ' + RTRIM(ISNULL(Pers_LastName, '')) + '[FAX: +' +
RTRIM(ISNULL(Pers_FaxCountryCode, '1')) + '(' + RTRIM(ISNULL(Pers_FaxAreaCode, '')) + ')' +
RTRIM(ISNULL(Pers_FaxNumber, '')) + ']' AS Pers_EmailFaxNumber, Pers_Salutation, Pers_LastName,
Pers_FirstName, Pers_MiddleName, Pers_Title, Pers_PhoneCountryCode, Pers_PhoneAreaCode,
Pers_PhoneNumber, Pers_FaxCountryCode, Pers_FaxAreaCode, Pers_FaxNumber, Pers_EmailAddress,
Comp_Name, Addr_Address1, Addr_Address2, Addr_Address3, Addr_Address4, Addr_Address5, Addr_City,
Addr_State, Addr_Country, Addr_PostCode, Pers_PrimaryUserId, Pers_SecTerr, Pers_CreatedBy,
Pers_ChannelId, Comp_PrimaryUserId, Comp_SecTerr, Comp_CreatedBy, Comp_ChannelId,
ltrim(rtrim(isnull(p1.phon_countrycode,''))+' '+rtrim(isnull(p1.phon_areacode,''))+' '+rtrim(isnull(p1.phon_number,''))) as Business_Phone_Number,
ltrim(rtrim(isnull(p2.phon_countrycode,''))+' '+rtrim(isnull(p2.phon_areacode,''))+' '+rtrim(isnull(p2.phon_number,''))) as Mobile_Phone_Number,
ltrim(rtrim(isnull(p3.phon_countrycode,''))+' '+rtrim(isnull(p3.phon_areacode,''))+' '+rtrim(isnull(p3.phon_number,''))) as Home_Phone_Number
FROM Person p LEFT JOIN Address
ON Pers_PrimaryAddressId = Addr_AddressId LEFT JOIN Company
ON Pers_CompanyId = Comp_CompanyId
Left join phone p1 on p1.Phon_Personid = p.pers_personid
and p1.phon_type = 'Business' and p1.phon_phoneid = (select max(phon_phoneid) from phone c1 where phon_type = 'Business' and phon_personid = p.pers_personid)
Left join phone p2 on p2.Phon_Personid = p.pers_personid
and p2.phon_type = 'Mobile' and p2.phon_phoneid = (select max(phon_phoneid) from phone c2 where phon_type = 'Mobile' and phon_personid = p.pers_personid)
Left join phone p3 on p3.Phon_Personid = p.pers_personid
and p3.phon_type = 'Home' and p3.phon_phoneid = (select max(phon_phoneid) from phone c3 where phon_type = 'Home' and phon_personid = p.pers_personid)
WHERE Pers_Deleted IS NULL

Now you can add the field Business_Phone_Number in the template to be merged and get the value when the template s merged.

Note: Sage CRM version 7.1 has the different structure for maintaining phone numbers i.e. using link table. So to use the above view in version 7.1 you have to join on phone link table also to get the actual numbers.

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Dialog Actions in Sage SalesLogix

2011-05-26T22:04:00.000-07:00

Everyone must be aware of use of “Dialog Action” choice which is provided by the Sage SalesLogix standard Web Client SDK that can be used while opening a new form on Add button. Has anyone come across a scenario where one can able to open new form through Add button but getting error on click of Save button?

Well, recently while developing a simple Add/Edit form for one of my clients (SLX ver 7.5.3) I came across such a scenario and I feel that I need to share this with you all.

1. I have an entity called Maintenance which has 1 to many relationship with Account
2. I wanted to display a new tab under each Account where users can Add/Edit Maintenance records.
3. To show the Maintenance tab under Account, I created a new entity and table named as AccountMaintenance.
4. To display the tab section I added a new quick form AccountMaintenance under Account entity. On this tab I also provided the Edit and Delete links to Edit/Delete that particular Maintenance.
5. To add a new Maintenance, I added button on toolbar of AccountMaintenance form using “Dialog Action” choice.
6. To open a new page on click of Add button I created a new form AddEditAccountMaintenance under Forms section of AccountMaintenance entity. On this page I provided a Save button so that user can Save all the values.
7. Finally I added both this forms AccountMaintenance and AddEditAccountMaintenance under Smart parts of Account Detail.
8. On AddEditAccountMaintenance screen I am showing only two fields, one field is Month (which is a Picklist) and other one is Maintenance (which is a lookup). Also when I click on Add button a new screen opens and I can select both the values but when I clicked on Save button I am getting the below error.
“not-null property references a null or transient value Sage.SalesLogix.Entities.AccountMaintenance.Account”
9. To check the error I debugged this page in VS and I found that the Parent entity (i.e. Account) values were going blank on click of Save button.

The solution this issue is that “Insert Child Dialog Action” is used to pass the Parent Entity information to the insert form. This action passes the ParentId (Here, in this case AccountId is a ParentId) to the insert form while "Dialog Action" does not. I checked this by removing “Dialog Action” and replacing the same by “Insert Child Dialog Action” it solved my problem.

Generate the Next CRM Id – Understanding it the easy way

2011-05-26T00:42:00.000-07:00

Very often you come across an issue something like "Cannot insert duplicate key row in object 'dbo.Phone' with unique index 'IDX_Phon_PhoneId”. The issue clearly indicates that the primary id of record which is being inserted already exists. But how is this possible because the primary id of each record which is being inserted in Sage CRM is handled by the system. So how could this situation occur? Let me try and explain how this happens, what should be done and also how Sage CRM generates the next id.

How it Works

It starts with the eware_get_identity_id stored procedure where you need to pass the table name for whic you need the next id. If you edit the stored procedure you will see that performs the folowing steps
1. It gets the next Id from the SQL_Identity table for the specfic entity.
2. It then queries the Rep_Ranges table and fetches the record details again for the specfic table.
3. There are 5 fields in Rep_Ranges table that are used, namely
a. Range_RangeStart
b. Range_RangeEnd
c. Range_NextRangeStart
d. Range_NextRangeEnd
e. Range_Control_NextRange
4. Now, when a new id is generated (in #1) it checks the newly generated with the ranges returned in #3.
5. If the new id is out of the ranges specified i.e. the new id is less than the Range Start or is more than Range End then all the ids within the range have used up and we will have to create a new range.
6. This is a intresting part. Once the system identifies that all the range values are used up it moves ranges up by one step by updating the folowing value i.e.
a. Range_RangeStart > Range_NextRangeStart
b. Range_RangeEnd > Range_NextRangeEnd
c. Range_NextRangeStart > Range_Control_NextRange
d. Range_NextRangeEnd > Range_Control_NextRange + Limit (fixed to 10000)
e. Range_Control_NextRange > Range_Control_NextRange + Limit (fixed to 10000) - 1
7. The new id will now be the first value from the new range
8. The last and important step which system does is to update the SQL_Identity table to so eware_get_next_id will RETURN next id FROM within new range
9. At this point you have id for the new record which is to be inserted.

How the issue Occurs

The issue with the id normally occurs only when you are updating the data via a SQL import from a table via SQL cursor etc or making an entry directly in the entity. During this procedure the user normally forget to update the SQL_Identity and the Rep_Ranges tables and thus the crucial link between SQL_Identity, Rep_Ranges and the entity is broken and now they are not in sync. The SQL_Identify and Rep_Ranges table are not aware of the last id saved in the table. This results in eware_get_identity_id stored procedure returning an id which already exists

How to Fix

This issue can be fixed by following steps.
1. Get the maximum id generated for than entity. This can be done by executing the query Select max(id field) from entity
2. Once you get the max number from #1 you need to query the Rep_Ranges table and check the ranges set for the entity. For instance for Person the query would be Select * from Rep_Ranges where Range_TableId = 13.
3. This is a crucial step. Here you need to compare the max id obtained in #1 with the fields retrieved in #2.
4. If the new id is out of the ranges specified i.e. the new id is less than the Range Start or is more than Range End then all the ids within the range have used up and we will have to create a new range.

5. If the new id is out of the ranges specified i.e. the new id is less than the Range Start or is more than Range End then all the ids within the range have used up and we will have to create a new range.
6. To do this we will have to move ranges up by one step by updating the folowing value i.e.
a. Range_RangeStart > Range_NextRangeStart
b. Range_RangeEnd > Range_NextRangeEnd
c. Range_NextRangeStart > Range_Control_NextRange
d. Range_NextRangeEnd > Range_Control_NextRange + Limit (fixed to 10000)
e. Range_Control_NextRange > Range_Control_NextRange + Limit (fixed to 10000) - 1

Please note that this needs to be done for only the table for which the issue is occurring
7. This process has to be done till the newly created id (in #1) is in the range i.e. between Range Start and range End.

The changes that are mentioned here would touch the Sage CRM metadata and needs to be done carefully and by an expert. Needless to say, please take a backup of the database before making any changes to the tables.

If you find this content useful, please drop us an email at crm@greytrix.com.

Progress Externally Imported leads in Customized Workflow

2011-05-25T23:11:00.000-07:00

Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the below path. Administration > Customization > Advanced Customization > Workflow.

In one of the requirements that we came across was to import the lead using the standard lead import. But the catch here was that the newly imported lead should be set to the first workflow stage. This does not seem to work by default. We analysed such lead records in database to find what’s going wrong and found that the workflow itself was not assigned for these leads. I came to know that the standard workflow for lead entity has been modified to the new one. Then I tried the same lead import functionality with standard workflow on and for imported leads it displayed new rule saying “Process Lead”. I suppose this the transitional rule for putting imported leads back in standard workflow. Well, then created same rule under customized workflow of Lead entity and enabled the same. After Process Led rule I put the workflow in New Lead stage and now I can pretty well progress workflow for imported leads also.

If you find this content useful, please drop us an email at crm@greytrix.com.

Sage CRM with Google Maps

2011-05-21T02:46:00.000-07:00

Our customer means a world to us so how about putting the customers on the world itself.

In Sage CRM there are existing add-ons which enable us to pin point a certain customer on the map. The Google powerful mapping features allows you to note the driving directions to his office and use the advance features like the street view and even peep into his office :). As a sales person…err… as a good sales person I would need to know where my customers are located across the state, country or the world. Greytrix had designed a page which will list the customers across the country and here is how it looks.

The layout will give you an idea of where your customers are geographically located. Apart from this other observations could include if they are all clustered at same place. This would mean that the marketing and sales on other regions are not up to the mark. Is there a trend that can be logically drawn by seeing their locations etc.?

Depending on the sales the markers can be set different colors. So your top 5 customers in terms of Sales revenue will be marked in Red. The next 10 can be marked in Orange and so on. So at a glance you will be able to see your top customers and how they are placed in the region. We have also given the option to redirect the user to the respective company once the marker is clicked so that use will get all the information about the customer.

Apart from this certain info like the phone number and email address can be shown to the user when the user moves the mouse over the marker. Interestingly we have even provided the option to edit this or any other info that appears in the information window when you hover the mouse over the marker.

This is just with the Sage CRM data. Just think if we can the maps in Sage CRM with the data in Sage CRM and Accpac then you have a whole new set of features and data. The possibilities are endless, isn’t it?

If you find this content useful, please drop us an email at crm@greytrix.com.

Sage CRM – MAS 90/200 EES Suite Extensions – Sales Dashboard

2011-05-19T05:34:00.001-07:00

Another one in the Sage CRM – EES basket :). After the integration of the RMA entry screen with case entity in Sage CRM

Greytrix is back with another one. This one provides the user with a dashboard which shows the data from MAS in a graphical format. Since we have used the Fusion Chart control we are able to show the graph that are richer in terms of user interface and provides the user in Sage CRM a 360 degree view to the customer.

The graph can show information like

- YTD Revenue: Cumulated shipped and invoiced orders in MAS90

- YTD Bookings: Cumulated Open orders in MAS 90

We can show a lot of statistically important information which is residing in MAS. There is also the option of showing a graph which shows data from MAS as well as Sage CRM. The possibilities are endless.

I don’t have to emphasize how importance the graphical information would be to a sales person or his manager without having the need to login to MAS.

If you find this content useful, please drop us an email at crm@greytrix.com.

Password Security for Sage CRM Self Service Portal

2011-05-18T05:21:00.001-07:00

Secured password is mandatory feature in any application. If your password is not encrypted/ secured then there is a possibility of security violation or can anyone hack your password. To avoid these kinds of issues your password should be well formed and follow some rules.

Sage CRM includes two major modules that are:

- Sage CRM for organization users

- Sage CRM Self Service Portal for client login

In both of the above systems, user has to enter his credential (User ID and Password) while login into the system. These credentials cab be set by CRM User or Self Service User.

Password Security provided for Sage CRM User logon:

In Sage CRM, for CRM user we can set user id and password from

Administration > Users > Users > Find User> Go to User Summary area as:

Now here as you can see the password that has been set for the user is not predictable as it is encrypted on the screen as well as at the database level.

Also this password can be validated based on certain conditions like:

- Your password must be a minimum of 8 characters long.

- Your password must contain at least one numeric character.

- Your password must contain at least one upper case, one lower-case letter.

- Your password can not match your user name.

- Your password can not match the reverse of your user name

We can configure above listed password validation from Administration > Users > Security > Password Policies. Navigation to this link redirects you to the below screen from where you can set password validation based on user rights.

On click of any of above link you will get below screen to set password validations as:

Password Security for Sage CRM Self Service User logon:

In standard Sage CRM there is Self Service tab against the Person entity from where CRM user can enable and set self service user credentials (his logon and password) as:

As you can see above:

- The password field is visible to all the users.

- There is no way to set the password encryption.

- Like CRM Password Policies there is no technique to set password validation rules.

As a part of protected system, the self service user password has to be safe and need to follow above points.

So we have developed a tool which allows user to available secured password.

1. Enable Self Service:

We have provided a method using which user can enable Self Service for a particular person’s summary. For more details you can refer our blog link:

http://sagecrmaddons.blogspot.com/2009/07/enable-self-service-for-person-directly.html

2. Mail to Self Service User:

To notify CRM Person/ Self Service User that user credential for Self Service user we have send an email to them with their credentials to be used for login.

3. Change Password for Self Service User with encryption:

As like standard, CRM user can change the password from Self Service tab (present at Person level). But CRM user will be able to get the plain text password using our utility. The password would always be shown as encrypted on the screen. Password would be encrypted on screen as well as at database level.

4. Password Validations:

We have also provided password authentications at Self Service Portal Password Change functionality same as that of CRM Password Policies.

The password would be validated based on below conditions:

- Your password MUST be at least 8 characters and maximum 12 characters long.

- It MUST be Alphanumeric.

- It MUST contain at least one uppercase letter.

- It MUST contain two special characters.

We can change above criteria as per the requirement.

For further queries or more information regarding this you can drop us an email at crm@greytrix.com.

If you find this content useful, please drop us an email at crm@greytrix.com.

Sage CRM – MAS 90/200 EES Suite Extensions – RMA integration with Case

2011-05-08T22:12:00.000-07:00

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 I am comparing the two products (I will save it for later :)). I would like to take this opportunity to introduce certain features and enhancements, which we will be referring as “EES Extensions” that we have developed and integrated with Sage CRM and MAS 90 EES. These are not path breaking or mind boggling innovative stuff but rather small pieces functionality which will integrate the tw0 system more tightly.

For the first EES Extensions, we have RMA screen from MAS 90/200 integrated with Sage CRM Case entity in Sage CRM. As you know, with the RMA module, you can easily print or fax notifications to customers and print receiving documents to alert warehouse personnel of pending returns. After the goods are received and inspected, they can be returned to inventory, identified as items for repair, or scrapped. Then, Sage MAS 90/200 automatically generates all the appropriate transactions, including credit memos, replacement orders, purchase orders and vendor returns. This complete, end-to-end solution saves hours of data entry and eliminates the need to search through file drawers for supporting historical documents. This is absolutely fine but what about your customer who has returned the product. You cannot ignore him especially when your accounting system is integrated with a CRM. Here is where the EES extension jumps in.

With this EES Extension, when the user creates a RMA entry the system would create a Case in Sage CRM on real time basis. Once the case is in CRM, the SLA, escalation and workflow can then take over to provide a better customer support. This would be more an end to end and complete solution that not only saves hours of data entry but also have a happy customer.

We will be adding more and more of extensions in near future so lookout for these goodies from Greytrix.

If you find this content useful, please drop us an email at crm@greytrix.com.

Using Id fields of entities on screens and lists

2011-05-04T06:34:00.000-07:00

Ideally speaking this will not be an out of box feature that everybody needs in CRM, however I came across many such requirements these days where people either wanted to use id fields on the screen as unique reference values. Some just wanted to display them on the screen for viewing purpose. Some wanted to put them in the list for ordering. I will be discussing the today’s topic based on the similar grounds. Throughout the write up I will take up opportunity entity for explanation.

ID value to be used just for viewing purpose:

Suppose you want Opportunity ID only to be displayed on the summary screen only for viewing purpose. For this create a new field under opportunity entity of size 1 char. Place it on the opportunity screen (Opportunity Detail Screen). On Create script of the newly created field get the opportunity id from context. Put the value in the caption part and then make the field read-only. Refer below given code snippet

var CurrOppoId = eWare.GetContextInfo("Opportunity","Oppo_opportunityid")
Caption="Opportunity ID: "+ CurrOppoId;
Readonly=true;

ID value to be used for checking uniqueness as an alternate to reference Id:

Yes we can create stored procedure fields In CRM to generate reference id’s for the entities, however when the table size grows and insert operations become slow, running the procedures prior to insert operation add up to the task. Again we need this only for finding unique records through search screen or add them in the list for ordering purpose so we can also use the already existing unique factor i.e. ID value. Below is how you can achieve the same.

1. Create a dummy integer field in entity. E.g.Oppo_DummyOppoId.

2. Add this field to OpportunitySearchBox, OpportunityFilterBox etc. i.e. wherever needed for searching purpose.

3. Add the same to OpportunityDetailBox if you want to display it on summary screen as well but do not forget to make it readonly.

4. As now we are done with adding dummy field everywhere you have to write either a Table level script or SQL trigger to update the id value (Oppo_OpportunityId) of the record being inserted in this dummy field (Oppo_DummyOppoId).

5. You can add the similar field on the list boxes too in order to apply order by clause based on ID value.

If you find this content useful, please drop us an email at crm@greytrix.com.

Order and Quote Reference Number

2011-04-29T22:40:00.000-07:00

In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is "ORD-#O/#N" where ORD is constant, #O is the opportunity id and #N is the incremental number. Like all good practices, Sage CRM has made this format configurable to the administrator. To make changes to this format you need to access Administration -> Data Management -> Products under the Product Configuration tab

However the formatting options are not documented but we have retrieved some of them which we have tried and tested. I am listing it down for your reference.

#O = Opportunity Id
#N = Next order number for opportunity
#D = Day
#M = Month
#Y = Year
#U - Current logged on user as an ID
#L - Current logged on user as a string
#C - Current logged on Team as an ID.

So a format string "SO-#Y/#O/#N" will produce references like "SO-11/102/1" where 11 is the year and 102 is the opportunity ID.

If you get your hands on more formatting options then feel free to share.

If you find this content useful, please drop us an email at crm@greytrix.com.

Notification in CRM

2011-04-28T04:25:00.000-07:00

In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from.

Notification at escalation rule.
Notification at entity level.

Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your requirement.

Notification at Escalation

You can configure a notification from Escalation under following location

Administration > Advanced Customization > Escalation

In escalation rule there is workflow action “Show Notication on screen”. By using this we can create a notification on screen. In escalation rule we can attach an entity or view which contains the information we want to show or has the condition that will initiate notification.

Notification at Entity Level

At entity level, we can set a notification by following link

Administration > Customization > > Notification

In entity level, we only have access to the fields of entity under which the notification is created. For e.g. if you have an entity notification under Cases entity then you will not be able to add fields like company address, company phone etc.

So we have two ways to display the notification to the user with each having owns strengths and weakness.

If you find this content useful, please drop us an email at crm@greytrix.com.

Sage CRM .Net API Check Points

2011-04-25T06:35:00.000-07:00

In my past blog posts, I had mainly concentrated on the data security and management. I this post I will talk more about code base security. In day to day life the code security is most important task of management. Sage CRM has incorporated code base security by using .Net API. From Sage CRM 6.1 version Sage has provided .Net API which has made coding as well as life easiest.

In the latest Sage CRM versions Sage has improved an added many features for developer to use. Now if you are using .Net API and experienced any hurdle/problem then you can have a look at the below check points.

1. System’s Dot Net Dll Directory Path:

Sometimes whenever we prepare UAT or Development system, we usually restore the production database backup and maintain the latest system. In this case what happen is:

- We are not able to get the “.Net Admin” option at Administration > System as:

- Not able to get the “customdotnetdll” option in the “Action” at Tab level customization as:

Now if you are facing this issue then you can try below settings and check:

- Basically Sage CRM stores the path where we should put the Dot Net Dlls. That path is set in the custom_sysparams table.

- You have to fire the below query in your CRM database to set the correct path. Generally this path is default to you CRM instance path (e.g. “C:\Sage\CRM\\CustomDotNet\”)

UPDATE custom_sysparams SET parm_value='C:\Sage\CRM\\CustomDotNet\'

WHERE parm_name = 'DotNetDllDirectory'

- After this data update, you will have to do CRM metadata refresh and IIS reset.

2. Calling dot net dll at tab level or from within dll methods:

Few days back I was working on the application in which I was supposed to call one dll on a company tab group named as Greytrix.CRM.dll. And the second dll named as CRMProject.dll at Opportunity tab level. I had added the new tab at company level with:

- Custom Dot Net Dll Name = Greytrix.CRM

- Method Name = RunCompnayTab

Same way at opportunity level as:

- Custom Dot Net Dll Name = Project

- Method Name = RunCompnayTab

Now here the tab at opportunity level is working fine but at company level I was getting the error message as:

After some investigation I came to know that if the DLL name contains the “.” in the name itself (like Greytrix.CRM) then we have to use it with “.dll” (like Greytrix.CRM.dll). These steps should also be followed whether preparing URLs in the solution code.

If you find this content useful, please drop us an email at crm@greytrix.com.

Phone and Email Structure Changed in Sage CRM7.1

2011-04-21T05:08:00.000-07:00

In the Sage CRM version we found that Sage has done away with the Pers_PhoneCountryCode, Pers_PhoneAreaCode and Pers_PhoneNumber fields for phone and Pers_FaxCountryCode, Pers_FaxAreaCode and Pers_FaxNumber for fax numbers which were part of the person table. Likewise, the pers_emailaddress field has been excluded from the person table.

Now this data would be stored in Phone and PhoneLink table and will be linked to the person in the person table. The phone table would store the phone number and the link table would specify if it was linked to company and/or person. Similarly the Email data is stored in Email and EmailLink table.

Pretty neat!! I never quite understood why CRM was storing the same information at two different places.

So all the customizations/scripts that were referring the phone and email fields better watch our when you do the upgrade. These scripts would tend to crash and hence you will have to make the necessary modification to refer the new fields.

The next thing on my wish list is to enter any number of phone records and should not be restricted to the ones shown on the screen. I can very well have customers who have 2 business phone numbers in my CRM. I wonder when this idea will see the light of the day.

If you find this content useful, please drop us an email at crm@greytrix.com.

GUMU MAS Integration now for your Sage CRM - Sage MAS 90 EES – Part II

2011-04-20T08:23:00.000-07:00

In our earlier post you read about the key points of our GUMU MAS EES which works parallel with your SageCRM – Sage MAS 90/200 EES.

http://sagecrmaddons.blogspot.com/2011/04/gumu-mas-integration-now-for-your-sage.html

Now is the time to actually see how it works and how your data flows REAL TIME in your Sage CRM - Sage MAS 90/200 EES using GUMU MAS EES.

On successful installation of your GUMU MAS EES, you will see 4 new TABS in your SageCRM system. I am sure you will have concern about giving access of your information to one or all, let’s discuss the Security matrix a bit later. For now let’s see what Data is seen in these Tabs in your Sage CRM. It’s all Real-Time from your Sage MAS90/200

1. AR Inquiry Tab :- Under this tab, you can view the entire AR invoice list for particular company from Sage MAS on real time basis.

You can drill down to any invoice by clicking details of that particular invoice, which displays total along with line item details. Let’s see invoice details for invoice number 0100073.

2. Order Inquiry :- This tab displays list of all the orders from Sage MAS 90 on a real time basis

You can go into more information by clicking Details of particular Sales order. This will display the Order header, order detail and order details for that particular order number. Let’s see order number 256

3. Sales Summary :- This tab displays sales summary for the selected fiscal year and fiscal period. It displays like Sales, Cost of goods Sold, Cash received, No. of invoices, Finance Charges, & No. of financial charges

4. Item Sales history :- This tab displays sales history for a particular item in selected fiscal year and Ship to code for all the periods. It displays information like QTY sold, Dollars sold, Cost sold, Qty return, Prior year qty, var% i.e. the amount of percentage increase or decrease compared to last fiscal year.

That was about GUMU MAS EES. We’ve see a lot of data REAL TIME from Sage MAS into your Sage CRM but does all this data need to be shown to all. In our GUMU solutions we provide the Admin user with a Security Matrix for providing access to the users depending on their role and need to view this confidential data.

Security Matrix:

This was about GUMU MAS EES. And yes, it is customizable so if you are looking into anything specific it can be made to fit your business needs.

Have a GUMU Day!

If you find this content useful, please drop us an email at sage@greytrix.com.

Sorting Country Selection

2011-04-16T01:46:00.000-07:00

In Sage CRM the selection lists like country is sorted aphetically. “So how else do you expect it to be” would be the next question, isn’t it. But say, your most or all customers are in US or Canada and every time you create a new customer you have to scroll till you reach US or other country.

One way to avoid the scrolling would be to remove all the countries and just keep the ones you have the customers located. But this list can also be very long. If you need to set a couple of countries like US or Canada right at the top of the list so that it becomes easy for the user to select it while creating or updating records.

To achieve this functionality under Sage CRM we have following alternative steps given below.

1) Log in to Sage CRM.

2) Go to Administration-> Customization -> Secondary Entity (drop down list) -> Address ->Fields.

3) Set the position of the country in selection list.

4) Click on the save button.

5) Please refer the below query to check the order of country you have set in Sage CRM

select Capt_Code,Capt_US,Capt_Order from Custom_Captions where Capt_Family='addr_country' and capt_deleted is null order by Capt_Order asc

6) Ideally if you change the order the list should change automatically but it does not as the list is sorted based on country name. Hence we will have to do some client side scripting to move the names of the country to top or bottom.

A less elegant solution but effective would be to have a single in the beginning of the caption names for US and Canada so that they will be displayed on top once the list is sorted by name.

GUMU MAS Integration now for your Sage CRM - Sage MAS 90 EES – Part I

2011-04-15T05:07:00.000-07:00

Get REAL TIME information in your Sage CRM - Sage MAS EES..Yes, its True!!
We are glad to announce the release of our new solution GUMU MAS EES. Your favorite GUMU for SageCRM - Sage MAS90/200 Integration features now packed in a new solution which works parallel with SageCRM – Sage MAS 90/200 EES. So basically we now have two solutions

* GUMU MAS 90 - One for your Standalone Sage MAS and Sage CRM system
* GUMU MAS EES – Two for your Sage CRM - Sage MAS 90/200 EES system

The first question ofcoz what special can we offer to our SageCRM - Sage MAS 90/200 EES users.

1) Functionality of Sage MAS 90/200 EES with their standard integration routines
2) GUMU features like viewing REAL TIME transaction data and Order Entry functionality from within your SageCRM

Isn’t the Order Entry functionality exciting, let us explain it in more detail? (This has been one of the favorite feature of GUMU MAS Integration which you can now offer to SageCRM – Sage MAS90/200 EES users.)

There occurs instances when you would like to access Sage CRM through browser in the network or from the internet (outside network through static IP/ or terminal services) and would like to access data on real time basis. This is now possible with our GUMU MAS EES
For this you just have to make sure that
1) GUMU link should be installed on the CRM server
2) MAS server should be connected to CRM server

Once this is setup GUMU will help you not only to create orders but also promote the orders to MAS. So you can use EES functionality when you are on your machine where MAS workstation is installed and of course while you are accessing CRM using the network or internet then its GUMU MAS EES.

I am sure your next question would be how would that be possible from where will you get products and pricing for creating orders from within SageCRM while using Sage MAS EES.

GUMU MAS EES imports all the products along with respective pricings in Sage CRM for creating orders.

While we are completing this Blog, we are working towards the next one for more on our GUMU MAS EES, how it actually works and how you can see Real Time information in your Sage CRM and Promote Orders. In the meantime for any queries, please email us on sage@greytrix.com.

Show External Attendees in a Sage CRM 7.1 List for an Appointment

2011-04-14T22:30:00.000-07:00

In my earlier post related to Sage CRM 7.1 – External Attendee, I had highlighted new features provided by of Sage CRM 7.1 i.e. External Attendees. Please refer below link:

http://sagecrmaddons.blogspot.com/2011/03/sage-crm-71-add-attendees-for.html

As we all know using External Attendees functionality we can maintain and manipulate the multi-person linked appointments very efficiently. But as per my perspective not only the data managing is but data presentation is also one of the important aspects. What is the use of managing the data if it is not presented correctly?

Yes I am talking about displaying the attendee data on a communication list. Showing the attendee data on grid will be helpful to identify who and how many of members going be a part of the meeting.

We, at Greytrix have developed a routine which helps to get the list of attendee data in a standard list as shown in the below figure:

Note: Please click the images to enlarge them.

We can also show the list all related people added to the communication in Sage CRM (6.1, 6.2 and 7.0) where relationship is used.

If you find this content useful, please drop us an email at crm@greytrix.com.

Escalation Rules

2011-04-08T00:07:00.000-07:00

This post is a result of an observation made by one of our reseller friends in the partner forums. This was a wonderful post and I thought of sharing it with everybody.

The escalations in Sage CRM are a excellent feature but there is some confusion on how they are initiated and fired, do they require some informative action to have them executed etc. This is one of the series of blogs that I intend to write for the understanding of escalations and workflow for mere mortals like myself who are not able to some decipher the “simple” Sage CRM System Administrator guide.

In Sage CRM 6.2 the escalations were not executing that only had a set column value. This was pretty absurd. I mean I can understand that Sage CRM needs to update the user that a particular field in updated from X to Y. This is OK if there are just one or two notifications in a day. Imagine having 40 to 50 notifications every day on your screen is not a very good thing. Sage CRM support acknowledged that this was not a best approach and claimed that this should all have been fixed in 6.2g. It is also important to note whether or not you are using the Escalation Service. If you have got Use Escalation service set to Yes (under Admin\Advanced Customization\Workflow and Escalation Configuration) then the eware.dll will only process Escalation rules that have a notify action.

If you set Use Escalation Service to No then you should see this escalation rule working pretty immediately as it will get processed by the eware.dll whenever there is someone logged on.

Hope this helps.

Block User tab Customization

2011-04-07T00:10:00.000-07:00

Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a way for user to customize the way the tabs are displayed in his context of company, person etc. You can see at the end of tabs panel there is an image with three white dots clicking which you can open the user tab customization window. User can add or remove the tabs of his choice as per the view needed.

The above screenshot is of Person context. Here user can remove the tabs if he doesn’t want to see them in his view.

However the requirement in my internal CRM was not to allow users to play around the tabs and they must not change the user’s tab-group view. In short I want to block the User tab Customization area for the users. Well, this seems to be quite complicated task, but through client side script it is fairly simple job. Basically the tab to access this functionality is an image with three white dots named UserCustomizeTab.gif. All we have to do is just to find this image tag and disable the on-click event for the same from client side. Below given is the client side script that can be used for the same.

Script

< script for=window event=onload >
fn_onload();
< /script >

< script language=javascript >
//'Onload function
function fn_onload()
{
var ObjAllImages = document.getElementsByTagName("IMG");
for(i=0;i < =ObjAllImages.length-1;i++)
{
sTabImgSRC = ObjAllImages[i].src;
sTabImgSRC = new String(sTabImgSRC);
if(sTabImgSRC.search("UserCustomizeTab.gif") > =0)
{
ObjAllImages[i].onclick = function(){ return false;
} } } }
< /script >

This script will disable the User tab customization popup. Well, I tried this script on person summary screen and it works fine. But this won’t work if I switch the tab let’s say from Summary to Quick Look as I will be losing the context of the screen where the script is written. So to achieve the same on all the tabs we have to write the client side code in tab name translation. Summary tab name that is displayed comes from the translations. We have to find this translation and write above client side script on the same. This way even if the screen on tab summary doesn’t load, summary translation does loads and hence our script will run every time in the person context. You can go through the Jeff’s blog to understand how to add client side scripts in translations.

If you find this content useful, please drop us an email at crm@greytrix.com.

Sage CRM 7.1: Add Attendees for an Appointment

2011-03-30T03:37:00.000-07:00

Few days back I had a conference meeting with my one of important client. This call had been included around 8-10 members from client side working with different positions within different department and 4-6 persons from our organization. Before this meeting I was trying to create an appointment which was supposed to consist of all the people attending the call.

Actually we were using Sage CRM 6.2 for internal purpose to maintain the data. We keep the information of clients, associated contacts, communications (to do and meetings), cases, new leads and opportunities etc. Now in order to schedule the above meeting in Sage CRM I created an appointment and as per the standard CRM process that communication got attached against a single person. I was managed to add multiple users to the commutation and was looking for a workaround which will allow me to associate multiple people who would be there in meeting.

Yes, in Sage CRM 6.2, there is Related Persons tab which is available at communication (Tasks/ Appointments) level. Basically this tab is based on Relationship functionality. This tab lists out all the members related to communication but not specifies the Company or other important data. Also we can not add more than one person at a time.

Then I came across with the latest Sage CRM 7.1 version. When I had a look at the appointments in it the first thought that was come in mind was “Yes, this is what I am looking for”. Sage CRM 7.1 has introduced a new interesting feature “External Attendees”.

1. External Attendees tab is available only for appointment type of communications.

2. This tab list out all the meeting members who will be attending the call or meeting.

3. You can add any number of people belonging to different companies from here, there is no restriction on Company.

4. You can add/ remove an attendee by using “Add Attendees to Appointment” and “Remove Selected Attendees from Appointment” buttons.

5. When click on “Add Attendees to Appointment” button user is presented to the find screen from where user can find persons and add as an attendee to the communication.

6. One more attractive feature is that we can add multiple attendees at the same time by using the Select option as:

Sage CRM has made life very easy and automated; you would definitely like this characteristic.

Note: Please click the images to enlarge them.

If you find this content useful, please drop us an email at crm@greytrix.com.

Permissions error on document drop

2011-03-25T02:10:00.000-07:00

Documents and library are the most efficient and useful functionalities in Sage CRM, however when we plan to move library folder to some other storage media or on other server there are number of security concerns that must be taken into consideration. We have posted several topics on this blog site to help you with maximum settings needed to be changed. Just adding one more post to that knowledgebase.

Some days ago I came across the error on document drop functionality. The error description was like “An error occurred saving the document to the library”. The error was occurring on some of the workstations. Wondering why this might be happening. Is it because of the network settings or domain authentication setup in IIS?

What I understood till date is for library functionality to work, an user used for anonymous login to your web application or CRM to be specific, must have rights to write to the physical path under library. You need to check which user account is used for anonymous logon through IIS. To do so you can follow below instructions.

1. Click on Start >> Run.
2. Type in “inetmgr” to enter in IIS.
3. Under server name expand Web Sites and the expand Default Web site.
4. Right click on the directory of your CRM version and go to Properties.
5. Click on Directory Security tab and then Edit button under Anonymous Access and authentication control section.
6. See which user is set here for anonymous logon.

After finding the user as above go to Library folder of your Sage CRM installation. Right click the same and go to Properties >> Security tab. If above user is not available in the list here add it from the Add button and give full control by checking “Full Control” checkbox for that user. Click OK to save changes.

If you are using domain user as anonymous user you may even need to configure it as impersonate user under Administration >> Email and Documents >> Documents and Reports Configuration.

Well, there might be several possibilities to cause the error, but this is what I followed to resolve my problem. Something is better than nothing :-)...

If you find this content useful, please drop us an email at crm@greytrix.com.

Usage of AJAX in Sage CRM

2011-03-17T04:44:00.000-07:00

Everyone must be aware of using AJAX Request and Response functionality. Has anyone thought of implementing AJAX functionality in Sage CRM? Well, the answer is yes, you can use the AJAX functionality from within Sage CRM.

Some days ago, I came across a request on the forum stating that fetching the response from Web service after sending one of the parameter to the web service URL and fill the responses in the different fields of sage CRM.

The requirement was such that there will be one button on edit mode case summary screen and this button will be accessing the web service and by reading one of the parameter available on this screen and fetch the responses using AJAX response method and fill the same in case fields. Sample codes for AJAX request/response can easily be found on the web.

You can also make use of AJAX functionality wherever you are using Iframe to fill the data in the fields. It has one more advantage over Iframe is that it works in any browser window (like IE, Mozilla etc) without any exceptions whereas Iframe is not compatible on Mozilla and Safari.

There are other methods to get the data from server without using Iframe and not compromising on the performance. This can be done using the JQuery. This is slightly different approach but very promising and will only improve in the coming years.

If you find this content useful, please drop us an email at crm@greytrix.com.

Mass Update and Territory Update In Sage CRM

2011-03-14T02:00:00.000-07:00

In day-to-day life Data Manipulation and Data Security is one of the most essential farm duties need to keep up in an organization. In the business where data is maintained in a huge way in Sage CRM, need proper data maintenance in order to provide better sanctuary and good performance. Now to achieve the data safety and performance in CRM System Administrator has to take care of certain tasks like:

1. Data bring up to date; that means if the system holds large amount of data and need to update particular data based on there expiry. For example user wants to update opportunities which are created 2 years ago with the status as achieve.
2. If new security territories are added to the CRM system and need to migrate some of the clients data from one territory to another based on some conditions. Here user has to make sure that there should be no security problems arise.

To handle above jobs, Sage CRM has provided very nice functionality “Mass Update” and “Update Territory”. These options allow us to perform bulk update on a set of record.

1. “Mass Update” and “Update Territory” options are available only to System Administrator.

2. These functionalities are presented in Sage CRM at Group level.

3. By default these preferences are not available. You can allow the same by navigating to Administration | System | System Behavior and set “Allow mass update and update territory” property to Yes.

4. Now whenever you will create a new group or navigate to the existing group you will find new buttons Mass Update and Update Territory. (Refer below screen shot.)

Note: Please click the images to enlarge them.

5. Please note that “Update Territory” button is only present if the group is created for Person or Company. We can use this process only with Person’s or Company’s territory alteration.

6. The mass update option let you do the bulk update on the selected fields for the selected data rows included in the current group. For example if you have 100 opportunities created before 2 years ago and currently there is no progress on the same. And user (system administrator) would like to update the status of all of them to “Archived”. Here you just need to create a group against opportunity entity which will list out all the opportunities satisfying your condition.

7. On click of Mass Update button redirects you to the list of fields to be updated with new value. From here you will have to select fields (in our case select oppo_status). Then will have to select new value to be updated in the field. Continue will modify all the data.

8. Using update territories, you can update the territory field in the selected data coming under a group. For example, if you created a new security territory in CRM. And you have created a group of customers that need to be belonged to this new territory. Then you can do this simply by using “Update Territory”. In which it will first asks for new territory and then further move the group’s data into the selected territory.

Note: The System Administrator should make sure that they have a full CRM database backup before proceeding with bulk update (using mass update or update territory). Also ensure that all users are logged out of the system whenever applying a territory update.

If you find this content useful, please drop us an email at crm@greytrix.com.

Document Filter Functionality in Sage CRM

2011-03-01T06:20:00.000-08:00

In Sage CRM under any other entity, you have a filter screen for document as well. Using this screen you can search documents using the status, type etc.

But each user is assigned to a document and he or she is called the account manager. Presently all the account managers can see all the documents under this tab. In your office you have individual desks for each employee where the documents can be stored and you would expect that one employee would not try and find out the contents of the colleague sitting next to him. Then why this principle should be compromised when it comes to documents in Sage CRM.

Using some java script we were able to filer the document and show the user only those documents of which he or she is the owner. So you will not be able to see document which you have not created.
(Please refer the below screenshot)

Note: Please click the images to enlarge them.

If you find this content useful, please drop us an email at crm@greytrix.com.

Phone Email block on a single screen

2011-02-28T21:22:00.000-08:00

In my previous blog, I had explained how the phone and email blocks are validated.
http://sagecrmaddons.blogspot.com/2011/02/phone-and-email-can-now-be-validated.html

In this blog I will be explaining how the Phone and Email block are shown on a single screen. Some days ago one of our clients came with the custom requirement where he wants to show the Person block, Address, Phone block, Email block on a single screen when click on the workflow rule of Case.

Well, as all of you know Phone and Email screens are not available like Person Entry Screen and Address Entry Screen for customization. Though you can create the Email screen but what about the Phone screen?

Well, after some RND stuff, I found the way to display the same. Let me explain how I done this. On the workflow rule I just called an asp page and I used Sage CRM standard method to display this Person entry screen and Address blocks. To show the email block, I just created simple Email block for displaying email block. Now, I just remain with the display of Phone block. For displaying this I used the record set of Phone for that particular person and handling the same in the Edit mode and View mode. Refer below screen shot.

Here, Change button will open the screen in Edit mode in which all the fields of phone block will be visible for editing. The New Address button will create a new pop up where user can create the new address for the primary person of case.

Here, the only difference while viewing the phone block from view mode and edit mode is that all the type (Mobile, Fax, Home, Office etc.) are visible in Edit mode whereas in view mode it will show only those types that are filled for primary person of that case.

The Save button will redirect to the Case Summary screen and Cancel button will redirect to the previous screen.

Hope everyone would like to have this functionality of showing all these mentioned screen on a single screen.

Note: Please click the images to enlarge them.

If you find this content useful, please drop us an email at crm@greytrix.com.

Copying Opportunity and Quotes

2011-02-24T21:25:00.000-08:00

We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy

Existing Quote from Source Company to Destination Company. In addition to this, they also needed to copy opportunity attached with that quote to another company.
To achieve the same we did some customization at opportunity list screen in which we made available one button named as “Copy Existing Quote” which you can see below.

On the click of this button below screen opens, here user have to select company to which he wants to copy Opportunity and Quotes. This 3 fields are inter related with each other i.e On selection of Company its opportunities and Quotes will get filter accordingly in Opportunity drop down list and Quote drop down list. In same way on selection of opportunity its related company and quotes will get filter and same will have happen with the selection of quotes.

All the fields on the screen are mandatory. To begin with the copying process user has to click on Continue button given on the screen. User will be redirected to Opportunity List screen where you can find the copied opportunity.

Attached Company Library Document in Email

2011-02-19T10:08:00.000-08:00

In standard CRM, when user clicks on “New Email” button there is functionality to attach all global documents, local documents and send mail. The below screen shot is for standard functionality in CRM.

But what if somebody wants to show only company library documents and attach the same to the mail i.e. you should see only documents linked to the company for whom the email is being composed. Here is how we can do it.
1. In CRM ”Document “tab, we will add a new button “New Email” for attaching company library document.(Refer below screen)

2. When user will click on “New Email” Button new email screen will be opened.(Refer below screen)

3. Whenever user will click on “Finder “Button of “To add a global document, select the file and click Upload attachment” all documents which has been attached in company library list will be popped up on a screen. (Refer below screen).

4. Then user will be able to select the particular file and can attach the same to the email.(Refer below screen)

5. When the user clicks on the Send button, email with the selected document as attachment will be sent.
6. We can implement above mentioned functionality on the Document tabs of Person, Opportunity, Case and Order, Solution entities.
7. “Finder “button functionality will become same as per the standard Send Email button.(Refer below screen shot)

Note: Please click the images to enlarge them.

If you find this content useful, please drop us an email at crm@greytrix.com.

Phone and Email can now be validated

2011-02-10T21:25:00.001-08:00

In the past (and I mean really in past) the mode of communication were pigeons and in more recent past it was messengers who would pass information and messages from once place to another. Please note that the messengers specified in the above line were actually people and should not to be confused with present messenger software like MSN, Yahoo etc. There obviously a vast difference between the two. The earlier messengers were more reliable :).

In today’s fast and competitive world email and phones are used as the modes of communication. Even though these two occupy a very small place in entire Sage CRM they, in turn, are the most important pieces of information if you need to get in touch with your customer. Don’t you think that when the data is being entered or undated in these screens should be valid? I certainly think so.

Considering how the Sage CRM is designed and CTI integration functionality in embedded in Sage CRM one does not get a chance to do much screen level validation of numbers or email address on the phone and email screen. Having said that we, at Greytrix, have devised a way to get the data on this screen validated and verified during new entry and during update as well. We have even auto populated the state and the phone area code based on the zip code selected by the user. This is just a small example of validations are possible on the phone and email screen in Sage CRM. Other validations that have come up are validations of number of characters in area code and phone number etc. We can certainly incorporate more validations based on the customer request. This means that one screen which was out of our grabs all this which is now customizable.

Good going guys, keep it up.

Communications in Forum View

2011-02-03T08:54:00.000-08:00

Sounds like an interesting topic, isn’t it? Recently one of our clients came with custom requirement where he wants to show the communications in forum view in Sage CRM. Well, we took this interesting challenge and got success.

Let me explain how it can be done, the features of this functionality are and how it looks in Sage CRM.

Well, this can be done in Sage CRM by creating custom ASP page and call it wherever you want to display the list of all the communications with details. Here, I displayed the same under case entity. You can change it to display under Person, Company, Opportunity and other custom entities.

Note: Please click the images to enlarge them.

This list will include the 3 columns where first column contains the information of Created By, Updated Date and Updated By in case of task and appointment type of communication. For E-mail type of communication we had shown the detail of mail sender. The second column is for displaying the details of the communications whereas the third column is used to provide the Edit and Reply button functionality.

Here, I have provided New Task, New Appointment and New Email button as communications can be among one of the above. The list screen will allow the user to view the entire contents of the communications in a list format.

For task and appointment, “Edit” link will be displayed and for email “Reply” link will be displayed. On click of Edit button the user can change the communication details and again save the same and on click of reply button, new e-mail screen will be opened from where the user can send mail to the others users/persons .

The main feature of this functionality includes

1. The user can see the all the communications for that particular entity (Here, for case entity) on a single page.

2. The user can edit any communication by clicking Edit and Reply button.

3. The user can see all the details of all the communications for that particular entity on a single page. Here, I had just shown few details, if want can add more details of communications.

4. The User can create New Task, New Appointment and New E-mail on a single page by clicking on appropriate buttons. (Please refer screen shot)

Hope many of us would like to have this functionality with the above listed features to expand the business process.

If you find this content useful, please drop us an email at crm@greytrix.com.

Mail Merge Template

2011-02-02T09:51:00.000-08:00

Everybody must be aware of Sage CRM standard mail merge functionality. Does anybody know how to create the merge templates? Also use the same while sending mail.

Suppose you want to send the mail to the person or group of persons through the mail merge functionality. However, the whole mail content except the Person details is same.

Let me explain the steps to create the merged template.
1. Select the entity for which you want to create the merged document (Here. Person)
2. Click on the New Document from main menu. (Refer below screen shot)

3. New document screen for choosing Letter options will be opened.

4. Click on Continue button that will open new word document and you can insert the fields from the Insert Merge filed option under Mailings tab.

5. Save this document on the disk. Here, you can create the document as per your requirement.
6. After saving just merge this local template by following the 2nd and 3rd point.
7. Now, you are ready to send this document with your mail as an attachment to that person.
8. To send the mail to the group of peoples then just create a group under the Groups tab in My CRM section and add the group of peoples in that group.

For more details, you can also refer our blog on Print Avery Labels from CRM. Here is the link. http://sagecrmaddons.blogspot.com/2010/04/print-avery-labels-from-crm.html

Note: Please click the images to enlarge them.

If you find this content useful, please drop us an email at crm@greytrix.com.

Library folder in Sage CRM

2011-01-21T00:37:00.000-08:00

Everybody must be aware of the Sage CRM’s standard settings for documents uploaded for Company, Person, Cases, Opportunities and other entities. Have you ever thought how it is configured in Sage CRM and where the actual document is uploaded?

Well, in this blog, I will be explaining the details on how it is maintained in Sage CRM and what errors are getting due to wrong document configuration settings.

For proper document uploading in Sage CRM, the most important thing is that whether the path set in the following fields are correct or not.
A. Physical root directory for mail merged documents.
B. Default document templates location for mail merge.
C. HTTP alias for Physical Root Directory for mail merged documents.

These fields can be easily found by navigating to Administration à Email and Documents and selecting Documents and Reports configuration option under Documents header.

If the paths in these fields are wrong then you can set the same by clicking on Change button.

Well, when the Document is created against any of the entity then the same document is uploaded in the library folder.
Eg. If you are uploading the document against a company named Test Company, then the folder named Test Company is created under the Library folder (C:/Program Files/Sage/CRM//Library)) and the document is uploaded in that folder.

However if the path in the above highlighted field is wrong then the Sage CRM gives an error message as shown below.

One more thing, if you creating Library record for any entity using some utility/Workflow then make sure that folder name which will be creating inside Library folder is trimmed. (i.e. Front space and Back space which sometimes exist with your folder, must be removed before using in your code to avoid screen/page crashing)

Eg. If you are creating library record for Company then company name must be trimmed.

Sometimes, even though if you have handled all the above mentioned scenarios and you are creating library record, the screen/page results in an error as Unexpected event has occurred. Well, this can be resolved by providing the IUSER rights to the library folder.

If you find this content useful, please drop us an email at crm@greytrix.com.

Claims management process in CRM

2011-01-16T23:35:00.000-08:00

With the growing client base Sales process becomes an integral part of the business. This is very much important task in consultancy firms as well as services industry where lots of sales and marketing people are moving around the globe to meet business minds and grow their business. In large organizations there might be 100’s of people involved in this process. Nobody spends money from their own pockets for the Sales meetings; hence there must be a system in place to manage the bill claims submitted by these sales people. We must also have an approval process outlined so that we can keep a track of amount being spent on such activities and whether it is properly utilized.

For example we can consider below mentioned simple flow for claims management although this may vary based on the type of business.

Sales Person | Regional Sales Head | Sales Head | Administration

Here the Sales Person submits the claims for the bills of meetings. The claim must be visible to Regional Sales Head. He can even see the bill items in details submitted by the sales person like travelling fare. He can do 3 actions either Approve, Reject or submit the claim to his immediate senior like Sales Head for his approval. Now the reason for forwarding bill for approval to the next level of management may be the unexpected claim amount or the claim amount exceeding certain limit set. Sales Head can also view and act on claims as that of the Regional Sales Head. The moment when either of these Approves or Rejects the claim, an email regarding the same will be sent to sales user as well as the Administration department to act further. If the claim is Rejected user can see the Resubmit option to modify and resubmit the claim again through same process.

We have replicated the process in our component as follows.

For every meeting Sales person has to create an Appointment in CRM. As soon as the status of this Appointment is set to Complete, the tab named Submit Claim will be visible under appointment context. Inside this sales user can create and submit the bills for the meeting to be approved.

For every Bill multiple bill items can be added as displayed above through Add New Bill Item button. Adding every bill item an amount for the same is added up to the total Bill amount above. After adding the entire bill items user can then click on Submit for Approval workflow button in order to submit the corresponding bill for Approval. As soon as the bill is submitted for approval, this user won’t be able to add new items or edit the existing ones.

After this as explained the bill will now be visible to Regional Sales Head for approval. He can go to My CRM area and click on View Claims tab to view the claims submitted to him for an approval.

Regional Sales Head can either Approve, Reject claim or submit it to the Sales Head using the buttons on the right hand side as shown above. These actions can be done against multiple bills at a time using the checkboxes or we can also do them for single bill at a time from bill summary.

If Regional Sales Head sights any reason to get it approved from Sales Head he can use Submit to Sales Head workflow button. After doing so the bill will now be available for Approval under Sales Head’s MY CRM | View Claims tab.

He can also Approve or Reject multiple bills at a time or one at a time through Bill summary.

Moment when the Sales Head approves or rejects the claim an email regarding the same is sent to Regional Sales head as well as the User submitting the bill. At every action in Bill workflow, the mails are sent for notifications like when User submits the bill to Regional sales Head an email regarding the same is sent to that user to view the bill in MY CRM area through link provided. This maintains the level of control and flow of the bills and implements the proper Approval process.

At the end of the month a scheduled job runs and creates an excel sheet with all the approved bills in that particular month and sends it to Administration department for clearance. At this stage if any bills are in resubmitted or pending for approval stage they are changed to status expired. This seems to be pretty straight forward and easy way of handling claims right? For organization having all employee data in CRM it is very easy to set up this module and implement the process. Of course everyone who wants everything in CRM needs such functionality as when it comes to business every penny counts.

If you find this content useful, please drop us an email at crm@greytrix.com.

Handling URL’s in COM API part 2

2011-01-14T05:33:00.000-08:00

In my previous blog, I had explained how to handle the crashing of pages by passing the parameters in URL.

http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html

In this blog, I would like to explain how to create the URL at Server side, access them and use them at the client side scripting. Well, this scenario mostly comes when you are making use of Iframe in programming.

Suppose, you have created custom continue button url at the server side as follows.

Code
var Btnurl = eWare.URL("Test.asp”));
eWare.Button("Continue","continue.gif", Btnurl);

Now, if you wanted to access the same continue button url or some other variable at the client side as it was created at the server side and accordingly do the validation. This case mostly occurs when any key value is not coming in your server side URL and to get that value you need to go to the client side. Has anyone think of it? Check this out how it can be achieved.

Codevar lc_URL = ’< %= Btnurl % >’;

Here, in above case I have declared a variable lc_URL at the client side as shown above. That’s it. Now, you can have same url in a variable lc_URL that you have in variable Btnurl.

Hope this helps!

If you find this content useful, please drop us an email at crm@greytrix.com.

Handling URL’s in COM API part 1

2011-01-07T03:42:00.000-08:00

Well, before starting off with the post I must say that this is the pure development content most probably in the interests of developers? This is the multipart series in which I will be explaining how to handle the URL’s to avoid navigation and other scripting issues in COM API development work. In this post I will be briefing an importance of passing parameters to the URL’s and how to read them in pages efficiently to avoid crashing issues.

I believe every developer developing the entity structures, ASP pages or even small scripts in CRM faces issues handling URL’s back and forth through pages. For example if we are creating a standard entity in CRM it must be a thumb rule, that if I click on the record link in the list in list page and move to summary page the previous state has to be the list page only. I.e. if I click back button or continue button it should take me back to the list page. Similar is the case of Summary page. When summary page goes to edit mode, it’s just a mode that changes so we don’t need to handle the URL’s in this case as explained, but still handle the several modes in the pages.

When we are developing the entities we must make sure that we are always passing the primary id of the entity in all pages; specifically when I move from list to summary and there onwards to any other page related to the summary. For example suppose we have entity called Contracts which is a child entity of CRM Company entity we may put the tab named Contracts under Company context.

Clicking this tab presents the list of Contracts linked to that particular company. Now we also need to keep track of the sub contracts related to these contracts then, we must have a separate tab to view them under Contracts context as shown below.

In this case it is very important to pass the company id as well as the contract id to Subcontracts tab also to manage them further. We can pass these id’s in URL’s we are creating through page like given below.

CodeeWare.URL(“Contracts/Subcontracts/ SubcontractSummary.asp”)+”&subc_companyid=”+pmCompanyId+”&subc_ContratId=”+ pmContractId+”&subc_subcid=”+pmSubContractId

Now why are we passing these parameters as we are using eWare.URL and we must be getting them in keys every time? It’s just to make sure that the next page loads based on these values and we must always have the values in hand before building that page further. For example in above case when I move to Subcontracts Summary page from anywhere I may be getting company id Key1 as we are using eWare.URL, then also I am sending the one in Comp_companyid just to make sure we always have it. Inside the summary page I can do checking as mentioned below.

Codevar pmCompanyId = “”;
pmCompanyId = new String(Request.QueryString(“Key1”))
if(pmCompanyId==”” pmCompanyId==”undefined”)
{
pmCompanyId = new String(Request.QueryString(“Key1”))
if(pmCompanyId==”” pmCompanyId==”undefined”) pmCompanyId=”0”;
}

I am making the id parameter zero when undefined to make sure whenever I pass it to query, query doesn’t crash out.
Now question is, how do I pass the two parameters through the record hyperlink in list? We already pass the record id like given below to build the summary page.

We can pass the comma separated parameters also to have them in next page. Suppose in above case we want to pass the company id, we must have a field in SubContracts table to store company id too like subc_companyid, then we can pass this value in above field as follows. We can also pass the Contract id in the similar manner.

Passing parameters like this we may always make sure to have correct values for every parameter in the next page and avoid getting below error.

Apart from this, I had also posted how to handle the previous URL through the parameter and importance of doing so. To read the same you can go through below link.

http://sagecrmaddons.blogspot.com/search/label/url

Moreover you can refer some more topics on this subject posted on our blog site through the search URL http://sagecrmaddons.blogspot.com/search?q=url. Here you will find the tips to handle navigation issues, execution of the containers etc. You can search through the contents on this blog to get many scripts for handling the page navigation and URL parameters through buttons, hiding showing of the fields, buttons etc.
Stay tuned for more updates on this subject. In the next post I will be explaining how to create URL’s on server side and then access them to client side, getting key values and creating the URL’s on client side.

If you find this content useful, please drop us an email at crm@greytrix.com.

Data Upload in Sage CRM

2011-01-06T01:48:00.000-08:00

Few years back most of the organizations maintained their employees, customers, leads, prospects etc details in an excel file for their reference. Then Sage introduced an advance application called Customer Relationship Management (CRM). Sage CRM provided users a platform to maintain their new information in the structured and well formed way.

In CRM user can make manual entries like new companies, persons etc and use them. But some of the companies still maintain their data in the excel sheet and then make the entries manually in the CRM. For those users CRM has provided a feature of Data Upload. In standard CRM we can upload Companies, Persons and Leads data.

But have you ever come across an error like “Data Headers are not too long….” in the standard upload? As shown below:

4) Right Click on Microsoft Excel Application and Select Properties
5) Go to Security tab
6) Go to Launch and Activation Permissions.
7) Select Customize radio button and click on Edit button.
8) Set user (e.g Everyone) access rights. (Refer the below screenshot)
9) Follow the steps #6, #7, #8 for the Access Permissions section.
10) Run the iisreset command.

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

Custom filter screen with default filter on Date Field options

2011-01-03T00:26:00.000-08:00

Earlier I had posted a blog:

http://sagecrmaddons.blogspot.com/2010/12/date-ing-tips.html

In which I had elaborated how to handle the date field in the custom search screen as it is little bit tedious task to do.

Now in this section I will be more descriptive on how to make the date field default in the custom filters.

Some days ago my client was came up with the requirement that they would like to have a custom list prefilled based on the last week so that the system performance would be improved. The entries which have been made within last week should auto-populated whenever user visits the screen first time. I had done some RND stuff and came to know that yes it can be doable in Sage CRM. We can set the default values in the date field which looks something like:

In order to achieve this we just need to do client side coding to set the corresponding list and field values. I searched on forum and found the code for the same which was like:

Script
window.attachEvent("onload",fillfields);

function GetKeyValue(querystringname)
{
var strPath = window.location.search.substring(1);
var arrayKeys = strPath.split(" & ");
for (var i=0;i< arrayKeys.length;i++)
{
var arrayValue = arrayKeys[i].split("=");
if (arrayValue[0].toLowerCase()== querystringname.toLowerCase())
{
return arrayValue[1];
}
}
return "";
}

function fillfields()
{
if (!document.getElementById('HIDDENPAGENUMBER'))
{
document.forms[0].DateTimeModescomm_datetime.selectedIndex=1;
var bRelative = (document.forms[0].DateTimeModescomm_datetime.value == 'Relative');
document.all.divcomm_datetimeBetween.style.visibility = (!bRelative) ? 'visible' : 'hidden';
document.all.divcomm_datetimeRelative.style.visibility = (bRelative) ? 'visible' : 'hidden';
}
}

Actually whenever we add a date field on the search screen CRM internally creates few of the fields to handle its functionality like:

- DateTimeModescomp_uploaddate
- comp_uploaddate_relative
- divcomp_uploaddateBetween

We need to set the expected value whenever screen loads first time.

Hope everybody would like to implement this to improve the performance of CRM if the large amount of data to be loaded in the list.

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

Create Follow-Up Task after Filing Email in Sage CRM from Outlook

2010-12-31T01:43:00.000-08:00

As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below:

Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below:

“File E-Mail” button just files an email in CRM against selected Person and Company. “File and View E-Mail” files an email and redirects user to the summary of that email created in CRM.

Now in order to perform an action, say like creating a follow-up on this newly filed mail could be necessary. We will use the same “File and View E-Mail” button. When user will click on “File and View E-Mail” button email gets created and below screen is displayed.

On this screen we provided a button that will allow the user to create follow up task. Once the user clicks on the button, he will be redirecting to the new task screen. Here the user can save a new communication tasks.

By this process the user does not have to login to Sage CRM and search for the company/person and then create a new tasks against the communication.

Note: Please click the images to enlarge them.

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

GUMU for Sage SalesLogix – Sage 50

2010-12-26T22:00:00.000-08:00

Greytrix has released GUMU(tm) for Sage Saleslogix – Sage 50 Integration for Sage Saleslogix version 7.5 and Sage 50. This is a real time bi directional integration between Sage Saleslogix and Sage 50 Integration.

Features:

Multi-Company Integration - GUMU(tm) for Sage Saleslogix – Sage 50 Integration allows you to integrate multiple Sage 50 companies with a single Sage SLX instance.

Sync Dropdowns- Sync Dropdowns feature allows SalesLogix User to sync dropdowns (i.e. Territory, Location, Sales Persons, and Sales Category etc) from Sage 50 in SalesLogix for Order entry integration. The following dropdown fields will be synchronized from Sage 50 in SalesLogix.

a. Account Type
b. Account Status
c. Tax Codes
d. Department
e. Delivery Methods
f. Product Family
g. Products

Sync Customers and Vendors - This will synchronize all/selected Customer/Vendor information from Sage 50 in SalesLogix. It will create new Accounts in SalesLogix if the selected Customers/Vendors do not exist.

The GUMU(tm) will make use of Function Security in SalesLogix by defining Roles for each of the feature presented in the integration link. This is basically provided in order to allow/restrict a respective SalesLogix Users to access the integrated information synched from Sage 50 Accounts in SalesLogix. The following roles will be created in SalesLogix to restrict SalesLogix Users from accessing information available in the GUMU tabs.
a. Role to Access Overall Integration link
b. Role to view Customer/Supplier Information
c. Role to edit Customer/Supplier Information in Sage 50 Accounts (i.e. real time from SalesLogix)
d. Role to Promote SalesLogix Accounts to Sage 50 Accounts Customers/Suppliers
e. Role to view Order Inquiry for Sage 50 Accounts Customers/Suppliers
f. Role to view Transactions of Sage 50 Accounts Customers/Suppliers
g. Role to Create Orders for Sage 50 Accounts Customers

The following picture will give you an idea of how the Security screen will look like:

Customer/Supplier Tab - Customer/Supplier tab will allow SalesLogix User to view the synched OR linked Customer/Supplier Information from Sage 50 Accounts in SalesLogix (please refer the below screen).
This tab will display Address, Defaults, Credit Control, Sales, Bank information of a particular Customer/Supplier from Sage 50 Accounts. If a SalesLogix Account is not synched OR linked with a Sage 50 Accounts Customer/Supplier, by-default the Customer/Supplier Tab will display the Address and Contact information of that particular Account.

Activity Tab - The Activity tab will display the document information for a Customer/Supplier Account in SalesLogix. This tab will be active if the SalesLogix Account is linked to a Customer/Supplier in Sage 50 Accounts. The Activity tab will display Invoice information and Payment information for Customers/Suppliers.

The following screen will give you an idea of how the Activity tab will look like for a particular Customer/Supplier Account in SalesLogix.

The user can further drill down to view the details of the listed activity either by double clicking OR by Right click -> Edit on the respective activity. On the details screen, along with activity information, User would also be able to view order details and footer details information on different tabs.

Synchronization of Customers/Suppliers from Sage 50 Accounts - Synchronizing Customers
To synchronize Customers from Sage 50 Accounts click on the Sync Customers Tool Button in Sage Additions Toolbar. This will open synchronize Customers screen as shown in below screenshot.

Click on Get Data to retrieve all Line 50 Customers. Select the desired Customers and click on Sync. The Sync Status column will display the result of synchronization success/failure.

Order Entry Integration

Promoting SalesLogix Order to Sage 50 Accounts - Order entry integration is one of the major features which will be introduced in our GUMU integration link where SalesLogix User would be able to promote Sales Order from SalesLogix in Sage 50 .

For that purpose, the SalesLogix Sales Order Details screen will be modified to have some of the field information which are of vital importance like Despatch Date, Delivery Methods when one promotes Order in Sage 50.

Once the Order is successfully promoted in Sage 50 Accounts, GUMUTM updates certain information (like ERP Order No and is promoted checkbox ) back in SalesLogix.

Merge Company Source SSA

2010-12-23T21:11:00.000-08:00

Everyone knows that SageCRM provides the user with a feature to merge company and its child records. When you select the dropdown to choose the Source company you get to see the company name. So effectively you have to select the source company by looking at the company name. Now wait a minute. Why would one merge a company in CRM ? One reason is that the company or companies are duplicated or created more than once which means that you might have more than one instance of 3G Homes in SageCRM. How will the user identify 2 different “3G Homes” company records and select the right one for merging.

One solution for this is to add more field/fields in the lookup like city or the company code etc which will identify each company or customer uniquely. But the Source field is not a standard lookup field. In fact it is not available anywhere in the administration section. However we have come up with a work around and added more columns in the lookup field. Now if the company name is same you can still identify the companies from the source lookup.

Note: Please click the images to enlarge them.

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

Difference between "Text with check box search" and "Text" Type?

2010-12-22T01:50:00.000-08:00

Most of us working on Sage CRM don’t know the difference between “Text with check box Search” and “Text” data types used in SageCRM.

There is small but major difference in these two data types

“Text with check box Search” : Entries of this type behave the same way as a normal text field except when used on a search screen or as a search field in a report or group. When used on a search screen or as a search field, the user can select from 'Has Value', 'Is Empty' or 'Either' radio buttons. The translations for these options can be customized in Administration | Translations. The fields on type “Text with check box search” on the Search screens are displayed as:

And on the Entry screen, it looks like:

“Text type” : Entries of this type of field behave the same in both entry screen as well as search screen.

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

Discrimination on the basis of color is good

2010-12-17T22:54:00.000-08:00

We have managed to win over many customers records in the past decade and all the data is safely maintained in our SageCRM. Although my marketing and sales teams strive hard to make sure that the data is accurate there could definitely be instances where the data in not complete. How do we identify such data without actually checking each and every field on the screen? Wouldn’t it be great if we show some kind of an indication on the screen that will force him to check that record more thoroughly?

Instead of a normal text at the top of the screen it would be more “attention seeking” if we display the entire SageCRM block with a particular color. I am sure that you will not miss it? Here is what we did.

Note: Please click the images to enlarge them.

In the example above, we have used the company source field. If the company source field in blank then display the block in yellow background. This looks to be so simple. I mean how can you not see the source field on the screen but consider a scenario where you have around 20 fields that stretch across your display screen. If you need to check for values you need to scroll down and see it.

We just have to add the “required” fields in the check list and in case any of these fields are blank you will be able to identify that record immediately.

This reminds me of a game I used to play long time ago. The game was about shooting the ducks that came charging at you. If there are no ducks then you don’t shoot at empty fields, do you? Similarly only if the screen has yellow all over it then you go ahead and correct the record. Not complicated stuff but very useful.

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

Can I change the caption color of Tab in CRM?

2010-12-14T03:42:00.000-08:00

Seems like a bit strange question right? Why would someone change the caption color of the Tab in CRM, given the Themes provided do this job very well and some googling around can get me many suggestions to design the custom themes? One thing we always believe is that the requirement never has bounds and hence some of them deserve to be considered out of boxJ. We came across one such requirement where tab caption color needed to be changed based on the status value in the Status field on screen. Here is the script we had designed to achieve the same.

Script
function fn_onload()
{
   var da=document.all;
   for(var i=0;i< da.length;i++)
{
       if(da[i].className=="TABOFF")
      {
          if(da[i].innerHTML == "Relationships")
         {
              var TabHTML = da[i].innerHTML;
              TabHTML = "< font color=Red >"+TabHTML+"< /font >";
              da[i].innerHTML=TabHTML;
         }
      }
   }
}

Note: Here we changed the color of Relationship tab when Opportunity summary is loaded.

Integrating DYMO Label printers with CRM

2010-12-10T03:22:00.000-08:00

Writing down the Name and Address on front page of the letter or envelop and sending it through mail has become an obsolete method nowadays. Now the world is so fast that there is no point in doing this manual work when the letter itself is being merged and generated automatically through several applications. This is why Label printers came into the picture and they are one of the most often used materials in today’s business world. Label printing has become one of the essential requirements of today’s business.

Consider the Electronics appliances and services industry for example. So many items being sent out to markets, each related to different distributor-retailer, many purchased by customers, many of them submitted for service, many of them even destroyed. How do we need to identify each item considering a unique factor? For this purpose the labeling and tagging is very much important. Also the tagging and labeling makes delivery of goods quite an easy task.

Based on the type of business you are dealing in, you can find every type of Label printer and label standards in the market. DYMO printers are the most commonly used label printers for this purpose. It also provides the SDK to integrate with the several application programs. We came across one such requirement some days ago wherein we needed to integrate DYMO label printer with CRM. The purpose was to print the Shipping and File Folder Dymo standard labels from within Person and Company screens of CRM. The installation on the client side was like there were two different printers to print these two labels. The information needed to be displayed on the labels was the Company-Person information, customer number etc.

There is button on summary screen to print the labels clicking which opens the popup window to select the type of the label to be generated as shown below.

How easy it is now for me to go to Company summary and generate the Shipping as well as File Folder label on the fly! Well, this is what I call out of box.

For queries regarding the component, please feel free to drop us an email at crm@greytrix.com.

“Date” ing Tips

2010-12-06T05:05:00.000-08:00

In my earlier post, I had explained how to retrieve date format of currently logged in user in SageCRM.
http://sagecrmaddons.blogspot.com/2009/02/retrieve-current-logged-in-users-date.html

There have been numerous instances where the user needs a custom list page with the filter box and the standard way of doing this by using an existing filter screen. However the hitch here is that we have to take care of the filter button ourselves which means that once the user clicks on the filter button we have to generate the criteria to and pass this criteria to the list so that it shows only those set of records that meet the filter criteria.

The below section would slightly tend to curve on the technical side but I will try and keep it as “straight” as possible. You see, in case of lookup field in filter box there is no “contains” or “starts with” operator to search the records. You simply have to search whatever has been set in the lookup value and get the records to display in the list. But if the field in the filter box is a date field like a created date etc then it’s not so easy because with the date field Sage CRM provides a list of operators like between, relative etc as well.

Let me explain with an example. Suppose you have added Created Date (oppo_createddate) field in Custom filter box. Here the problem is to find the control name where the entry of options Between and Relative goes.

Well, DateTimeModesoppo_createddate control is created on the screen when you are adding the Date fields in filter box. Depending upon the value (Between/Relative) and reading the values of oppo_createddate_start and oppo_createddate_end, you can pass the same with custom filter criteria in an ASP page for filtering the list. While appending filter criteria you need to check user date format in your ASP page. The same is applicable for other date fields like Opened, Close By, Closed. The key here is to read the value and generate a correct SQL statement so that the right data in being displayed in the list.

So be in real world or Sage CRM you need to be well prepared for a date.

Note: Please click the images to enlarge them.
For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.

Workflow Button Size

2010-12-02T01:44:00.000-08:00

One of the many wonderful things that I experience after being associated with Sage is the very closely knit and ever ready to assist attitude of the company and the fellow development and reseller friends. As a development partner if at all I need some assistance then in any of the Sage product lines, first you think about..no not the Gods and it’s not even the Sage Support but the wonderfully managed development partner forums and blogs. In a highly unlikely situation, if you are not able get a solution you then look at heavens for help (via Sage Support ) .

In one such case, I came across a request on the forum to increase the workflow button size. This was not a normal question but very much applicable in our daily business process. I was wondering as to what we did not come across this request earlier. Not sure, but one of enthusiastic partner was ready with the solution and here is what we got.

Add the below code onload of any screen in any page that contain a workflow buttons, but the original screens will shrink as much as the workflow box stretch.

Script
var da=document.all;
for(var i=0;i< da.length;i++)
{
if(da[i].tagName=="TABLE")
{
if(da[i].className =="Button")
{
da[i].width=270;
}
}
}

Another Gem. Fantastic, long live forums!!!

Note: Please click the images to enlarge them.
For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.