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Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container following the list making it more difficult to create a screen with filterbox like behaviour. The type of Screen I am aiming at is shown here. This...

I have been doing a lot of work with client applications comunicating with CRM. One of the best ways to do this is with Web Services. The issue I ran into was, "How do I make my client app awear of what CRM is doing and the context it is at?" This is why I built these two classes to help with...

Just a short post now that I am back, after a week away chasing the sun in Cornwall ... Sage UK marketing have secured a double page editorial in the Spring edition of Director of Finance. The magazine, which lands on 15,000 FD’s desks this week, speaks of the imperative of investing in a CRM system...

Since I last wrote, the idea of creativity in business has been swirling around in my mind. The current economic conditions are driving our customers to think more about WHAT they sell - what are the top products, what else could we sell to existing customers, etc. Trouble is, that thinking really...

My last post focused on employee engagement & how that intersects with a CRM strategy. In particular, I made a strong point that every CRM strategy needs to be company-wide & have employees at its' heart. A few readers commented on that post and the previous , musing on how social media...

TFM&A is over for another year. The folks at United Business Media indicated a footfall increase of 10%, while on the Sage stand, our partners saw a good flow of interest. Happy people all around then ! My colleague Duncan Wood presented a piece on taking CRM Mobile which was well received - similarly...

Over the last week several people have asked my thoughts on how CRM propositions need to reflect the changing times. A couple of threads have been running around in my head, so let's see if I can bring them together. Firstly - I attended a Gartner CRM Summit in the UK last week. The message from...

The last couple of posts focussed on awareness of why people buy CRM solutions & the value they wish returned from an implementation. As this blog exists in the realm of the development partner community, I thought it useful to "follow the story" - ensuring that the implementation effort...

Here in the UK, the global downturn has brought the challenges of business failure into the everyday media. Nowhere has this downturn been more apparent than among small and mid-sized businesses (SMBs) - Sage UK's traditional heartland. Smaller businesses have seen a slowing customer demand &...

Companies turn to CRM tools and strategies for many reasons. Typically it's an initiative that aims to gather more information, thus providing a better service and, hopefully, a loyal customer. It's the often quoted "360 Degree View" mantra. Criticisms of such initiatives however...

The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes are happening faster & reaching further...

Last time, I wrote about how & where social media interacts with a business' CRM strategy. For this post, I wanted to move into an area of great personal interest to me - executing a CRM strategy so that everybody really "gets it". In particular, I wanted to focus on employee engagement...

Hi, I have issue about team and territory. I have A and B users, the A user assign to JO territory and T1 team, the B user assign to KA territory and T2 team. I need the A user view,insert and edit on the own opportunity and view the B user opportunities. I make below profile security. ...

To my understanding the only difference between a Transitional rule and an Escalation rule is that one is user-progressed while the latter is conditionally-progressed. So to notify the Assigned-to person of the opportunity, I created a loop at a certain state: When the workflow progresses to...

We've been all but abandoned by our integrator, and are looking for a good Sage CRM/Accpac integrator in or around NYC. Any and all recommendations appreciated. Thanks, Andrew Sasaki Director, Data Systems The Deal LLC

I tried to export standard reports to PDF, but when use export to PDF option, in the exported file all Arabic/Farsi characters be separately. For example, PDF file display " ی ل ع " instead of " علی "

Hi Guys Im new to this forum so hope im posting this question in the right place, I am currently using a search select field to allow users to search for an address field, and to select it - this works fine, and I display address line 1, City and post code. The problem i have is that when a user...

Hi everyone, We keep getting this error when trying to to drop files in documents using Chrome. It doesn't matter which file we use. The document drop works fine for IE, but doesn't in Chrome. The file path is on another server, but that shouldn't make a difference because I've...

I have a customer that has custom text field on the Opportunities screen off My CRM. This is a free form field. Customer wants the ability to filter off that field adding to Status, Stage and Territory. Has anybody else done this? thanks much mark

I have a prospect who has strict HIPA regulations. They are looking for a solution where a customer record may have some items (tasks, Communications, and or document drops) that would be only accessibly to certail users and other communications on the same customer accessible by anyone. So the setting...

Hi All, Stumped with this one, where would I go to ensure the next Quote number (quot_reference) is 1000 for example = QT -1/1000 not QT - 1/1? Appreciate any help with this. Thanks, Greg

I'm confident this can be a wonderful work around if we can figure it out. Problem: I'm working with 2 separate CRMs. Salesperson Bob has CRM A integrated with their Outlook and Projectperson Jim has CRM B integrated with Outlook. Two CRMs can't be connected to one Outlook. Salesperson...

I have a field in my Opportunity entity called "No. of Demos", which should display the count of demo-type communication records related to that Opportunity (which are not cancelled). My create script does not work yet, but so far looks something like this: OppoId = CRM.GetContextInfo...

Hi all, We are customizing out Opportunity Summary Screen and would like to disable an advance search using an on change script. The script is attached to the oppo_location field and appears to work with standard text fields, but has no effect on an advanced search field. Example: When oppo_location...