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Sage CRM Tip & Tricks

Sage CRM Tip & Tricks

Updating Onscreen Coaching

One of the easiest ways to help your users learn and adopt new processes for using Sage CRM is to take advantage of the onscreen coaching facility.  You can also create coaching tips for newly created system entities.

You need to allow Coaching at the system level in Administration>System>System Settings and enable it in each user’s preferences.

Go to Administration>Customisation>Translations and enable the Inline coaching captions editing tickbox.

updateing screen coaching

Then find an example of the coaching text you wish to change eg Find an Opportunity and then click on the Add/Edit Coaching Text hyperlink.

updateing screen coaching

You can create new or edit existing coaching text or re-use the existing text against a different screen.
updateing screen coaching

 

updateing screen coaching

Make your changes and then click on the Save button to apply for all users.

Note:  Prior Analytics recommend all Sage CRM Tips be fully tested on your system prior to using them in production.

Underlined Action Buttons

Sage CRM - Look out for underlines on action buttons. These are shortcuts in the system and can reduce clicking! Usually the letter that is underlined on the label of the button indicates that you can hold down the Alt key on the keyboard along with the letter key (i.e. Help button, holding down Alt+p on the keyboard will give you the Help menu just as clicking the button would do) 

Setting Up Auto Fills Onchange Script

Description:
Setting up auto-fills onchange (example lead person >> lead address) 
Details:
Below example uses a SSA field on lead, when selected this populates lead address:

***CREATE SCRIPT***

//collect person list 
var q = eWare.CreateQueryObj("SELECT pers_personid, addr_address1, addr_city, addr_postcode FROM vSummaryPerson WHERE pers_deleted is null and addr_deleted is null"); 
q.SelectSQL();

//tag is splitted to avoid CRM problems with recognising tags inside of the scripts 
var script = new String(" script += "var GlobalPersAddrList = {";

var innerscript = new String(""); 
while (!q.eof) 

//build script with global list to be injected into the current web page 
if (innerscript.length >0) 
innerscript += ','; 

innerscript += '"'+q.FieldValue("pers_personid")+'":{"address":"'+escape(q.FieldValue("addr_address1"))+'","city":"'+escape(q.FieldValue("addr_city"))+'","postcode":"'+escape(q.FieldValue("addr_postcode"))+'"}';

q.NextRecord(); 
}

//close object and tag 
script += innerscript; 
script += "}"; 
script += "";

//inject script 
eWare.AddContent(script);

***CUSTOM CONTENT***

***CHANGE SCRIPT***

myperschanged();

Set Team Script

Description:
Script to set team on change of case_assigneduserid 
Details:
CREATE SCRIPT ON CASE_ASSIGNEDUSERID

//collect enabled user list 
var q = eWare.CreateQueryObj("SELECT user_userid, isnull(user_primarychannelid,-1) as user_primarychannelid FROM vUsers WHERE isnull(user_disabled, N'') = N'' AND isnull(user_resource, N'') <> N'True' AND isnull(user_istemplate, N'') <> N'Y'"); 
q.SelectSQL();

//tag is split to avoid CRM problems with recognising tags inside of the scripts 
var script = new String(" script += "var GlobalChannelList = {";

var innerscript = new String(""); 
while (!q.eof) 

//build script with global list to be injected into the current web page 
if (innerscript.length >0) 
innerscript += ','; 
innerscript += '"'+q.FieldValue("user_userid")+'":"'+q.FieldValue("user_primarychannelid")+'"'; 

q.NextRecord(); 
}

//close object and tag 
script += innerscript; 
script += "}"; 
script += "";

//inject script 
eWare.AddContent(script);

CHANGE SCRIPT ON CASE_ASSIGNEDUSERID

userid = parseInt(case_assigneduserid.value,10); 
if (isNaN(userid)) 
userid = -1; 
var chanid = -1; 

if (userid >0) 

chanid = parseInt(GlobalChannelList[userid],10); 
if (isNaN(chanid)) 
chanid = -1; 
}

if (chanid >0) 
case_channelid.value = chanid 
else 
case_channelid.value = ''; 

Searching For Records

Sage CRM - when searching for things, just enter what you are looking for and hit Enter on the keyboard rather than clicking on the Find button to reduce having to use the mouse. This tip will not work if you are searching in multi-line searchfields as you will just insert a line break. 

Changing Onscreen Messages

Every message throughout Sage can be changed to make it specific to your use of the system.

To find each one, go to Administration>Customisation and Translations.

Enter the current onscreen message into the UK Translation box and click on Find.

onscreen messages

Click on the hyperlink in the caption code column and then click on the Change button to edit the UK translation.

onscreen messages

This will change the onscreen message for all users.

Note:  Prior Analytics recommend all Sage CRM Tips be fully tested on your system prior to using them in production.